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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
201
KI
Kalmar Investments
Delaware
$73.9M +$12.2M 2 1.41% Increased
202
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$73.9M -$10M 10 0.53% Reduced
203
Two Sigma Investments
Two Sigma Investments
New York
$73.6M -$81.8M 13 0.33% Reduced
204
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$73.5M -$1.3M 1 0.63% Reduced
205
SCM
Stevens Capital Management
Pennsylvania
$73.3M +$73.7M 9 2.21% Increased
206
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$72.8M -$3.94M 2 0.35% Reduced
207
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$72.6M +$3.78M 1 1% Increased
208
SCCM
Schafer Cullen Capital Management
New York
$72.1M +$1.23M 2 0.69% Increased
209
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$72.1M -$5.54M 3 0.2% Reduced
210
PAR Capital Management
PAR Capital Management
Massachusetts
$71.6M -$5.78M 2 1.91% Reduced
211
Axa
Axa
France
$71M -$13.2M 4 0.3% Reduced
212
TCSAM
Tyrus Capital S.A.M.
Monaco
$69.1M +$72.4M 1 11.49% New
213
Pzena Investment Management
Pzena Investment Management
New York
$69M +$22.2M 2 0.38% Increased
214
Lyrical Asset Management
Lyrical Asset Management
New York
$69M +$13.5M 1 2.69% Increased
215
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$68.6M +$1.19M 6 2.29% Increased
216
CCM
Cornerstone Capital Management
Minnesota
$67.8M +$6.27M 1 2.22% Increased
217
Comerica Bank
Comerica Bank
Texas
$67.2M -$1.16M 12 0.59% Reduced
218
Manning & Napier Advisors
Manning & Napier Advisors
New York
$66.3M +$67.6M 2 0.28% Increased
219
GH
GAM Holding
Switzerland
$61.4M +$3.53M 8 0.89% Increased
220
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$60.3M +$1.64M 2 2.63% Increased
221
BCM
Basswood Capital Management
New York
$59.5M -$1.73M 4 3.05% Reduced
222
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$59.2M +$1.35M 2 0.48% Increased
223
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$59.1M +$359K 1 0.88% Increased
224
TPSF
Texas Permanent School Fund
Texas
$59.1M -$4.65M 8 0.67% Reduced
225
TCW Group
TCW Group
California
$58.8M -$888K 3 0.24% Reduced