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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	Public Employees Retirement Association of Colorado Denver, Colorado	$267M	+$20M	11	1.97%	Increased
102	IAM Iridian Asset Management Westport, Connecticut	$263M	-$41.5M	1	2.33%	Reduced
103	HSBC Holdings London, United Kingdom	$258M	-$14.3M	8	0.47%	Reduced
104	Macquarie Group Sydney, NSW 2000, Australia	$258M	-$13.1M	10	0.47%	Reduced
105	Westwood Holdings Group Dallas, Texas	$257M	-$3.14M	3	2.09%	Reduced
106	SCM Scopia Capital Management New York	$255M	-$69.9M	1	5.27%	Reduced
107	APG Asset Management Amsterdam, Netherlands	$255M	+$705K	4	0.46%	Increased
108	Artisan Partners Milwaukee, Wisconsin	$240M	-$45.7M	1	0.45%	Reduced
109	Credit Agricole Montrouge Cedex, France	$240M	+$52.1M	7	0.79%	Increased
110	SC Sasco Capital Fairfield, Connecticut	$237M	-$31.3M	2	6.7%	Reduced
111	Homestead Advisers Arlington, Virginia	$230M	$0	3	3.6%	Maintained
112	Lyrical Asset Management New York	$228M	+$37.2M	1	3.21%	Increased
113	SCCM Schafer Cullen Capital Management New York	$228M	+$19.4M	3	2.84%	Increased
114	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$228M	+$222M	2	13.7%	New
115	Prudential plc London, England, United Kingdom	$227M	-$14.8M	5	0.75%	Reduced
116	State of Wisconsin Investment Board Madison, Wisconsin	$226M	+$8.78M	9	0.73%	Increased
117	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$225M	+$33.5M	4	1.24%	Increased
118	DZ Bank Frankfurt Am Main, Germany	$218M	+$53M	7	1.01%	Increased
119	AL AJO LP Philadelphia, Pennsylvania	$214M	-$94.6M	1	0.91%	Reduced
120	Panagora Asset Management Boston, Massachusetts	$213M	+$56M	14	0.86%	Increased
121	Capital Research Global Investors Los Angeles, California	$213M	-$128M	3	0.07%	Reduced
122	Luther King Capital Management (LKCM) Fort Worth, Texas	$212M	-$718K	4	1.92%	Reduced
123	BNP Paribas Financial Markets Paris, France	$211M	+$26.8M	18	0.64%	Increased
124	Ninety One (UK) London, United Kingdom	$201M	-$80.7M	2	0.96%	Reduced
125	AQR Arbitrage Greenwich, Connecticut	$197M	+$157M	3	2.15%	Increased