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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	Westfield Capital Management Boston, Massachusetts	$240M	-$10.9M	2	1.65%	Reduced
102	Canada Life Winnipeg, Manitoba, Canada	$228M	+$117M	18	0.52%	Increased
103	AL AJO LP Philadelphia, Pennsylvania	$225M	+$41.2M	8	2.06%	Increased
104	Stifel Financial St. Louis, Missouri	$215M	+$9.86M	10	0.5%	Increased
105	First Manhattan New York	$215M	-$5.5M	7	1.24%	Reduced
106	VOYA Investment Management Atlanta, Georgia	$212M	-$207M	17	0.49%	Reduced
107	Burgundy Asset Management Toronto, Ontario, Canada	$210M	+$175M	1	2.45%	New
108	SAM Southeastern Asset Management Memphis, Tennessee	$197M	+$165M	1	4.92%	New
109	AGF Investments Inc Toronto, Ontario, Canada	$194M	-$25.5M	6	2.05%	Reduced
110	SCCM Schafer Cullen Capital Management New York	$193M	+$4.59M	4	2.98%	Increased
111	Waddell & Reed Financial Overland Park, Kansas	$193M	+$32.9M	4	0.5%	Increased
112	Mackenzie Financial Toronto Ontario, Ontario, Canada	$190M	+$18.4M	7	0.51%	Increased
113	Brandywine Global Investment Management Philadelphia, Pennsylvania	$189M	+$98.3M	10	1.92%	Increased
114	Eaton Vance Management Boston, Massachusetts	$185M	+$26.7M	10	0.38%	Increased
115	APG Asset Management Amsterdam, Netherlands	$184M	+$20.8M	9	0.33%	Increased
116	Mairs & Power Inc St Paul, Minnesota	$183M	+$752K	2	2.39%	Increased
117	HSBC Holdings London, United Kingdom	$183M	+$7.13M	13	0.35%	Increased
118	Bank Julius Baer & Co Zurich, Switzerland	$182M	+$251M	3	2.1%	Increased
119	Federated Hermes Pittsburgh, Pennsylvania	$182M	+$7.37M	15	0.45%	Increased
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$180M	+$13M	9	0.44%	Increased
121	Cooke & Bieler Philadelphia, Pennsylvania	$179M	+$9.04M	2	2.46%	Increased
122	Envestnet Asset Management Chicago, Illinois	$177M	+$13.3M	13	0.17%	Increased
123	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$173M	+$30.5M	6	1.29%	Increased
124	Barclays London, United Kingdom	$171M	+$32.1M	18	0.13%	Increased
125	Two Sigma Investments New York	$167M	+$148M	10	0.83%	Increased