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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
HSBC Holdings
HSBC Holdings
United Kingdom
$181M +$18.7M 7 0.5% Increased
127
First Eagle Investment Management
First Eagle Investment Management
New York
$181M +$57.2M 2 0.46% Increased
128
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$177M -$167M 3 0.37% Reduced
129
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$177M -$2.31M 11 1.46% Reduced
130
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$172M +$85.6M 7 1.35% Increased
131
Lyrical Asset Management
Lyrical Asset Management
New York
$171M +$5.66M 1 3.56% Increased
132
Alyeska Investment Group
Alyeska Investment Group
Illinois
$170M -$108M 5 1.59% Reduced
133
GA
Greenhaven Associates
New York
$169M -$5.77M 1 3.32% Reduced
134
Guggenheim Capital
Guggenheim Capital
Illinois
$165M +$28.4M 14 0.52% Increased
135
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$165M +$7.19M 8 1.11% Increased
136
Edge Asset Management
Edge Asset Management
Washington
$160M -$31.5M 4 1.42% Reduced
137
Renaissance Technologies
Renaissance Technologies
New York
$157M -$126M 19 0.3% Reduced
138
Balyasny Asset Management
Balyasny Asset Management
Illinois
$155M +$59.7M 6 1.01% Increased
139
NFA
Nationwide Fund Advisors
Ohio
$148M -$32.5M 16 0.64% Reduced
140
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$146M +$14M 10 0.94% Increased
141
US Bancorp
US Bancorp
Minnesota
$146M +$7.48M 13 0.56% Increased
142
Credit Agricole
Credit Agricole
France
$146M -$9.42M 6 0.56% Reduced
143
Canada Life
Canada Life
Manitoba, Canada
$145M +$38.2M 12 0.44% Increased
144
AIM
Assured Investment Management
New York
$144M +$94.6M 3 3.34% Increased
145
SCCM
Schafer Cullen Capital Management
New York
$139M +$56.1M 3 1.69% Increased
146
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$138M +$21.4M 1 2.59% Increased
147
Eaton Vance Management
Eaton Vance Management
Massachusetts
$136M -$1.8M 6 0.4% Reduced
148
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$135M -$46.8M 5 0.45% Reduced
149
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$135M +$2.7M 5 0.53% Increased
150
PAR Capital Management
PAR Capital Management
Massachusetts
$133M +$12.2M 1 2.21% Increased