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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	Select Equity Group New York	$240M	+$47M	2	2.11%	Increased
102	SC Sasco Capital Fairfield, Connecticut	$240M	+$94.8M	2	5.99%	Increased
103	First Manhattan New York	$239M	-$2.16M	9	1.47%	Reduced
104	Citadel Advisors Miami, Florida	$236M	-$128M	14	0.26%	Reduced
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$235M	+$27.3M	12	0.75%	Increased
106	Gabelli Funds Rye, New York	$232M	-$11.9M	6	1.37%	Reduced
107	State of Wisconsin Investment Board Madison, Wisconsin	$221M	-$22M	8	0.89%	Reduced
108	ABC Anchor Bolt Capital Chicago, Illinois	$215M	-$36.8M	2	7.49%	Reduced
109	LSV Asset Management Chicago, Illinois	$208M	+$10.1M	5	0.43%	Increased
110	State of Tennessee, Department of Treasury Nashville, Tennessee	$207M	+$35.4M	10	1.05%	Increased
111	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$207M	-$41.2M	2	0.85%	Reduced
112	Epoch Investment Partners New York	$204M	-$7.17M	2	0.76%	Reduced
113	SCA Southpoint Capital Advisors New York	$204M	+$4.21M	1	10.89%	Increased
114	MTB Mizuho Trust & Banking Tokyo, Japan	$203M	+$1.3M	3	0.62%	Increased
115	Glenmede Trust Philadelphia, Pennsylvania	$203M	+$20.9M	9	1.23%	Increased
116	Lord, Abbett & Co Jersey City, New Jersey	$199M	-$24.8M	6	0.62%	Reduced
117	1832 Asset Management Toronto, Ontario, Canada	$197M	-$2.99M	5	0.77%	Reduced
118	BlackRock Japan Tokyo, Japan	$196M	-$6.74M	11	0.7%	Reduced
119	abrdn Investment Management Edinburgh, United Kingdom	$194M	-$2.96M	2	0.88%	Reduced
120	MC Montag & Caldwell Atlanta, Georgia	$190M	-$13.4M	1	3.87%	Reduced
121	Prudential plc London, England, United Kingdom	$189M	-$634K	4	0.74%	Reduced
122	Luther King Capital Management (LKCM) Fort Worth, Texas	$188M	-$4.71M	3	1.84%	Reduced
123	Homestead Advisers Arlington, Virginia	$183M	-$2.54M	3	3.15%	Reduced
124	Raymond James & Associates St Petersburg, Florida	$182M	+$49.5M	9	0.57%	Increased
125	Thrivent Financial for Lutherans Minneapolis, Minnesota	$182M	+$18.1M	12	0.87%	Increased