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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	Diamond Hill Capital Management Columbus, Ohio	$214M	+$41.6M	2	1.13%	Increased
127	Bahl & Gaynor Cincinnati, Ohio	$214M	+$69.6M	5	2.34%	Increased
128	Artisan Partners Milwaukee, Wisconsin	$209M	+$5.91M	2	0.39%	Increased
129	Teacher Retirement System of Texas Austin, Texas	$205M	+$35.3M	7	1.26%	Increased
130	Stifel Financial St. Louis, Missouri	$201M	+$27.9M	9	0.7%	Increased
131	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$198M	+$93.3M	9	0.4%	Increased
132	Loomis, Sayles & Company Boston, Massachusetts	$188M	-$2.99M	7	0.41%	Reduced
133	CIBC Private Wealth Group Atlanta, Georgia	$187M	+$58.1M	5	0.85%	Increased
134	SHIM Spruce House Investment Management New York	$181M	$0	1	11.72%	Maintained
135	Third Point New York	$181M	$0	1	1.52%	Maintained
136	SC Sasco Capital Fairfield, Connecticut	$180M	-$58.9M	2	6.46%	Reduced
137	NFA Nationwide Fund Advisors Columbus, Ohio	$177M	+$22.6M	18	0.7%	Increased
138	AL AJO LP Philadelphia, Pennsylvania	$177M	-$64.1M	1	0.77%	Reduced
139	Citigroup New York	$171M	+$3.75M	17	0.14%	Increased
140	PAR Capital Management Boston, Massachusetts	$166M	-$20.5M	1	1.89%	Reduced
141	Thrivent Financial for Lutherans Minneapolis, Minnesota	$166M	+$1.01M	11	0.59%	Increased
142	Foresters Investment Management New York	$164M	+$17.6M	6	2.67%	Increased
143	First Trust Advisors Wheaton, Illinois	$163M	-$1.19M	14	0.42%	Reduced
144	Axa Paris, France	$161M	+$10.6M	5	0.69%	Increased
145	Los Angeles Capital Management Los Angeles, California	$161M	+$87.5M	8	0.93%	Increased
146	Aviva London, United Kingdom	$161M	-$1.98M	5	0.86%	Reduced
147	Jennison Associates New York	$160M	+$32M	5	0.16%	Increased
148	Chevy Chase Trust Bethesda, Maryland	$154M	+$1.02M	4	0.7%	Increased
149	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$154M	+$24.7M	3	2.46%	Increased
150	Canada Life Winnipeg, Manitoba, Canada	$151M	+$12.7M	13	0.38%	Increased