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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
2726
FDS
First Dallas Securities
Texas
$486K $0 1 0.2% Maintained
2727
LOPW
Live Oak Private Wealth
North Carolina
$486K +$163K 2 0.08% Increased
2728
SAM
S.A. Mason
Michigan
$486K +$139 1 0.26% Increased
2729
RTC
Riverview Trust Company
Washington
$485K +$15.3K 8 0.43% Increased
2730
DWM
Defined Wealth Management
Oregon
$484K +$3.1K 1 0.31% Increased
2731
BL
Bleichroeder LP
New York
$483K $0 1 0.13% Maintained
2732
SLT
St Louis Trust
Missouri
$483K $0 1 0.07% Maintained
2733
WQ
Wealth Quarterback
New Jersey
$483K +$1.04K 1 0.25% Increased
2734
MCM
MV Capital Management
Maryland
$482K +$49.1K 7 0.05% Increased
2735
FFO
Fortitude Family Office
Arizona
$481K +$158K 5 0.19% Increased
2736
LJAC
L.J. Altfest & Co
New York
$481K -$1.68K 1 0.06% Reduced
2737
HWA
HHM Wealth Advisors
Tennessee
$481K +$8.34K 4 0.07% Increased
2738
FFA
Fragasso Financial Advisors
Pennsylvania
$480K -$50.4K 1 0.04% Reduced
2739
GSIAS
Garden State Investment Advisory Services
New Jersey
$480K +$11.2K 1 0.15% Increased
2740
CWA
Clarity Wealth Advisors
California
$479K +$1.94K 1 0.14% Increased
2741
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$478K $0 1 0.02% Maintained
2742
GGI
Godsey & Gibb Inc
Virginia
$478K -$459K 3 0.05% Reduced
2743
NPPM
North Point Portfolio Managers
Ohio
$478K +$476K 1 0.08% New
2744
VCAM
Van Cleef Asset Management
Ohio
$475K +$189K 2 0.05% Increased
2745
CWM
Concentric Wealth Management
California
$475K +$185K 2 0.12% Increased
2746
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$475K $0 1 0.25% Maintained
2747
RWP
Ridgecrest Wealth Partners
California
$475K +$970 1 0.25% Increased
2748
TIM
Tevis Investment Management
Texas
$475K +$62K 1 0.35% Increased
2749
SCA
Sippican Capital Advisors
Massachusetts
$475K -$172K 1 0.33% Reduced
2750
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$474K +$101K 4 0.17% Increased