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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
2601
SAM
Security Asset Management
New York
$264K +$26K 1 0.16% Increased
2602
ISB
Iowa State Bank
Iowa
$262K -$3.66K 1 0.07% Reduced
2603
SW
SlateStone Wealth
Florida
$262K -$2M 1 0.07% Reduced
2604
SWP
Summit Wealth Partners
Florida
$261K $0 1 0.07% Maintained
2605
HC
HNP Capital
New York
$260K -$2.26K 1 0.08% Reduced
2606
FNC
First National Corp
Massachusetts
$259K +$8.54K 1 0.07% Increased
2607
SIC
Samalin Investment Counsel
New York
$259K +$348 1 0.19% Increased
2608
DSA
Droms Strauss Advisors
Missouri
$258K +$5.4K 1 0.13% Increased
2609
RAM
Riggs Asset Management
Pennsylvania
$258K $0 3 0.1% Maintained
2610
SDAM
Shulman DeMeo Asset Management
New York
$258K -$174 1 0.09% Reduced
2611
Waverly Advisors
Waverly Advisors
Alabama
$258K +$17.8K 1 0.02% Increased
2612
TIA
Traphagen Investment Advisors
New Jersey
$258K +$348 1 0.05% Increased
2613
CCB
Cutter & Co Brokerage
Missouri
$257K +$6.45K 1 0.1% Increased
2614
KCM
Kendall Capital Management
Maryland
$257K +$274K 1 0.15% New
2615
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$257K -$206K 1 0.02% Reduced
2616
KFS
Kaizen Financial Strategies
California
$256K -$1.74K 1 0.26% Reduced
2617
WA
Wealth Architects
California
$256K -$34.8K 1 0.05% Reduced
2618
RRCM
Rappaport Reiches Capital Management
Illinois
$256K $0 1 0.13% Maintained
2619
WAM
WFA Asset Management
Wisconsin
$256K +$1.39K 3 0.18% Increased
2620
TCPWM
Traverso Chambers Private Wealth Management
California
$254K $0 1 0.08% Maintained
2621
BOS
Bank of Stockton
California
$253K -$6.62K 1 0.1% Reduced
2622
CRI
Colonial River Investments
Virginia
$253K +$13.1K 1 0.18% Increased
2623
BDF
Black Diamond Financial
Maryland
$252K -$5.92K 1 0.1% Reduced
2624
SFG
Sovereign Financial Group
Connecticut
$252K -$3.23K 1 0.1% Reduced
2625
PWM
Palumbo Wealth Management
New York
$251K -$1.57K 1 0.21% Reduced