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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
151	Citigroup New York	$121M	-$23.2M	19	0.14%	Reduced
152	Cornerstone Investment Partners Atlanta, Georgia	$120M	-$5.82M	2	3.88%	Reduced
153	Loomis, Sayles & Company Boston, Massachusetts	$118M	-$3.31M	8	0.34%	Reduced
154	First Eagle Investment Management New York	$118M	+$110M	1	0.3%	Increased
155	Fisher Asset Management Camas, Washington	$116M	-$111M	6	0.22%	Reduced
156	Pictet Asset Management (UK) London, United Kingdom	$116M	+$4.13M	3	0.51%	Increased
157	Aviva London, United Kingdom	$116M	-$1.65M	5	0.86%	Reduced
158	Meyer Handelman Company Rye Brook, New York	$114M	-$486K	3	5.28%	Reduced
159	Santa Barbara Asset Management Los Angeles, California	$112M	-$36.4M	1	2.21%	Reduced
160	PAR Capital Management Boston, Massachusetts	$111M	+$16.2M	1	1.78%	Increased
161	Jennison Associates New York	$110M	+$10.3M	2	0.12%	Increased
162	Chevy Chase Trust Bethesda, Maryland	$110M	+$1.68M	3	0.63%	Increased
163	Cincinnati Financial Corp Fairfield, Ohio	$106M	$0	1	6.27%	Maintained
164	LCS Levin Capital Strategies New York	$106M	+$83.5M	4	1.92%	Increased
165	HCM Holland Capital Management Chicago, Illinois	$103M	-$1.32M	1	2.74%	Reduced
166	Nicholas Company Milwaukee, Wisconsin	$103M	+$173K	2	2.1%	Increased
167	Royce & Associates New York	$103M	-$30.3M	10	0.65%	Reduced
168	Stifel Financial St. Louis, Missouri	$102M	+$6.78M	9	0.54%	Increased
169	Saturna Capital Bellingham, Washington	$101M	+$20.3K	3	3.24%	Increased
170	Sterling Capital Management Charlotte, North Carolina	$100M	+$2.39M	4	0.91%	Increased
171	Janus Henderson Group London,	$99.7M	+$1.08M	5	0.81%	Increased
172	Canada Life Winnipeg, Manitoba, Canada	$99.5M	+$3.17M	12	0.36%	Increased
173	British Columbia Investment Management Victoria, British Columbia, Canada	$97.8M	+$1.45M	4	0.92%	Increased
174	Bessemer Group Woodbridge, New Jersey	$97.1M	-$9.91M	8	0.55%	Reduced
175	IC Inverness Counsel New York	$96.8M	-$10.7M	1	7.51%	Reduced