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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
76
Capital Wealth Planning
Capital Wealth Planning
Florida
$571M +$68.4M 1 5.28% Increased
77
AQR Capital Management
AQR Capital Management
Connecticut
$567M -$21.6M 18 0.73% Reduced
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$566M -$8.03M 21 0.38% Reduced
79
Alphinity Investment Management
Alphinity Investment Management
Australia
$563M -$189M 1 3.06% Reduced
80
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$563M +$24.5M 4 1.92% Increased
81
Brown Advisory
Brown Advisory
Maryland
$561M +$226M 9 0.71% Increased
82
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$561M +$169M 6 1.73% Increased
83
Stifel Financial
Stifel Financial
Missouri
$561M +$11.3M 14 0.58% Increased
84
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$559M $0 12 1.03% Maintained
85
Corient Private Wealth
Corient Private Wealth
Florida
$558M -$4.51M 12 0.93% Reduced
86
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$538M -$27.4M 5 1.7% Reduced
87
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$536M +$4.57M 10 2.03% Increased
88
DZ Bank
DZ Bank
Germany
$527M +$248M 7 0.53% Increased
89
Fidelity International
Fidelity International
Bermuda
$520M +$42.3M 10 0.49% Increased
90
Russell Investments Group
Russell Investments Group
United Kingdom
$496M +$41.4M 20 0.69% Increased
91
ING Group
ING Group
Netherlands
$495M +$336M 4 3.33% Increased
92
Swedbank
Swedbank
Sweden
$484M -$21.7M 10 0.6% Reduced
93
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$482M -$175M 3 4.5% Reduced
94
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$479M +$159M 6 1% Increased
95
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$478M -$47.5M 2 2.11% Reduced
96
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$465M -$132M 11 0.63% Reduced
97
Citigroup
Citigroup
New York
$453M -$60.9M 20 0.27% Reduced
98
1832 Asset Management
1832 Asset Management
Ontario, Canada
$447M -$233M 5 0.38% Reduced
99
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$441M -$61.1M 5 2% Reduced
100
Man Group
Man Group
United Kingdom
$441M +$1.07M 15 1.16% Increased