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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
FCAG
First Capital Advisors Group
New Jersey
$255K +$280K 1 0.17% New
2627
AIM
Axiom Investment Management
New York
$254K -$302K 2 0.73% Reduced
2628
CG
Cutler Group
California
$254K -$278K 6 0.02% Reduced
2629
TCPWM
Traverso Chambers Private Wealth Management
California
$254K $0 1 0.08% Maintained
2630
CCP
Clarkston Capital Partners
Michigan
$253K +$79.2K 1 0% Increased
2631
CFG
Cooper Financial Group
California
$253K +$60.2K 1 0.09% Increased
2632
AWM
Aevitas Wealth Management
Massachusetts
$252K -$247K 1 0.17% Reduced
2633
HC
Hamilton Capital
Ohio
$252K +$18.3K 1 0.02% Increased
2634
Waverly Advisors
Waverly Advisors
Alabama
$252K -$13.8K 1 0.02% Reduced
2635
CRI
Colonial River Investments
Virginia
$251K +$71.6K 1 0.16% Increased
2636
PHIC
Pine Haven Investment Counsel
Massachusetts
$251K -$14.4K 1 0.29% Reduced
2637
SAM
Security Asset Management
New York
$251K +$77.9K 1 0.14% Increased
2638
AGP
Autumn Glory Partners
Texas
$250K +$274K 1 0.18% New
2639
I
IMPACTfolio
Colorado
$250K +$13.4K 1 0.24% Increased
2640
AWM
Aberdeen Wealth Management
Illinois
$249K -$202K 1 0.2% Reduced
2641
RC
Rovin Capital
Arizona
$249K +$1.08K 1 0.17% Increased
2642
SAM
S.A. Mason
Michigan
$249K -$5.38K 1 0.18% Reduced
2643
HWM
Horizons Wealth Management
North Carolina
$248K +$243K 1 0.2% New
2644
MC
Montag & Caldwell
Georgia
$248K -$73.3K 1 0.04% Reduced
2645
MHWM
Montz Harcus Wealth Management
Louisiana
$247K +$11.3K 1 0.26% Increased
2646
VWM
Vigilare Wealth Management
Arizona
$246K -$390K 1 0.27% Reduced
2647
WF
Warner Financial
Maryland
$246K $0 1 0.23% Maintained
2648
CRWM
Castle Rock Wealth Management
California
$245K -$293K 1 0.13% Reduced
2649
PAM
Private Asset Management
California
$245K +$3.41K 1 0.04% Increased
2650
SJIM
St. Johns Investment Management
Florida
$245K $0 2 0.16% Maintained