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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
LSV Asset Management
LSV Asset Management
Illinois
$219M -$4.28M 1 0.45% Reduced
102
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$218M -$1.44M 12 0.68% Reduced
103
First Manhattan
First Manhattan
New York
$214M -$824K 8 1.21% Reduced
104
Point72 Asset Management
Point72 Asset Management
Connecticut
$213M -$16.8M 6 1.5% Reduced
105
SC
Sasco Capital
Connecticut
$211M +$10.4M 1 3.57% Increased
106
STRS Ohio
STRS Ohio
Ohio
$208M +$61.5K 7 0.9% Increased
107
Eaton Vance Management
Eaton Vance Management
Massachusetts
$198M +$339K 6 0.58% Increased
108
AQR Capital Management
AQR Capital Management
Connecticut
$198M +$52.2M 11 0.41% Increased
109
HSBC Holdings
HSBC Holdings
United Kingdom
$192M +$12.2M 5 0.4% Increased
110
AC
Axon Capital
New York
$191M +$95.3M 1 14.31% Increased
111
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$190M +$58M 8 1.05% Increased
112
NFA
Nationwide Fund Advisors
Ohio
$187M -$2.14M 16 0.8% Reduced
113
WIP
Wayzata Investment Partners
Minnesota
$181M $0 1 100% Maintained
114
Edge Asset Management
Edge Asset Management
Washington
$177M +$3.74M 4 1.7% Increased
115
Citigroup
Citigroup
New York
$173M +$53.6M 16 0.15% Increased
116
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$172M -$40M 1 0.85% Reduced
117
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$167M -$304K 2 1.35% Reduced
118
Artisan Partners
Artisan Partners
Wisconsin
$166M -$7.99M 3 0.29% Reduced
119
Baird
Baird
Wisconsin
$166M +$18.7M 6 1.76% Increased
120
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$165M $0 3 2.87% Maintained
121
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$162M -$449K 13 1.27% Reduced
122
Prudential plc
Prudential plc
United Kingdom
$160M +$11.3M 5 0.68% Increased
123
CRM
Cramer Rosenthal McGlynn
Connecticut
$159M -$24M 3 1.63% Reduced
124
BlackRock Japan
BlackRock Japan
Japan
$158M +$14.2M 3 0.6% Increased
125
abrdn Investment Management
abrdn Investment Management
United Kingdom
$155M -$6.51M 4 0.61% Reduced