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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
2501
CWM
Concentric Wealth Management
California
$302K $0 1 0.11% Maintained
2502
LA
Latitude Advisors
Florida
$302K +$273K 1 0.27% New
2503
BA
Bennicas & Associates
California
$301K $0 1 0.18% Maintained
2504
OFW
Omnia Family Wealth
Florida
$300K -$7.27K 1 0.27% Reduced
2505
SJIM
St. Johns Investment Management
Florida
$298K -$61.8K 1 0.18% Reduced
2506
ETI
Enterprise Trust & Investment
California
$297K $0 2 0.14% Maintained
2507
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$297K $0 1 0.02% Maintained
2508
WW
Waterfront Wealth
Kansas
$297K +$269K 1 0.21% New
2509
NL
NKCFO LLC
Illinois
$296K +$296K 1 0.12% New
2510
IIA
ICW Investment Advisors
Arizona
$294K +$282K 1 0.21% New
2511
LAM
LifePro Asset Management
California
$294K +$266K 1 0.09% New
2512
DC
Derby & Company
Massachusetts
$292K $0 1 0.07% Maintained
2513
PBC
Pavion Blue Capital
California
$292K -$19.1K 1 0.2% Reduced
2514
PG
Proffitt & Goodson
Tennessee
$292K +$195 3 0.06% Increased
2515
CRIG
Charter Research & Investment Group
Connecticut
$291K -$4K 1 0.28% Reduced
2516
PC
Port Capital
Illinois
$291K -$4.18K 1 0.02% Reduced
2517
AA
AlphaMark Advisors
Kentucky
$290K -$32.9K 3 0.11% Reduced
2518
FWP
FAS Wealth Partners
Kansas
$290K +$5.81K 1 0.03% Increased
2519
JC
JBF Capital
Colorado
$290K -$174K 1 0.05% Reduced
2520
KA
Kozak & Associates
Colorado
$290K +$275K 1 0.22% New
2521
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$289K -$10.5K 1 0.02% Reduced
2522
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$288K -$6.49K 1 0.1% Reduced
2523
RCA
Ranch Capital Advisors
Florida
$288K -$11.7K 6 0.21% Reduced
2524
WVP
Worth Venture Partners
New Jersey
$287K $0 1 0.23% Maintained
2525
SWMG
Strategic Wealth Management Group
Maryland
$286K -$6.18K 1 0.12% Reduced