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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
2701
BWM
Birchcreek Wealth Management
Ohio
$572K -$3.27K 1 0.22% Reduced
2702
MWM
MorganRosel Wealth Management
Colorado
$572K +$144K 1 0.19% Increased
2703
LRPA
L. Roy Papp & Associates
Arizona
$571K -$177K 2 0.06% Reduced
2704
PAG
Paladin Advisory Group
Iowa
$571K -$84.1K 3 0.38% Reduced
2705
PAG
Private Advisory Group
Washington
$571K -$270K 1 0.03% Reduced
2706
MM
Marnell Management
Michigan
$571K $0 1 0.22% Maintained
2707
SBI Okasan Asset Management
SBI Okasan Asset Management
Japan
$569K -$134K 2 0.02% Reduced
2708
KA
Kercheville Advisors
Texas
$568K $0 1 0.17% Maintained
2709
OAM
Oxford Asset Management
United Kingdom
$567K -$1.22M 2 0.28% Reduced
2710
UB
Umpqua Bank
Oregon
$565K -$210K 1 0.13% Reduced
2711
OLA
Oliver Luxxe Assets
New Jersey
$565K -$586K 1 0.08% Reduced
2712
CAM
Councilmark Asset Management
Tennessee
$565K $0 1 0.3% Maintained
2713
PVM
Palogic Value Management
Texas
$564K -$556K 1 0.18% Reduced
2714
SIP
Stoneridge Investment Partners
Pennsylvania
$564K -$2.26M 1 0.37% Reduced
2715
NWA
New World Advisors
Massachusetts
$564K +$313K 2 0.1% Increased
2716
KFAS
Keating Financial Advisory Services
Kansas
$563K -$49.3K 16 0.07% Reduced
2717
FDS
Freedom Day Solutions
Texas
$561K +$226K 2 0.12% Increased
2718
BAM
Byrne Asset Management
New Jersey
$561K -$24.8K 4 0.3% Reduced
2719
MVF
Markin Volterra Fund
New York
$560K +$538K 2 0.38% New
2720
NWMG
National Wealth Management Group
Ohio
$560K -$311K 2 0.17% Reduced
2721
HCM
Helios Capital Management
Singapore
$560K +$558K 1 0.55% New
2722
RL
Rogco LP
Oklahoma
$559K -$552K 1 0.17% Reduced
2723
TFG
Taylor Financial Group
Virginia
$558K -$257K 2 0.31% Reduced
2724
NEAM
New England Asset Management
Connecticut
$558K -$556K 1 0.06% Reduced
2725
RP
Raelipskie Partnership
Ontario, Canada
$557K $0 2 0.21% Maintained