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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
$182M -$1.07M 14 0.31% Reduced
127
Appaloosa LP
Appaloosa LP
New Jersey
$180M -$19.9M 2 2.05% Reduced
128
SCCM
Schafer Cullen Capital Management
New York
$180M -$11.1M 3 2.32% Reduced
129
Alyeska Investment Group
Alyeska Investment Group
Illinois
$180M +$2.99M 3 1.61% Increased
130
KP
Kiltearn Partners
United Kingdom
$178M +$35.1M 1 4% Increased
131
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$172M -$49.6M 3 1.96% Reduced
132
SEI Investments
SEI Investments
Pennsylvania
$171M +$26.4M 14 0.58% Increased
133
SC
Sasco Capital
Connecticut
$161M +$23.3M 2 6.41% Increased
134
SHIM
Spruce House Investment Management
New York
$158M $0 1 5.79% Maintained
135
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$156M -$22.4M 4 1.11% Reduced
136
Foresters Investment Management
Foresters Investment Management
New York
$156M -$23.9M 6 2.66% Reduced
137
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$155M +$15.7M 2 2.79% Increased
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$155M +$1.98M 6 0.76% Increased
139
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$154M +$36.5M 3 1.65% Increased
140
Canada Life
Canada Life
Manitoba, Canada
$153M +$1.09M 15 0.36% Increased
141
Holocene Advisors
Holocene Advisors
New York
$153M +$10.3M 6 3.26% Increased
142
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$153M +$163K 8 0.98% Increased
143
Federated Hermes
Federated Hermes
Pennsylvania
$152M +$44.1M 13 0.45% Increased
144
VVP
Vulcan Value Partners
Alabama
$152M +$52.1M 2 1.18% Increased
145
PGGM Investments
PGGM Investments
Netherlands
$150M +$38.9M 3 0.82% Increased
146
Aperio Group
Aperio Group
California
$150M -$174K 12 0.72% Reduced
147
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$150M -$29M 8 0.29% Reduced
148
Aberdeen Group
Aberdeen Group
United Kingdom
$146M -$193M 5 0.28% Reduced
149
US Bancorp
US Bancorp
Minnesota
$145M -$317K 14 0.44% Reduced
150
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$145M +$17.8M 9 0.73% Increased