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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
Artisan Partners
Artisan Partners
Wisconsin
$145M +$491K 3 0.3% Increased
127
BAMCO Inc
BAMCO Inc
New York
$145M $0 1 0.65% Maintained
128
GA
Greenhaven Associates
New York
$144M +$338K 1 2.88% Increased
129
Trian Fund Management
Trian Fund Management
New York
$144M -$266M 1 1.23% Reduced
130
CI Investments Inc
CI Investments Inc
Ontario, Canada
$142M +$61.1M 1 1.85% Increased
131
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$141M +$3.52M 11 1.24% Increased
132
Citigroup
Citigroup
New York
$139M -$33.9M 17 0.13% Reduced
133
SCM
Scopia Capital Management
New York
$134M +$28.6M 1 2.88% Increased
134
Two Sigma Investments
Two Sigma Investments
New York
$132M +$85.4M 14 0.68% Increased
135
Eaton Vance Management
Eaton Vance Management
Massachusetts
$130M +$14.7M 6 0.4% Increased
136
Royce & Associates
Royce & Associates
New York
$128M -$22M 11 0.68% Reduced
137
Lyrical Asset Management
Lyrical Asset Management
New York
$125M +$16.4M 1 2.98% Increased
138
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$125M -$1.39M 1 2.61% Reduced
139
Two Sigma Advisers
Two Sigma Advisers
New York
$124M +$76.6M 13 0.78% Increased
140
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$122M +$25.6M 8 0.79% Increased
141
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$121M +$26.6M 2 3.44% Increased
142
WIP
Wayzata Investment Partners
Minnesota
$119M -$77.4M 1 48.6% Reduced
143
UBS O'Connor
UBS O'Connor
Illinois
$118M +$55.4M 5 1.11% Increased
144
US Bancorp
US Bancorp
Minnesota
$117M -$1.44M 13 0.49% Reduced
145
Baird Financial Group
Baird Financial Group
Wisconsin
$115M -$25.5M 6 1.22% Reduced
146
Federated Hermes
Federated Hermes
Pennsylvania
$114M -$2.77M 9 0.37% Reduced
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$114M -$1.18M 6 0.69% Reduced
148
Guggenheim Capital
Guggenheim Capital
Illinois
$114M -$12.8M 11 0.35% Reduced
149
HSBC Holdings
HSBC Holdings
United Kingdom
$109M +$1.33M 9 0.28% Increased
150
Point72 Asset Management
Point72 Asset Management
Connecticut
$105M -$98.4M 8 0.83% Reduced