← All themes

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
RP
Raelipskie Partnership
Ontario, Canada
$512K $0 2 0.25% Maintained
2702
KFA
Kelleher Financial Advisors
New York
$512K +$3.75K 1 0.2% Increased
2703
HA
Harfst & Associates
Wyoming
$510K -$235K 1 0.11% Reduced
2704
ACM
Adalta Capital Management
New York
$509K -$104K 2 0.26% Reduced
2705
EIP
Ellis Investment Partners
Pennsylvania
$506K +$10.5K 1 0.1% Increased
2706
WI
Wintrust Investments
Illinois
$506K -$4.1M 3 0.37% Reduced
2707
SFS
Stiles Financial Services
Minnesota
$505K +$188K 2 0.18% Increased
2708
SFS
Summit Financial Strategies
Ohio
$505K $0 1 0.06% Maintained
2709
Capula Management
Capula Management
Cayman Islands
$505K -$501K 1 0.01% Reduced
2710
HCA
Hyperion Capital Advisors
New York
$505K +$200K 2 0.24% Increased
2711
SFS
Symphony Financial Services
Ohio
$505K +$5.24K 1 0.43% Increased
2712
PWM
Prentice Wealth Management
New York
$503K -$12.8K 1 0.15% Reduced
2713
ZIG
Zullo Investment Group
Pennsylvania
$501K -$11.4K 1 0.21% Reduced
2714
RAM
Redmond Asset Management
Virginia
$501K -$15.1K 1 0.16% Reduced
2715
NRI
NFP Retirement Inc
California
$497K +$1.55K 1 0.04% Increased
2716
AFG
ABLE Financial Group
Arizona
$496K +$235K 2 0.15% Increased
2717
CH
Canton Hathaway
Rhode Island
$496K $0 4 0.12% Maintained
2718
CFAM
Center For Asset Management
Florida
$495K $0 1 0.3% Maintained
2719
SFG
Seamount Financial Group
Colorado
$494K +$491K 1 0.37% New
2720
UIA
Ulland Investment Advisors
Minnesota
$491K -$3.47K 3 0.36% Reduced
2721
HFS
Heritage Financial Services
Massachusetts
$490K -$38.4K 2 0.07% Reduced
2722
SW
SkyOak Wealth
Michigan
$490K -$170K 2 0.11% Reduced
2723
EL
EWA LLC
Pennsylvania
$488K +$28.9K 2 0.17% Increased
2724
WCA
Waypoint Capital Advisors
Minnesota
$488K -$13.6K 1 0.1% Reduced
2725
TA
TFB Advisors
Kansas
$486K +$347 1 0.14% Increased