← All themes

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
2651
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$625K -$595K 1 0.2% Reduced
2652
KFI
Key Financial Inc
Pennsylvania
$621K -$164K 9 0.1% Reduced
2653
AFC
Ares Financial Consulting
California
$621K -$31.1K 9 0.45% Reduced
2654
AA
Apriem Advisors
California
$620K -$618K 1 0.05% Reduced
2655
AWM
Aries Wealth Management
Maine
$619K -$343K 2 0.12% Reduced
2656
DIP
Davis Investment Partners
North Carolina
$619K -$214K 2 0.19% Reduced
2657
PGA
Portland Global Advisors
Maine
$617K -$358K 2 0.06% Reduced
2658
AA
Auctus Advisors
North Carolina
$617K -$33.5K 1 0.52% Reduced
2659
GPI
General Partner Inc
Pennsylvania
$615K -$630K 4 0.33% Reduced
2660
APW
Aventura Private Wealth
Florida
$612K -$108K 5 0.19% Reduced
2661
GSWM
Golden State Wealth Management
California
$608K -$201K 7 0.06% Reduced
2662
MWM
MOR Wealth Management
Pennsylvania
$608K +$338K 1 0.24% Increased
2663
BFA
Beaumont Financial Advisors
Massachusetts
$606K -$640K 1 0.04% Reduced
2664
EC
Enhancing Capital
Pennsylvania
$605K -$1.39M 1 0.42% Reduced
2665
SOS
Silver Oak Securities
Tennessee
$603K -$593K 2 0.04% Reduced
2666
CD
Chapin Davis
Maryland
$601K -$237K 2 0.11% Reduced
2667
BCM
Boltwood Capital Management
California
$599K -$385K 1 0.14% Reduced
2668
UFF
USA Financial Formulas
Michigan
$596K -$310K 7 0.11% Reduced
2669
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$596K -$532K 2 0.09% Reduced
2670
AWA
Alta Wealth Advisors
Massachusetts
$594K -$156K 1 0.16% Reduced
2671
NWM
Northwest Wealth Management
Iowa
$594K -$249K 2 0.08% Reduced
2672
HCM
Harvey Capital Management
Florida
$593K -$591K 1 0.12% Reduced
2673
MCM
Marathon Capital Management
Maryland
$593K -$639K 1 0.12% Reduced
2674
GPA
Guerra Pan Advisors
New Jersey
$592K -$847K 1 0.33% Reduced
2675
DWM
Defined Wealth Management
Oregon
$592K -$250K 2 0.3% Reduced