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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
2751
SFG
Sowa Financial Group
Rhode Island
$106K -$5.36K 3 0.07% Reduced
2752
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory
Florida
$104K +$1.42K 3 0.04% Increased
2753
KLWA
Kelly Lawrence W & Associates
California
$104K $0 1 0.04% Maintained
2754
TD Capital Management
TD Capital Management
Tennessee
$103K $0 4 0.01% Maintained
2755
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$99K +$95.2K 1 0.06% New
2756
BFG
Baron Financial Group
New Jersey
$98.4K $0 2 0.08% Maintained
2757
AIC
Ayalon Insurance Company
Israel
$98K $0 1 0.04% Maintained
2758
Capital Advisors Ltd
Capital Advisors Ltd
Ohio
$98K -$1.35M 4 0.02% Reduced
2759
RCC
Red Cedar Capital
Nebraska
$98K $0 1 0.07% Maintained
2760
CPFP
Clear Perspectives Financial Planning
Ohio
$96K +$92K 2 0.06% New
2761
Meridian Wealth Partners
Meridian Wealth Partners
Pennsylvania
$96K $0 2 0.04% Maintained
2762
KC
Kinloch Capital
Virginia
$94K +$88K 2 0.08% New
2763
HS
HighVista Strategies
Massachusetts
$92K $0 1 0.06% Maintained
2764
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$92K +$84.8K 1 0.03% New
2765
MWC
MBM Wealth Consultants
Missouri
$90K -$3.66K 3 0.05% Reduced
2766
POIA
Pin Oak Investment Advisors
Texas
$89K +$15.5K 3 0.07% Increased
2767
BAM
Bellevue Asset Management
Washington
$87K -$4.59K 2 0.05% Reduced
2768
AJ
Ashburton (Jersey)
Jersey
$86K $0 2 0.04% Maintained
2769
Tortoise Investment Management
Tortoise Investment Management
New York
$86K $0 3 0.02% Maintained
2770
NWA
Navis Wealth Advisors
New York
$81K +$77.5K 2 0.07% New
2771
SFA
Semmax Financial Advisors
North Carolina
$80K +$2.18K 3 0.03% Increased
2772
McIlrath & Eck
McIlrath & Eck
Washington
$79K +$44 6 0.03% Increased
2773
Larson Financial Group
Larson Financial Group
Missouri
$78K -$1.38K 4 0.03% Reduced
2774
PS
Planned Solutions
California
$77K +$53.1K 3 0.06% Increased
2775
AWM
Avondale Wealth Management
Texas
$76K $0 2 0.09% Maintained