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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
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$267M +$5.11M 2 3.52% Increased
102
Westwood Holdings Group
Westwood Holdings Group
Texas
$263M +$2.47M 3 2.23% Increased
103
Appaloosa LP
Appaloosa LP
New Jersey
$261M -$56.9M 2 5.92% Reduced
104
JP
Jana Partners
New York
$260M +$260M 1 4.56% New
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$258M +$19.5M 12 0.8% Increased
106
IAM
Iridian Asset Management
Connecticut
$257M +$6.15M 1 2.25% Increased
107
CRM
Cramer Rosenthal McGlynn
Connecticut
$255M +$150M 4 3.91% Increased
108
Raymond James & Associates
Raymond James & Associates
Florida
$250M +$62.5M 9 0.68% Increased
109
First Manhattan
First Manhattan
New York
$245M +$5.15M 8 1.49% Increased
110
VFA
Virtus Fund Advisers
Connecticut
$245M -$15.8M 2 2.17% Reduced
111
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$243M +$17M 8 0.96% Increased
112
Glenmede Trust
Glenmede Trust
Pennsylvania
$237M +$30.2M 9 1.34% Increased
113
SC
Sasco Capital
Connecticut
$231M -$14M 2 5.78% Reduced
114
Homestead Advisers
Homestead Advisers
Virginia
$230M +$46.7M 4 3.81% Increased
115
LSV Asset Management
LSV Asset Management
Illinois
$230M -$7.29M 5 0.45% Reduced
116
Citadel Advisors
Citadel Advisors
Florida
$225M -$16.7M 13 0.23% Reduced
117
PC
Passport Capital
California
$221M +$220M 2 4.58% New
118
Prudential plc
Prudential plc
United Kingdom
$221M +$31.6M 4 0.83% Increased
119
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$221M +$8.49M 6 0.67% Increased
120
BlackRock Japan
BlackRock Japan
Japan
$218M +$19.6M 9 0.75% Increased
121
SCA
Southpoint Capital Advisors
New York
$214M +$9.6M 1 9.56% Increased
122
1832 Asset Management
1832 Asset Management
Ontario, Canada
$214M +$17.3M 3 0.8% Increased
123
Epoch Investment Partners
Epoch Investment Partners
New York
$205M -$12.6M 2 0.76% Reduced
124
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$200M +$376K 2 0.95% Increased
125
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$198M +$59.1M 2 3.64% Increased