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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	Soroban Capital Partners New York	$212M	-$31.1M	1	1.21%	Reduced
102	CCI Columbus Circle Investors	$208M	-$23.6M	2	1.42%	Reduced
103	First Manhattan New York	$200M	+$16.8M	6	1.27%	Increased
104	STRS Ohio Columbus, Ohio	$199M	+$14.4M	7	0.89%	Increased
105	SIG Senator Investment Group New York	$197M	-$77.7M	1	2.07%	Reduced
106	WIP Wayzata Investment Partners Wayzata, Minnesota	$196M	$0	1	100%	Maintained
107	Lord, Abbett & Co Jersey City, New Jersey	$195M	-$196M	6	0.44%	Reduced
108	Eaton Vance Management Boston, Massachusetts	$189M	+$413K	4	0.56%	Increased
109	Point72 Asset Management Stamford, Connecticut	$188M	+$191M	6	1.21%	New
110	SC Sasco Capital Fairfield, Connecticut	$187M	+$2.55M	1	2.84%	Increased
111	Victory Capital Management San Antonio, Texas	$178M	+$51.1M	6	1.21%	Increased
112	I.G. Investment Management Winnipeg, Manitoba, Canada	$175M	+$53.7M	3	0.6%	Increased
113	HSBC Holdings London, United Kingdom	$174M	+$4.93M	6	0.38%	Increased
114	Capital International Investors Los Angeles, California	$173M	$0	1	0.45%	Maintained
115	NFA Nationwide Fund Advisors Columbus, Ohio	$170M	-$1.4M	15	0.69%	Reduced
116	Edge Asset Management Seattle, Washington	$165M	+$40.4M	4	1.65%	Increased
117	AQR Capital Management Greenwich, Connecticut	$165M	+$16.3M	11	0.44%	Increased
118	Two Sigma Investments New York	$163M	-$80.5M	11	0.74%	Reduced
119	Allianz Asset Management Munich, Germany	$162M	-$29.6M	8	0.2%	Reduced
120	Luther King Capital Management (LKCM) Fort Worth, Texas	$158M	+$1.04M	3	1.25%	Increased
121	Teacher Retirement System of Texas Austin, Texas	$156M	-$8.26M	12	1.29%	Reduced
122	National Rural Electric Cooperative Association Arlington, Virginia	$156M	$0	3	2.91%	Maintained
123	Credit Agricole Montrouge Cedex, France	$156M	+$13.3M	6	0.66%	Increased
124	USAA United Services Automobile Association San Antonio, Texas	$154M	+$21.8M	7	0.57%	Increased
125	Federated Hermes Pittsburgh, Pennsylvania	$154M	-$22.8M	9	0.48%	Reduced