← 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
2676
GWS
Glassman Wealth Services
Virginia
$234K -$7.19K 9 0.05% Reduced
2677
OWA
One Wealth Advisors
California
$234K +$216K 1 0.09% New
2678
JWM
Janiczek Wealth Management
Colorado
$233K +$15.1K 7 0.09% Increased
2679
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$232K -$134K 1 0.02% Reduced
2680
HAS
HBW Advisory Services
California
$232K -$277K 1 0.06% Reduced
2681
HPWM
Highland Private Wealth Management
Washington
$232K -$195 1 0.04% Reduced
2682
XF
XML Financial
Maryland
$232K -$82K 1 0.06% Reduced
2683
Financial Engines Advisors
Financial Engines Advisors
California
$231K +$220K 1 0% New
2684
Phoenix Financial
Phoenix Financial
Israel
$231K -$20.3M 1 0.01% Reduced
2685
TCWM
Total Clarity Wealth Management
Illinois
$231K +$5.6K 2 0.13% Increased
2686
AP
Arlington Partners
Alabama
$230K +$199K 5 0.08% Increased
2687
LBC
Lawrence B. Cohen
$230K $0 1 0.12% Maintained
2688
BIC
Beach Investment Counsel
Pennsylvania
$229K $0 1 0.02% Maintained
2689
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$229K +$91.5K 2 0% Increased
2690
IAM
Iridian Asset Management
Connecticut
$228K +$233K 1 0% New
2691
PGCM
Prescott Group Capital Management
Oklahoma
$228K $0 1 0.07% Maintained
2692
SCM
Sterneck Capital Management
Missouri
$228K $0 1 0.16% Maintained
2693
HFP
Holistic Financial Partners
Indiana
$227K $0 1 0.15% Maintained
2694
SMF
Sterling Manor Financial
New York
$227K +$209K 1 0.2% New
2695
TF
TimeScale Financial
Massachusetts
$227K +$586 4 0.06% Increased
2696
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$226K +$14.6K 2 0.17% Increased
2697
CA
Centerpoint Advisors
Massachusetts
$226K $0 2 0.13% Maintained
2698
NC
NewSquare Capital
Pennsylvania
$226K $0 2 0.03% Maintained
2699
1CM
1492 Capital Management
Wisconsin
$225K -$1.37M 1 0.13% Reduced
2700
SWMP
Signature Wealth Management Partners
New Jersey
$225K $0 1 0.22% Maintained