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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
FC
Fairpointe Capital
Illinois
$232M -$36.3M 1 3.23% Reduced
102
SC
Sasco Capital
Connecticut
$226M -$226M 1 4.13% Reduced
103
First Manhattan
First Manhattan
New York
$225M +$6.92M 8 1.33% Increased
104
AAM
Amerigo Asset Management
Cayman Islands
$215M +$5.36M 1 17.05% Increased
105
WI
WHV Investments
California
$213M -$24.7M 3 4.77% Reduced
106
LSV Asset Management
LSV Asset Management
Illinois
$212M +$1.66M 1 0.44% Increased
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$210M -$24.4M 14 0.67% Reduced
108
Edge Asset Management
Edge Asset Management
Washington
$209M -$3.99M 4 1.89% Reduced
109
STRS Ohio
STRS Ohio
Ohio
$209M -$10.1M 7 0.92% Reduced
110
Citigroup
Citigroup
New York
$207M +$68.4M 18 0.18% Increased
111
Nomura Holdings
Nomura Holdings
Japan
$203M -$30.5M 9 0.57% Reduced
112
MC
Montag & Caldwell
Georgia
$203M +$12.1M 1 2.88% Increased
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$200M -$8.01M 11 0.71% Reduced
114
ABC
Anchor Bolt Capital
Illinois
$194M +$11.3M 3 6.96% Increased
115
NFA
Nationwide Fund Advisors
Ohio
$191M -$9.18M 15 0.78% Reduced
116
WIP
Wayzata Investment Partners
Minnesota
$190M -$12.6M 1 100% Reduced
117
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$185M -$57.3M 8 1.02% Reduced
118
Prudential plc
Prudential plc
United Kingdom
$183M +$12.9M 4 0.7% Increased
119
BlackRock Japan
BlackRock Japan
Japan
$178M +$13.1M 5 0.69% Increased
120
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$177M -$11.8M 8 0.97% Reduced
121
abrdn Investment Management
abrdn Investment Management
United Kingdom
$176M +$63.9M 2 0.74% Increased
122
MTB
Mizuho Trust & Banking
Japan
$175M +$13M 3 0.58% Increased
123
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$171M $0 3 2.83% Maintained
124
AQR Capital Management
AQR Capital Management
Connecticut
$171M +$4.25M 10 0.34% Increased
125
Royce & Associates
Royce & Associates
New York
$170M -$43.3M 11 0.72% Reduced