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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
2651
AFA
Atlanta Financial Associates
Georgia
$249K $0 1 0.12% Maintained
2652
CWM
Cabot Wealth Management
Massachusetts
$249K -$98.6K 1 0.04% Reduced
2653
FANJ
Financial Architects (New Jersey)
New Jersey
$249K +$195 1 0.04% Increased
2654
Merriman Wealth Management
Merriman Wealth Management
Washington
$249K $0 1 0.03% Maintained
2655
PMAM
Penn Mutual Asset Management
Pennsylvania
$248K +$271K 1 0.28% New
2656
PIM
Progressive Investment Management
Oregon
$248K $0 1 0.09% Maintained
2657
CMG
Cavalry Management Group
California
$245K +$278K 1 0.02% New
2658
PA
Probity Advisors
Texas
$245K +$234K 1 0.05% New
2659
SSCA
South Shore Capital Advisors
Massachusetts
$245K $0 1 0.24% Maintained
2660
ACM
Aubrey Capital Management
United Kingdom
$245K +$34.7K 1 0.07% Increased
2661
PFA
Paradigm Financial Advisors
Missouri
$244K +$225K 1 0.06% New
2662
PWM
Peterson Wealth Management
Nevada
$243K +$232K 1 0.21% New
2663
RCA
Resonant Capital Advisors
Wisconsin
$243K $0 1 0.05% Maintained
2664
DWA
Dougherty Wealth Advisers
Minnesota
$242K -$45K 2 0.37% Reduced
2665
ER
Enlightenment Research
Florida
$241K +$222K 1 0.29% New
2666
PL
Parthenon LLC
Kentucky
$240K $0 1 0.04% Maintained
2667
GC
Garde Capital
Washington
$239K +$95.9K 2 0.03% Increased
2668
MLFP
MPS Loria Financial Planners
Illinois
$239K -$12.1K 4 0.11% Reduced
2669
TC
Tatro Capital
Kentucky
$239K +$236K 1 0.19% New
2670
MWM
Maltin Wealth Management
New Jersey
$238K +$976 1 0.15% Increased
2671
FA
Faithward Advisors
Pennsylvania
$237K +$226K 1 0.05% New
2672
LIA
LBMC Investment Advisors
Tennessee
$237K $0 1 0.03% Maintained
2673
CCB
Cutter & Co Brokerage
Missouri
$235K +$391 1 0.06% Increased
2674
HFG
Heron Financial Group
New York
$235K $0 1 0.14% Maintained
2675
CFA
Capstone Financial Advisors
Illinois
$234K +$223K 1 0.02% New