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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
2476
CWA
Crux Wealth Advisors
California
$806K -$706 2 0.28% Reduced
2477
CCP
Cane Capital Partners
Louisiana
$803K +$205K 2 0.32% Increased
2478
HWM
Hohimer Wealth Management
Washington
$800K -$769K 2 0.08% Reduced
2479
VCM
Virtue Capital Management
Tennessee
$800K -$56.9K 2 0.11% Reduced
2480
MM
MQS Management
New York
$798K +$426K 2 0.97% Increased
2481
CPA
Capital Performance Advisors
California
$798K -$1.3M 3 0.05% Reduced
2482
DMBA
Deseret Mutual Benefit Administrators
Utah
$797K -$204K 7 0.26% Reduced
2483
ACM
Aurdan Capital Management
Pennsylvania
$792K -$350K 2 0.2% Reduced
2484
MAMG
Milestone Asset Management Group
Connecticut
$791K $0 1 0.4% Maintained
2485
1WM
1900 Wealth Management
Texas
$790K -$240K 2 0.04% Reduced
2486
SIP
Snowwater Investment Partners
Connecticut
$790K -$251K 2 0.55% Reduced
2487
AFW
Avantra Family Wealth
Pennsylvania
$790K +$1.13K 2 0.5% Increased
2488
FLFS
Family Legacy Financial Solutions
North Carolina
$788K -$515K 1 0.48% Reduced
2489
ORI
Oak Ridge Investments
Illinois
$786K -$266K 1 0.04% Reduced
2490
RWFS
Rayburn West Financial Services
Tennessee
$786K $0 1 0.43% Maintained
2491
JAG
Journey Advisory Group
Kentucky
$783K -$452K 2 0.06% Reduced
2492
SC
Searle & Co
Connecticut
$781K -$5.95M 2 0.18% Reduced
2493
WIC
Wilkins Investment Counsel
Massachusetts
$780K -$365K 2 0.11% Reduced
2494
CBT
Central Bank & Trust
Kentucky
$780K -$753K 1 0.11% Reduced
2495
AF
Alerus Financial
North Dakota
$779K -$68K 3 0.03% Reduced
2496
KLCM
KG&L Capital Management
Louisiana
$773K +$159K 2 0.46% Increased
2497
LC
Lawood & Co
Pennsylvania
$770K +$361K 1 0.52% Increased
2498
ACS
Archford Capital Strategies
Illinois
$770K -$790K 1 0.08% Reduced
2499
GIM
Generali Investments Management
Slovenia
$766K +$521K 1 0.17% Increased
2500
UF
Univest Financial
Pennsylvania
$766K -$366K 2 0.04% Reduced