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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
PAM
PVG Asset Management
Colorado
$297K +$250K 1 1.31% New
2702
CIA
Cascade Investment Advisors
Oregon
$297K -$3.06K 1 0.25% Reduced
2703
AIM
Axiom Investment Management
New York
$296K -$64.7K 2 0.77% Reduced
2704
EP
Essential Planning
New Hampshire
$295K $0 1 0.23% Maintained
2705
Vicus Capital
Vicus Capital
Pennsylvania
$295K -$9.36K 1 0.03% Reduced
2706
TCPWM
Traverso Chambers Private Wealth Management
California
$294K $0 1 0.08% Maintained
2707
ST
Somerset Trust
Pennsylvania
$294K +$12K 1 0.12% Increased
2708
PBC
Pavion Blue Capital
California
$294K $0 1 0.19% Maintained
2709
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management
Wisconsin
$294K +$278K 1 0.09% New
2710
Fourpath Capital Management
Fourpath Capital Management
Oklahoma
$294K -$27.8K 1 0.21% Reduced
2711
Hemington Wealth Management
Hemington Wealth Management
Virginia
$293K +$278K 1 0.13% New
2712
Alesco Advisors
Alesco Advisors
New York
$292K +$2.48K 1 0.01% Increased
2713
Circle Wealth Management
Circle Wealth Management
New Jersey
$292K +$11.1K 1 0.05% Increased
2714
Convergence Investment Partners
Convergence Investment Partners
Florida
$292K -$13.8K 1 0.17% Reduced
2715
PAM
Private Asset Management
California
$291K -$8.6K 1 0.05% Reduced
2716
WF
Wayfinding Financial
Washington
$291K -$26.9K 1 0.23% Reduced
2717
SPWM
Schrum Private Wealth Management
Florida
$291K -$91.9K 1 0.34% Reduced
2718
RC
Rovin Capital
Arizona
$290K -$22.7K 1 0.14% Reduced
2719
KFS
Kaizen Financial Strategies
California
$290K -$39.7K 1 0.29% Reduced
2720
Global Strategic Investment Solutions
Global Strategic Investment Solutions
Arizona
$289K -$62.3K 1 0.02% Reduced
2721
KA
Kearns & Associates
California
$288K +$275K 1 0.3% New
2722
Wealth Architects
Wealth Architects
California
$288K -$38.8K 1 0.05% Reduced
2723
CRIG
Charter Research & Investment Group
Connecticut
$287K -$4.58K 1 0.28% Reduced
2724
Charles Schwab Trust
Charles Schwab Trust
Nevada
$286K +$5.35K 1 0.04% Increased
2725
TWM
TriaGen Wealth Management
California
$286K +$3.44K 1 0.16% Increased