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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
101	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$206M	-$82.7M	3	1.47%	Reduced
102	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$201M	-$8.73M	14	0.31%	Reduced
103	MAM Marketfield Asset Management New York	$199M	+$11M	1	1.98%	Increased
104	SC Sasco Capital Fairfield, Connecticut	$197M	+$44.2M	1	3.33%	Increased
105	Schroder Investment Management Group London, United Kingdom	$195M	+$49.2M	7	0.24%	Increased
106	Eaton Vance Management Boston, Massachusetts	$193M	-$69.2M	4	0.55%	Reduced
107	Fidelity International Hamilton, Bermuda	$189M	+$11.5M	4	0.76%	Increased
108	NFA Nationwide Fund Advisors Columbus, Ohio	$189M	+$16.2M	15	0.79%	Increased
109	Millennium Management New York	$189M	+$7.05M	12	0.6%	Increased
110	D.E. Shaw & Co New York	$188M	-$104M	10	0.26%	Reduced
111	Westwood Holdings Group Dallas, Texas	$187M	+$431K	2	1.44%	Increased
112	PointState Capital New York	$184M	+$158M	2	2.32%	Increased
113	First Manhattan New York	$178M	+$2.73M	6	1.18%	Increased
114	CCI Columbus Circle Investors	$176M	+$12.1M	2	1.2%	Increased
115	STRS Ohio Columbus, Ohio	$172M	-$5.37M	7	0.77%	Reduced
116	Teacher Retirement System of Texas Austin, Texas	$171M	+$89.1M	11	1.49%	Increased
117	Axa Paris, France	$166M	+$58.9M	5	0.74%	Increased
118	Federated Hermes Pittsburgh, Pennsylvania	$164M	+$29.8M	7	0.57%	Increased
119	Westfield Capital Management Boston, Massachusetts	$162M	+$96.6M	2	0.95%	Increased
120	Tocqueville Asset Management New York	$155M	-$55.1M	8	2.09%	Reduced
121	Two Sigma Investments New York	$155M	+$42.1M	12	0.86%	Increased
122	Swiss National Bank Zurich, Switzerland	$153M	-$4.62M	12	0.6%	Reduced
123	WCMNY Westchester Capital Management (New York) Valhalla, New York	$153M	+$52.2M	2	2.27%	Increased
124	EP Edinburgh Partners Edinburgh, United Kingdom	$153M	-$22.3M	1	12.08%	Reduced
125	Cambiar Investors Denver, Colorado	$153M	-$6.74M	3	2.25%	Reduced