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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
SWAG
Spectrum Wealth Advisory Group
California
$319K +$1.65K 1 0.44% Increased
2702
PAA
Peregrine Asset Advisers
Oregon
$318K -$3.88M 1 0.17% Reduced
2703
SAM
Steinberg Asset Management
New York
$318K +$39.1K 1 0.28% Increased
2704
AC
Aristides Capital
Kentucky
$318K -$202K 1 0.14% Reduced
2705
Regal Investment Advisors
Regal Investment Advisors
Michigan
$317K +$86 1 0.03% Increased
2706
First Heartland Consultants
First Heartland Consultants
Missouri
$317K +$327K 1 0.04% New
2707
MHR
Matthew Hamilton Rosenberg
$316K -$76.9K 6 0.11% Reduced
2708
Johnson Bixby & Associates
Johnson Bixby & Associates
Washington
$316K -$2.56K 1 0.07% Reduced
2709
CH
Canton Hathaway
Rhode Island
$316K $0 4 0.1% Maintained
2710
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$314K +$19.4K 1 0.04% Increased
2711
PrairieView Partners
PrairieView Partners
Minnesota
$314K $0 2 0.04% Maintained
2712
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$313K $0 1 1.36% Maintained
2713
FAG
Fortitude Advisory Group
Washington
$313K +$10.2K 1 0.21% Increased
2714
Gould Asset Management
Gould Asset Management
California
$313K +$87.5K 1 0.09% Increased
2715
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$312K -$41.5K 1 0.07% Reduced
2716
PCMC
Paragon Capital Management (Colorado)
Colorado
$311K +$115K 1 0.07% Increased
2717
Wilsey Asset Management
Wilsey Asset Management
California
$311K $0 1 0.07% Maintained
2718
Private Advisory Group
Private Advisory Group
Washington
$311K +$340K 1 0.06% New
2719
MC
Montag & Caldwell
Georgia
$310K -$4.02K 1 0.04% Reduced
2720
MBL Wealth
MBL Wealth
North Carolina
$310K -$129K 1 0.04% Reduced
2721
CRWM
Castle Rock Wealth Management
California
$309K +$22.5K 1 0.1% Increased
2722
MV Capital Management
MV Capital Management
Maryland
$308K +$18.4K 5 0.04% Increased
2723
Hollencrest Capital Management
Hollencrest Capital Management
California
$308K -$112K 5 0.03% Reduced
2724
Ignite Planners
Ignite Planners
California
$307K -$195K 1 0.09% Reduced
2725
CB
Centennial Bank
Arkansas
$307K +$106K 2 0.21% Increased