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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
Legacy Private Trust
Legacy Private Trust
Wisconsin
$568K $0 1 0.04% Maintained
2652
Charter Oak Capital Management
Charter Oak Capital Management
New Hampshire
$568K -$9.21K 2 0.05% Reduced
2653
TCB
Texas Capital Bancshares
Texas
$568K -$2.13K 1 0.23% Reduced
2654
RGF
Retirement Guys Formula
Ohio
$568K -$4.35K 2 0.26% Reduced
2655
KPWG
KFA Private Wealth Group
Virginia
$567K +$194 1 0.27% Increased
2656
MPCG
Matrix Private Capital Group
New York
$566K +$18.2K 1 0.33% Increased
2657
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$566K -$56.6K 1 0.04% Reduced
2658
SRL
Scientech Research LLC
New Jersey
$565K -$2.5M 2 0.11% Reduced
2659
TFC Financial Management
TFC Financial Management
Massachusetts
$564K +$63.6K 8 0.09% Increased
2660
Park Place Capital
Park Place Capital
Alabama
$564K +$92.9K 6 0.16% Increased
2661
SFG
Shum Financial Group
California
$563K +$546K 2 0.47% New
2662
CCA
Cottonwood Capital Advisors
Utah
$562K -$51.2K 2 0.41% Reduced
2663
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$561K -$247K 7 0.02% Reduced
2664
MAG
MRA Advisory Group
New Jersey
$559K +$225K 1 0.31% Increased
2665
KPP Advisory Services
KPP Advisory Services
Kentucky
$558K -$14.9K 1 0.13% Reduced
2666
CIS
Custom Index Systems
New York
$556K -$1.55K 1 0.3% Reduced
2667
TAM
Townsend Asset Management
North Carolina
$555K $0 1 0.21% Maintained
2668
LFA
LifeGuide Financial Advisors
Pennsylvania
$555K $0 1 0.24% Maintained
2669
PHAM
Palisades Hudson Asset Management
Florida
$554K $0 1 0.23% Maintained
2670
Physician Wealth Advisors
Physician Wealth Advisors
Utah
$553K +$113K 1 0.1% Increased
2671
Klingman & Associates
Klingman & Associates
New York
$551K +$1.94K 1 0.03% Increased
2672
1900 Wealth Management
1900 Wealth Management
Texas
$551K $0 1 0.05% Maintained
2673
CP
Canopy Partners
Ohio
$548K +$37K 1 0.24% Increased
2674
Advisors Preferred
Advisors Preferred
Maryland
$547K +$206K 1 0.08% Increased
2675
FL
Fort LP
Maryland
$547K -$45K 2 1.38% Reduced