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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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$204M +$52M 5 2.17% Increased
127
Westwood Holdings Group
Westwood Holdings Group
Texas
$203M -$79.8M 4 2.21% Reduced
128
CI Investments Inc
CI Investments Inc
Ontario, Canada
$203M -$45.1M 2 1.13% Reduced
129
Epoch Investment Partners
Epoch Investment Partners
New York
$199M -$10.1M 2 0.9% Reduced
130
Aperio Group
Aperio Group
California
$197M +$11.6M 17 0.8% Increased
131
HSBC Holdings
HSBC Holdings
United Kingdom
$189M -$19.5M 12 0.36% Reduced
132
LPC
Long Pond Capital
New York
$187M $0 1 5.61% Maintained
133
Marshall Wace North America
Marshall Wace North America
New York
$185M -$20.9M 3 1.15% Reduced
134
National Pension Service
National Pension Service
South Korea
$183M +$51.2M 2 0.61% Increased
135
Homestead Advisers
Homestead Advisers
Virginia
$180M $0 1 3.4% Maintained
136
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$179M -$4.11M 6 0.84% Reduced
137
BCM
Brown Capital Management
Maryland
$177M +$12.7M 2 1.68% Increased
138
MVIP
Mar Vista Investment Partners
California
$175M -$7.79M 1 4.65% Reduced
139
Korea Investment Corp
Korea Investment Corp
South Korea
$175M +$4.85M 4 0.75% Increased
140
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$173M +$6.37M 5 0.59% Increased
141
Eaton Vance Management
Eaton Vance Management
Massachusetts
$169M +$5.69M 7 0.37% Increased
142
US Bancorp
US Bancorp
Minnesota
$166M -$3.76M 15 0.46% Reduced
143
SHIM
Spruce House Investment Management
New York
$166M $0 1 6.23% Maintained
144
Nomura Asset Management
Nomura Asset Management
Japan
$166M +$4.91M 5 1.64% Increased
145
SCM
Scopia Capital Management
New York
$166M -$111M 1 7.36% Reduced
146
PGGM Investments
PGGM Investments
Netherlands
$162M -$19.7M 3 0.81% Reduced
147
Balyasny Asset Management
Balyasny Asset Management
Illinois
$162M -$9.92M 7 1.04% Reduced
148
Envestnet Asset Management
Envestnet Asset Management
Illinois
$162M +$15.9M 14 0.2% Increased
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$160M -$3.86M 3 0.66% Reduced
150
D1 Capital Partners
D1 Capital Partners
New York
$159M +$37.7M 1 2.27% Increased