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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
2551
ETI
Enterprise Trust & Investment
California
$307K $0 2 0.14% Maintained
2552
TC
Trust Company
Kansas
$307K +$19.5K 2 0.22% Increased
2553
CPA
Cowen Prime Advisors
New York
$306K $0 1 0.12% Maintained
2554
SJIM
St. Johns Investment Management
Florida
$304K $0 1 0.18% Maintained
2555
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$302K -$30.7K 1 0.09% Reduced
2556
FWP
FAS Wealth Partners
Kansas
$301K +$5.47K 1 0.03% Increased
2557
TCPWM
Traverso Chambers Private Wealth Management
California
$301K $0 1 0.1% Maintained
2558
WFAG
Wescott Financial Advisory Group
Pennsylvania
$301K $0 1 0.2% Maintained
2559
WW
Westshore Wealth
California
$300K +$286K 1 0.17% New
2560
MHR
Matthew Hamilton Rosenberg
$299K +$20.3K 3 0.17% Increased
2561
SWMG
Strategic Wealth Management Group
Maryland
$299K +$7.42K 1 0.11% Increased
2562
DC
Derby & Company
Massachusetts
$298K $0 1 0.07% Maintained
2563
DAM
Diamant Asset Management
Connecticut
$298K $0 1 0.26% Maintained
2564
MPCG
Matrix Private Capital Group
New York
$298K +$10.1K 1 0.18% Increased
2565
PBC
Pavion Blue Capital
California
$298K $0 1 0.2% Maintained
2566
PWS
Precision Wealth Strategies
Missouri
$298K +$278K 1 0.29% New
2567
UFA
US Financial Advisors
Massachusetts
$298K $0 1 0.08% Maintained
2568
CRIG
Charter Research & Investment Group
Connecticut
$297K $0 1 0.26% Maintained
2569
CWM
Concentric Wealth Management
California
$297K -$10.3K 1 0.1% Reduced
2570
PC
Port Capital
Illinois
$297K $0 1 0.02% Maintained
2571
SCM
Stevens Capital Management
Pennsylvania
$295K -$1.47M 1 0.16% Reduced
2572
BIP
Blueprint Investment Partners
North Carolina
$294K +$270K 1 0.23% Increased
2573
RHFI
Reilly Herbert Faulkner III
$290K $0 1 0.09% Maintained
2574
HWA
HHM Wealth Advisors
Tennessee
$289K +$11K 5 0.09% Increased
2575
AA
AlphaMark Advisors
Kentucky
$288K -$10.3K 3 0.11% Reduced