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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	State of Wisconsin Investment Board Madison, Wisconsin	$216M	-$2.09M	9	0.82%	Reduced
102	Soroban Capital Partners New York	$213M	-$62.9M	1	2.7%	Reduced
103	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$211M	+$9.45M	14	0.34%	Increased
104	First Eagle Investment Management New York	$207M	+$165M	1	0.55%	Increased
105	SC Sasco Capital Fairfield, Connecticut	$206M	-$3.16M	1	3.36%	Reduced
106	MAM Marketfield Asset Management New York	$193M	+$8.03M	1	1.63%	Increased
107	Allianz Asset Management Munich, Germany	$187M	+$84M	9	0.22%	Increased
108	Eaton Vance Management Boston, Massachusetts	$184M	-$6.58M	4	0.54%	Reduced
109	First Manhattan New York	$182M	+$1.3M	6	1.2%	Increased
110	STRS Ohio Columbus, Ohio	$180M	+$5.82M	8	0.81%	Increased
111	Epoch Investment Partners New York	$179M	-$78.2M	2	0.72%	Reduced
112	Schroder Investment Management Group London, United Kingdom	$177M	-$23M	7	0.2%	Reduced
113	Westwood Holdings Group Dallas, Texas	$174M	-$10.9M	2	1.34%	Reduced
114	Axa Paris, France	$168M	+$11.3M	5	0.73%	Increased
115	NFA Nationwide Fund Advisors Columbus, Ohio	$167M	-$22.1M	13	0.77%	Reduced
116	HSBC Holdings London, United Kingdom	$165M	+$50.1M	6	0.39%	Increased
117	Federated Hermes Pittsburgh, Pennsylvania	$164M	+$8.24M	8	0.55%	Increased
118	Capital International Investors Los Angeles, California	$164M	+$65.1M	1	0.44%	Increased
119	Teacher Retirement System of Texas Austin, Texas	$161M	-$9.45M	11	1.46%	Reduced
120	AC Axon Capital New York	$160M	+$10.8M	1	7.67%	Increased
121	abrdn Investment Management Edinburgh, United Kingdom	$158M	-$261M	3	0.75%	Reduced
122	Luther King Capital Management (LKCM) Fort Worth, Texas	$156M	+$2.28M	3	1.27%	Increased
123	SAM Scopus Asset Management New York	$156M	+$21M	3	4.22%	Increased
124	SAC Capital Advisors Stamford, Connecticut	$153M	+$4.61M	9	0.8%	Increased
125	National Rural Electric Cooperative Association Arlington, Virginia	$151M	$0	3	3.01%	Maintained