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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	Columbia Wanger Asset Management Chicago, Illinois	$158M	-$45.3M	1	0.86%	Reduced
127	Baird Milwaukee, Wisconsin	$155M	-$24.4M	7	1.59%	Reduced
128	Public Employees Retirement Association of Colorado Denver, Colorado	$154M	+$1.75M	11	1.27%	Increased
129	Two Sigma Investments New York	$153M	+$18.6M	9	0.71%	Increased
130	Guggenheim Capital Chicago, Illinois	$149M	+$25.4M	11	0.35%	Increased
131	Citigroup New York	$143M	-$34.6M	15	0.14%	Reduced
132	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$142M	+$20.5M	1	0.43%	Increased
133	Axa Paris, France	$142M	+$52.4M	4	0.59%	Increased
134	Federated Hermes Pittsburgh, Pennsylvania	$141M	-$3.43M	10	0.43%	Reduced
135	Saturna Capital Bellingham, Washington	$141M	+$251K	4	3.77%	Increased
136	SCM Scopia Capital Management New York	$139M	+$140M	1	3.01%	New
137	BAMCO Inc New York	$139M	$0	1	0.54%	Maintained
138	AC Axon Capital New York	$138M	-$48.1M	1	9.67%	Reduced
139	GA Greenhaven Associates Purchase, New York	$138M	+$6.94M	1	2.48%	Increased
140	US Bancorp Minneapolis, Minnesota	$138M	+$3.75M	12	0.53%	Increased
141	Santa Barbara Asset Management Los Angeles, California	$137M	+$3.69M	1	2.65%	Increased
142	First Eagle Investment Management New York	$136M	+$132M	1	0.32%	Increased
143	Cornerstone Investment Partners Atlanta, Georgia	$134M	+$130M	2	2.47%	Increased
144	Credit Agricole Montrouge Cedex, France	$133M	-$14.7M	6	0.59%	Reduced
145	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$132M	+$3.54M	3	1.86%	Increased
146	Loomis, Sayles & Company Boston, Massachusetts	$132M	-$10.8M	4	0.36%	Reduced
147	Retirement Systems of Alabama Montgomery, Alabama	$129M	+$26.7M	6	0.69%	Increased
148	Alyeska Investment Group Chicago, Illinois	$128M	+$46.8M	4	1.78%	Increased
149	MVIP Mar Vista Investment Partners Los Angeles, California	$126M	+$33.2M	1	7.17%	Increased
150	VM Valinor Management New York	$126M	+$3.43M	1	3.31%	Increased