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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
PAM
Private Asset Management
California
$322K -$23.3K 1 0.05% Reduced
2477
CG
Corundum Group
Colorado
$321K +$7.81K 1 0.27% Increased
2478
ACP
Arcus Capital Partners
Georgia
$320K +$284K 1 0.05% New
2479
AA
Addison Advisors
Vermont
$319K +$296K 3 0.31% New
2480
EWP
Engrave Wealth Partners
Texas
$318K +$32.9K 1 0.26% Increased
2481
VCG
Vantage Consulting Group
Virginia
$318K +$298K 15 0.03% New
2482
FP
Fiduciary Planning
Florida
$317K +$246K 2 0.45% Increased
2483
RWG
Regal Wealth Group
California
$317K -$396K 2 0.19% Reduced
2484
FNC
First National Corp
Massachusetts
$316K -$63.8K 1 0.09% Reduced
2485
BOS
Bingham Osborn & Scarborough
California
$314K -$245K 1 0.03% Reduced
2486
EI
Ellevest Inc
New York
$314K +$131K 11 0.05% Increased
2487
PCFFS
Pacific Center for Financial Services
California
$314K -$2K 2 0.12% Reduced
2488
OCM
Orion Capital Management
California
$313K +$283K 1 0.23% New
2489
TA
TrueWealth Advisors
Alabama
$313K +$289K 1 0.27% New
2490
ECM
Elgethun Capital Management
South Dakota
$312K +$1.45K 1 0.13% Increased
2491
XF
XML Financial
Maryland
$312K +$37.1K 1 0.08% Increased
2492
GAM
Gemmer Asset Management
California
$310K +$3.6K 10 0.05% Increased
2493
EML
Eos Management LP
New York
$308K $0 1 0.35% Maintained
2494
LAM
L2 Asset Management
Massachusetts
$307K +$295K 1 0.21% New
2495
Circle Wealth Management
Circle Wealth Management
New Jersey
$306K +$1.64K 1 0.04% Increased
2496
Loews Corp
Loews Corp
New York
$304K +$305K 1 0% New
2497
GEM
Global Endowment Management
North Carolina
$303K -$80.8K 1 0.02% Reduced
2498
PWM
PRW Wealth Management
Massachusetts
$303K $0 1 0.17% Maintained
2499
Apella Capital
Apella Capital
Connecticut
$302K $0 1 0.11% Maintained
2500
BFO
Biltmore Family Office
North Carolina
$302K $0 1 0.09% Maintained