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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
ACM
Adalta Capital Management
New York
$250K $0 1 0.18% Maintained
2627
Alesco Advisors
Alesco Advisors
New York
$250K $0 1 0.01% Maintained
2628
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$250K -$31.5K 4 0.09% Reduced
2629
First Pacific Advisors
First Pacific Advisors
California
$250K -$7.32K 1 0% Reduced
2630
C
CEDRUS
Colorado
$249K +$2.54K 1 0.23% Increased
2631
C
Certuity
Florida
$249K -$14.3K 1 0.06% Reduced
2632
FCM
Fourpath Capital Management
Oklahoma
$248K -$33.5K 1 0.17% Reduced
2633
SAM
S.A. Mason
Michigan
$248K +$79 1 0.2% Increased
2634
PCFFS
Pacific Center for Financial Services
California
$247K $0 2 0.1% Maintained
2635
DAM
Diamant Asset Management
Connecticut
$246K $0 1 0.24% Maintained
2636
KP
Keel Point
Alabama
$246K +$272K 1 0.04% New
2637
OTL
Oak Thistle LLC
New York
$246K -$216K 1 0.89% Reduced
2638
RC
Rovin Capital
Arizona
$245K +$5.75K 1 0.14% Increased
2639
CRWM
Castle Rock Wealth Management
California
$244K -$523 1 0.12% Reduced
2640
DAM
Derbend Asset Management
Georgia
$244K +$270K 1 0.19% New
2641
MHWM
Montz Harcus Wealth Management
Louisiana
$244K +$6.79K 1 0.27% Increased
2642
TWM
Thrive Wealth Management
Pennsylvania
$244K +$24.2K 1 0.09% Increased
2643
AWM
Aevitas Wealth Management
Massachusetts
$243K +$1.22K 1 0.18% Increased
2644
BW
Basepoint Wealth
Iowa
$241K +$267K 1 0.26% New
2645
PWS
Peterson Wealth Services
Utah
$241K +$248K 1 0.17% New
2646
PHIC
Pine Haven Investment Counsel
Massachusetts
$241K $0 1 0.29% Maintained
2647
AGP
Autumn Glory Partners
Texas
$240K $0 1 0.16% Maintained
2648
AWM
Aberdeen Wealth Management
Illinois
$239K $0 1 0.21% Maintained
2649
CIP
Convergence Investment Partners
Florida
$239K -$13.6K 1 0.16% Reduced
2650
AIM
AMI Investment Management
Indiana
$238K +$18.5K 1 0.13% Increased