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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
ACM
Adalta Capital Management
New York
$326K +$41.6K 1 0.19% Increased
2527
Crescent Grove Advisors
Crescent Grove Advisors
Illinois
$326K -$4.88K 1 0.04% Reduced
2528
FP
Fiduciary Planning
Florida
$326K $0 2 0.49% Maintained
2529
Gemmer Asset Management
Gemmer Asset Management
California
$326K -$8.95K 9 0.05% Reduced
2530
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$320K +$1.17K 1 0.12% Increased
2531
PCFFS
Pacific Center for Financial Services
California
$320K $0 2 0.15% Maintained
2532
SDAM
Shulman DeMeo Asset Management
New York
$320K +$31.2K 1 0.09% Increased
2533
OPOWM
One Plus One Wealth Management
Florida
$319K +$299K 1 0.25% New
2534
OCM
Orion Capital Management
California
$319K $0 1 0.22% Maintained
2535
SWA
SOA Wealth Advisors
New York
$319K +$10.8K 5 0.09% Increased
2536
WMA
Wealth Management Associates
New Jersey
$318K $0 1 0.2% Maintained
2537
CPWM LLC
CPWM LLC
Washington
$318K +$13.2K 1 0.03% Increased
2538
PWM
Palumbo Wealth Management
New York
$317K -$632K 1 0.24% Reduced
2539
RWG
Regal Wealth Group
California
$317K -$32.2K 2 0.19% Reduced
2540
Circle Wealth Management
Circle Wealth Management
New Jersey
$315K +$2.73K 1 0.05% Increased
2541
Vicus Capital
Vicus Capital
Pennsylvania
$314K -$30.5K 1 0.04% Reduced
2542
IIM
Ironwood Investment Management
Massachusetts
$312K $0 1 0.16% Maintained
2543
AWM
Aberdeen Wealth Management
Illinois
$311K -$45.1K 1 0.25% Reduced
2544
FCM
Firestone Capital Management
Florida
$311K $0 4 0.11% Maintained
2545
FC
FCA Corp
Texas
$310K $0 1 0.09% Maintained
2546
FCM
Firsthand Capital Management
California
$310K +$210K 2 0.09% Increased
2547
Proffitt & Goodson
Proffitt & Goodson
Tennessee
$310K -$19.6K 3 0.06% Reduced
2548
SWMG
Signature Wealth Management Group
Georgia
$309K -$921K 1 0.18% Reduced
2549
St Louis Trust
St Louis Trust
Missouri
$309K -$51.2K 1 0.08% Reduced
2550
Biltmore Family Office
Biltmore Family Office
North Carolina
$308K $0 1 0.1% Maintained