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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
126
CCI
Columbus Circle Investors
$133M +$89.8M 2 0.95% Increased
127
BlackRock Japan
BlackRock Japan
Japan
$133M -$245K 6 0.63% Reduced
128
JP
Jana Partners
New York
$132M +$117M 1 1.52% New
129
Scout Investments
Scout Investments
Missouri
$132M +$34.2K 1 0.92% Increased
130
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$131M -$1.9M 11 1.21% Reduced
131
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$131M +$25.5M 4 1.12% Increased
132
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$130M +$22M 8 0.31% Increased
133
Wedge Capital Management
Wedge Capital Management
North Carolina
$129M -$7.06M 2 1.49% Reduced
134
Credit Agricole
Credit Agricole
France
$127M +$124M 7 0.56% New
135
Citadel Advisors
Citadel Advisors
Florida
$127M -$213M 11 0.19% Reduced
136
Renaissance Technologies
Renaissance Technologies
New York
$127M +$72.1M 13 0.31% Increased
137
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$126M -$26.9M 6 1.26% Reduced
138
PCM
Pennant Capital Management
New Jersey
$125M -$484K 1 2.23% Reduced
139
Saturna Capital
Saturna Capital
Washington
$121M -$133K 4 3.21% Reduced
140
CM
CS McKee
Pennsylvania
$120M -$6.04M 1 2.04% Reduced
141
Discovery Capital Management
Discovery Capital Management
Connecticut
$119M -$73.9M 1 1.05% Reduced
142
AR
Advisory Research
Illinois
$119M +$12.6M 1 1.28% Increased
143
Barclays
Barclays
United Kingdom
$116M -$12.4M 13 0.14% Reduced
144
MTB
Mizuho Trust & Banking
Japan
$115M $0 2 0.48% Maintained
145
HSBC Holdings
HSBC Holdings
United Kingdom
$114M +$14.2M 7 0.31% Increased
146
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$113M -$937K 3 1.09% Reduced
147
VM
Valinor Management
New York
$112M +$35.6M 1 4.13% Increased
148
Federated Hermes
Federated Hermes
Pennsylvania
$111M -$50.4M 7 0.43% Reduced
149
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$111M +$108M 7 0.67% New
150
US Bancorp
US Bancorp
Minnesota
$108M +$4.04M 12 0.48% Increased