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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	Renaissance Technologies New York	$350M	-$107M	12	0.44%	Reduced
102	Luther King Capital Management (LKCM) Fort Worth, Texas	$350M	-$565K	4	1.88%	Reduced
103	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$346M	+$10.7M	6	0.78%	Increased
104	Envestnet Asset Management Chicago, Illinois	$345M	+$78.3M	15	0.22%	Increased
105	Swedbank Stockholm, Sweden	$344M	+$170M	9	0.71%	Increased
106	Barclays London, United Kingdom	$341M	+$73.3M	18	0.18%	Increased
107	Holocene Advisors New York	$340M	+$41.4M	5	2.13%	Increased
108	Korea Investment Corp Seoul, South Korea	$338M	-$43.1M	5	1.07%	Reduced
109	Robeco Institutional Asset Management Rotterdam, Netherlands	$320M	-$10.9M	8	0.79%	Reduced
110	Jennison Associates New York	$316M	+$22.1M	6	0.23%	Increased
111	US Bancorp Minneapolis, Minnesota	$313M	+$7.89M	19	0.63%	Increased
112	Allianz Asset Management Munich, Germany	$309M	-$104M	11	0.3%	Reduced
113	First Manhattan New York	$306M	-$9.18M	8	1.32%	Reduced
114	Public Employees Retirement Association of Colorado Denver, Colorado	$306M	-$8.64M	13	1.43%	Reduced
115	Westfield Capital Management Boston, Massachusetts	$291M	-$60.8M	3	1.81%	Reduced
116	Canada Life Winnipeg, Manitoba, Canada	$291M	-$42M	16	0.71%	Reduced
117	Primecap Management Pasadena, California	$268M	+$38.4M	3	0.19%	Increased
118	APG Asset Management Amsterdam, Netherlands	$266M	-$45.2M	11	0.45%	Reduced
119	Two Sigma Investments New York	$266M	+$37.9M	10	0.69%	Increased
120	Burgundy Asset Management Toronto, Ontario, Canada	$264M	-$13.2M	1	2.69%	Reduced
121	Aviva London, United Kingdom	$262M	-$16.7M	6	1.28%	Reduced
122	Fuller & Thaler Asset Management San Mateo, California	$255M	+$42M	6	1.79%	Increased
123	Brown Advisory Baltimore, Maryland	$252M	+$11.3M	9	0.43%	Increased
124	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$251M	+$17.9M	2	0.52%	Increased
125	Impax Asset Management Group London, United Kingdom	$247M	+$32.8M	7	1.27%	Increased