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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	Luther King Capital Management (LKCM) Fort Worth, Texas	$187M	-$1.84M	3	1.83%	Reduced
127	MC Montag & Caldwell Atlanta, Georgia	$187M	-$3.69M	1	3.92%	Reduced
128	Public Employees Retirement Association of Colorado Denver, Colorado	$185M	+$7.96M	11	1.5%	Increased
129	NFA Nationwide Fund Advisors Columbus, Ohio	$185M	+$32.7M	16	0.77%	Increased
130	Viking Global Investors Stamford, Connecticut	$184M	+$183M	1	0.79%	New
131	State of Tennessee, Department of Treasury Nashville, Tennessee	$183M	-$26.3M	10	0.88%	Reduced
132	AL AJO LP Philadelphia, Pennsylvania	$182M	+$128M	2	0.78%	Increased
133	Axa Paris, France	$182M	-$84.2M	5	0.8%	Reduced
134	Thrivent Financial for Lutherans Minneapolis, Minnesota	$178M	-$6.64M	10	0.81%	Reduced
135	Guggenheim Capital Chicago, Illinois	$173M	+$1.75M	14	0.54%	Increased
136	GA Greenhaven Associates Purchase, New York	$172M	-$3.03M	1	3.29%	Reduced
137	Credit Agricole Montrouge Cedex, France	$168M	+$17.2M	8	0.55%	Increased
138	Lyrical Asset Management New York	$167M	-$4.51M	1	3.27%	Reduced
139	MTB Mizuho Trust & Banking Tokyo, Japan	$159M	-$45.4M	2	0.47%	Reduced
140	ABC Anchor Bolt Capital Chicago, Illinois	$158M	-$56.7M	1	4.86%	Reduced
141	State of Michigan Retirement System Lansing, Michigan	$158M	-$13.8M	7	1.25%	Reduced
142	HSBC Holdings London, United Kingdom	$155M	-$27.5M	8	0.38%	Reduced
143	Brandywine Global Investment Management Philadelphia, Pennsylvania	$153M	-$15.1M	7	1.01%	Reduced
144	AIM Assured Investment Management New York	$153M	+$5.84M	4	3.49%	Increased
145	Loomis, Sayles & Company Boston, Massachusetts	$152M	+$32M	7	0.39%	Increased
146	SCCM Schafer Cullen Capital Management New York	$152M	+$2.4M	3	1.83%	Increased
147	Point72 Asset Management Stamford, Connecticut	$151M	+$68.8M	7	1.06%	Increased
148	Edge Asset Management Seattle, Washington	$149M	-$17M	4	1.25%	Reduced
149	Eaton Vance Management Boston, Massachusetts	$145M	+$7.68M	6	0.42%	Increased
150	Aviva London, United Kingdom	$145M	+$18.8M	5	0.9%	Increased