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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
2626
OWA
One Wealth Advisors
California
$270K +$3.4K 1 0.08% Increased
2627
CMG
Cavalry Management Group
California
$269K +$272K 1 0.03% New
2628
SFG
Sunburst Financial Group
Alabama
$269K $0 1 0.17% Maintained
2629
CA
Corrado Advisors
New Jersey
$265K $0 1 0.16% Maintained
2630
BCM
Buckhead Capital Management
Georgia
$264K $0 1 0.06% Maintained
2631
GC
Garde Capital
Washington
$264K +$23K 2 0.03% Increased
2632
HAC
Harbor Advisory Corp
New Hampshire
$264K $0 1 0.11% Maintained
2633
FFG
Frisch Financial Group
New York
$263K -$48.2K 1 0.09% Reduced
2634
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$263K +$274K 1 0.1% New
2635
AP
Adero Partners
California
$262K -$8.95K 1 0.05% Reduced
2636
ACP
Aveo Capital Partners
Colorado
$260K +$2.15K 1 0.05% Increased
2637
CC
Capital Counsel
New York
$260K -$67.8K 1 0.01% Reduced
2638
HPWM
Highland Private Wealth Management
Washington
$260K +$26K 1 0.04% Increased
2639
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$260K +$108K 1 0.24% Increased
2640
SIC
Samalin Investment Counsel
New York
$260K -$5.97K 1 0.17% Reduced
2641
WLIM
White Lighthouse Investment Management
Massachusetts
$260K $0 1 0.07% Maintained
2642
CWM
Concentric Wealth Management
California
$259K -$34.1K 1 0.08% Reduced
2643
PIM
Progressive Investment Management
Oregon
$259K $0 1 0.08% Maintained
2644
FGAM
Financial Gravity Asset Management
Texas
$258K -$26.6K 2 0.09% Reduced
2645
WCM
Wisconsin Capital Management
Wisconsin
$258K $0 1 0.11% Maintained
2646
AA
AlphaMark Advisors
Kentucky
$257K -$11.3K 3 0.09% Reduced
2647
CFN
Cordasco Financial Network
Florida
$256K $0 2 0.17% Maintained
2648
SG
Somerset Group
Minnesota
$256K $0 1 0.19% Maintained
2649
GCM
Gables Capital Management
Florida
$254K $0 3 0.17% Maintained
2650
TC
Trust Company
Kansas
$253K -$5K 1 0.06% Reduced