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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
2526
LAM
Lountzis Asset Management
Pennsylvania
$24K $0 1 0.02% Maintained
2527
DI
Disciplined Investments
Oklahoma
$23K -$13.8K 4 0.02% Reduced
2528
AWM
Adams Wealth Management
Utah
$21K +$20.7K 2 0.02% New
2529
Cohen & Steers
Cohen & Steers
New York
$21K $0 1 0% Maintained
2530
CWM
Cranbrook Wealth Management
Michigan
$21K $0 1 0.01% Maintained
2531
SA
SRH Advisors
Kansas
$20K $0 2 0.04% Maintained
2532
KC
Knuff & Co
California
$18K +$16.8K 1 0.01% New
2533
PS
Planned Solutions
California
$17K +$16.2K 2 0.02% New
2534
ICM
Islay Capital Management
Texas
$16K -$94.7K 1 0.02% Reduced
2535
BSG
Black Swift Group
Colorado
$15K +$14.7K 1 0.01% New
2536
IWP
IAG Wealth Partners
Wisconsin
$14K -$86.2K 2 0.01% Reduced
2537
LAS
Lloyd Advisory Services
Georgia
$14K +$1.36K 4 0.01% Increased
2538
TJHA
Thomas J. Herzfeld Advisors
Florida
$14K +$446 1 0.01% Increased
2539
APC
Aspire Private Capital
North Carolina
$13K +$12.8K 3 0.01% New
2540
CWAF
Core Wealth Advisors (Florida)
Florida
$13K +$12K 1 0.01% New
2541
SGAM
Smith Group Asset Management
Texas
$13K -$15.4K 1 0% Reduced
2542
SSWG
Seven Springs Wealth Group
Tennessee
$12K $0 1 0.01% Maintained
2543
AWMS
Advocacy Wealth Management Services
Georgia
$11K -$9.81K 1 0% Reduced
2544
DTIM
Danda Trouve Investment Management
Kansas
$8K +$7.88K 1 0.01% New
2545
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$8K $0 1 0% Maintained
2546
AIA
Arcadia Investment Advisors
Idaho
$6.45K +$6.47K 1 0% New
2547
OAJ
Ogorek Anthony Joseph
New York
$6K -$14.3K 3 0% Reduced
2548
RBC
Roble Belko & Company
Pennsylvania
$6K +$2.38K 2 0% Increased
2549
CI
Cordant Inc
Oregon
$5K +$4.59K 1 0% New
2550
TWP
TFO Wealth Partners
Ohio
$5K +$4.13K 2 0% New