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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
SIC
Shoker Investment Counsel
Ohio
$252K +$1.28K 1 0.13% Increased
2652
CCP
Clarkston Capital Partners
Michigan
$251K +$30.5K 1 0% Increased
2653
BIC
Beach Investment Counsel
Pennsylvania
$250K $0 1 0.02% Maintained
2654
BMC
Benin Management Corp
Connecticut
$250K $0 1 0.08% Maintained
2655
BOS
Bingham Osborn & Scarborough
California
$250K -$212K 1 0.02% Reduced
2656
Confluence Investment Management
Confluence Investment Management
Missouri
$250K $0 1 0% Maintained
2657
Pure Financial Advisors
Pure Financial Advisors
California
$250K +$266K 1 0.02% New
2658
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$250K $0 1 0.01% Maintained
2659
CT
Clearstead Trust
Maine
$249K +$262K 2 0.16% New
2660
PBO
Peoples Bank (Ohio)
Ohio
$249K $0 1 0.13% Maintained
2661
CG
CFO4Life Group
Texas
$248K +$11.2K 1 0.06% Increased
2662
MCM
Mengis Capital Management
Oregon
$248K $0 1 0.05% Maintained
2663
RIM
Rockbridge Investment Management
New York
$247K -$25.7K 4 0.04% Reduced
2664
ANB
Amarillo National Bank
Texas
$246K $0 1 0.05% Maintained
2665
ARG
Advisory Resource Group
Oklahoma
$245K +$260K 1 0.09% New
2666
CAM
Campion Asset Management
Virginia
$245K $0 1 0.22% Maintained
2667
FCMC
Founders Capital Management (Connecticut)
Connecticut
$245K +$10.9K 1 0.06% Increased
2668
GA
Geller Advisors
New York
$245K -$59.2K 1 0.05% Reduced
2669
NG
NatWest Group
United Kingdom
$245K $0 1 0.13% Maintained
2670
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$245K -$207K 1 0.07% Reduced
2671
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$245K +$273K 1 0.03% New
2672
WA1
Wimmer Associates 1
California
$245K -$2.35K 1 0.15% Reduced
2673
DWA
Dougherty Wealth Advisers
Minnesota
$244K $0 2 0.36% Maintained
2674
HIM
Harbour Investment Management
Washington
$243K -$23.7K 1 0.12% Reduced
2675
PCM
Palouse Capital Management
Washington
$243K +$16.2K 1 0.11% Increased