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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
CCB
Cutter & Co Brokerage
Missouri
$238K +$423 1 0.05% Increased
2702
EPA
Element Pointe Advisors
Florida
$238K $0 1 0.07% Maintained
2703
CWA
Centennial Wealth Advisory
Michigan
$237K +$242K 1 0.15% New
2704
HFG
Heron Financial Group
New York
$237K $0 1 0.14% Maintained
2705
JWM
Janiczek Wealth Management
Colorado
$237K -$1.72K 7 0.09% Reduced
2706
TF
TimeScale Financial
Massachusetts
$237K +$846 4 0.06% Increased
2707
WAM
WNY Asset Management
New York
$237K +$20.9K 1 0.08% Increased
2708
LWA
Lineweaver Wealth Advisors
Ohio
$235K +$13.3K 1 0.08% Increased
2709
DAM
Derbend Asset Management
Georgia
$233K +$238K 1 0.22% New
2710
&Partners
&Partners
Tennessee
$233K +$8.03K 1 0.15% Increased
2711
PRWA
Platte River Wealth Advisors
Colorado
$233K +$238K 1 0.09% New
2712
TC
Trilogy Capital
California
$232K +$231K 1 0.02% New
2713
DI
DFPG Investments
Utah
$231K +$231K 1 0.09% New
2714
ARMC
American Research & Management Company
Massachusetts
$230K $0 2 0.05% Maintained
2715
CCP
Clarkston Capital Partners
Michigan
$230K +$11.8K 1 0% Increased
2716
HWM
Hemington Wealth Management
Virginia
$229K +$6.97K 1 0.1% Increased
2717
HFP
Holistic Financial Partners
Indiana
$229K -$211 1 0.14% Reduced
2718
RIS
Retirement Income Solutions
Michigan
$229K -$28.7K 1 0.08% Reduced
2719
CA
Centerpoint Advisors
Massachusetts
$228K $0 2 0.11% Maintained
2720
SWMP
Signature Wealth Management Partners
New Jersey
$228K -$27.9K 1 0.21% Reduced
2721
AC
Alexandria Capital
Virginia
$227K +$15.6K 1 0.02% Increased
2722
BA
Bridgewater Advisors
New York
$227K +$209K 1 0.07% New
2723
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$227K -$172K 1 0.02% Reduced
2724
LBC
Lawrence B. Cohen
$227K -$5.71K 1 0.12% Reduced
2725
CC
Cadinha & Co
Hawaii
$226K -$3.36M 1 0.03% Reduced