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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
Macquarie Group
Macquarie Group
Australia
$219M -$32.4M 15 0.39% Reduced
127
SCCM
Schafer Cullen Capital Management
New York
$213M -$16.3M 3 2.47% Reduced
128
SHIM
Spruce House Investment Management
New York
$213M $0 1 10.37% Maintained
129
Axa
Axa
France
$203M +$28.2M 5 0.8% Increased
130
AL
AJO LP
Pennsylvania
$203M -$5.93M 2 0.87% Reduced
131
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$202M +$1.67M 11 0.86% Increased
132
Foresters Investment Management
Foresters Investment Management
New York
$196M +$25.6M 6 3.05% Increased
133
Third Point
Third Point
New York
$196M $0 1 1.41% Maintained
134
Citigroup
Citigroup
New York
$193M +$9.47M 18 0.15% Increased
135
First Trust Advisors
First Trust Advisors
Illinois
$191M +$15.6M 14 0.45% Increased
136
VFA
Virtus Fund Advisers
Connecticut
$190M +$34.7M 5 1.87% Increased
137
SC
Sasco Capital
Connecticut
$188M -$362K 2 6.87% Reduced
138
Pzena Investment Management
Pzena Investment Management
New York
$187M +$30.8M 1 0.92% Increased
139
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$187M -$22.5M 9 0.35% Reduced
140
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$180M -$59.3M 4 1.06% Reduced
141
Appaloosa LP
Appaloosa LP
New Jersey
$178M -$173M 2 1.66% Reduced
142
PAR Capital Management
PAR Capital Management
Massachusetts
$178M -$17.7M 1 1.99% Reduced
143
Jennison Associates
Jennison Associates
New York
$172M +$559K 4 0.17% Increased
144
Point72 Asset Management
Point72 Asset Management
Connecticut
$165M +$12.3M 8 0.71% Increased
145
Aperio Group
Aperio Group
California
$164M +$8.58M 13 0.83% Increased
146
Canada Life
Canada Life
Manitoba, Canada
$164M +$3.46M 13 0.39% Increased
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$162M +$5.61M 6 0.79% Increased
148
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$160M +$2.72M 8 0.96% Increased
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$159M -$1.78M 4 0.68% Reduced
150
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$156M +$104M 2 2.82% Increased