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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
2676
FAG
Fortitude Advisory Group
Washington
$341K -$24.9K 1 0.25% Reduced
2677
DAM
Diamant Asset Management
Connecticut
$341K $0 1 0.26% Maintained
2678
DA
Detalus Advisors
Missouri
$340K $0 1 0.15% Maintained
2679
CST
Charles Schwab Trust
Nevada
$340K -$22.5K 1 0.04% Reduced
2680
GFPC
Global Financial Private Client
Florida
$340K +$79.9K 3 0.17% Increased
2681
FMP
Financial Management Professionals
Texas
$338K -$127K 7 0.06% Reduced
2682
CCIA
Cherry Creek Investment Advisors
Colorado
$338K +$1.67K 1 0.23% Increased
2683
SL
Salomon & Ludwin
Virginia
$338K $0 1 0.04% Maintained
2684
HP
Hyperion Partners
Pennsylvania
$337K +$5.2K 1 0.28% Increased
2685
LPAM
Lodestar Private Asset Management
California
$336K +$3.9K 1 0.06% Increased
2686
HCP
Hexagon Capital Partners
Arkansas
$336K -$88.3K 7 0.09% Reduced
2687
DSA
Droms Strauss Advisors
Missouri
$335K +$12.4K 1 0.14% Increased
2688
AlphaCore Capital
AlphaCore Capital
California
$335K +$296K 1 0.05% New
2689
BBNB
Baker Boyer National Bank
Washington
$334K $0 1 0.12% Maintained
2690
SDAM
Shulman DeMeo Asset Management
New York
$334K +$14.3K 1 0.1% Increased
2691
ACM
Adalta Capital Management
New York
$334K $0 1 0.22% Maintained
2692
PSP
Principal Street Partners
Tennessee
$334K $0 1 0.08% Maintained
2693
PWM
PRW Wealth Management
Massachusetts
$333K $0 1 0.11% Maintained
2694
MHWM
Montz Harcus Wealth Management
Louisiana
$332K +$17.8K 1 0.28% Increased
2695
AAIM
Asset Advisors Investment Management
Georgia
$332K -$6.69K 1 0.04% Reduced
2696
LCM
Lewis Capital Management
California
$332K $0 1 0.48% Maintained
2697
SSG
Summit Securities Group
New York
$330K +$71.1K 6 0.04% Increased
2698
Alesco Advisors
Alesco Advisors
New York
$330K $0 1 0.01% Maintained
2699
BFO
Biltmore Family Office
North Carolina
$330K +$22.7K 1 0.07% Increased
2700
RTC
Riverview Trust Company
Washington
$330K -$29.7K 6 0.3% Reduced