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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
EW
Element Wealth
Mississippi
$211K +$5.07K 1 0.16% Increased
2752
HI
Hendershot Investments
Virginia
$211K +$204K 1 0.05% New
2753
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$211K +$211 1 0.04% Increased
2754
NPPM
North Point Portfolio Managers
Ohio
$211K +$205K 1 0.03% New
2755
WCA
Westover Capital Advisors
Delaware
$211K -$297K 1 0.07% Reduced
2756
RFWA
RPg Family Wealth Advisory
Massachusetts
$211K +$197K 3 0.09% New
2757
HKIM
Hayek Kallen Investment Management
Alabama
$210K +$204K 1 0.09% New
2758
PI
Pettee Investors
Connecticut
$208K -$11.2K 1 0.1% Reduced
2759
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$207K +$634 1 0.07% Increased
2760
ACG
Allen Capital Group
Nebraska
$206K $0 1 0.04% Maintained
2761
ER
Enlightenment Research
Florida
$206K -$41.1K 1 0.26% Reduced
2762
VIM
Vista Investment Management
Pennsylvania
$206K $0 1 0.12% Maintained
2763
CAM
Claret Asset Management
Quebec, Canada
$205K +$188K 1 0.03% New
2764
OFS
Orrstown Financial Services
Pennsylvania
$205K $0 1 0.3% Maintained
2765
TWM
Titus Wealth Management
California
$205K +$209K 1 0.11% New
2766
UFA
US Financial Advisors
Massachusetts
$205K -$109K 1 0.1% Reduced
2767
AIC
Ayalon Insurance Company
Israel
$204K +$104K 1 0.07% Increased
2768
BMWM
Brown Miller Wealth Management
Virginia
$204K $0 1 0.13% Maintained
2769
APW
Austin Private Wealth
Texas
$203K -$9.09K 1 0.05% Reduced
2770
CIC
Chase Investment Counsel
Virginia
$203K +$203K 1 0.08% New
2771
MWM
Madison Wealth Management
Ohio
$203K -$48.4K 1 0.04% Reduced
2772
GFPC
Global Financial Private Client
Florida
$202K -$8.24K 3 0.11% Reduced
2773
6M
6 Meridian
Kansas
$202K -$3.92K 1 0.02% Reduced
2774
CPC
Consolidated Planning Corp
Georgia
$201K -$7.61K 1 0.15% Reduced
2775
GIM
Guild Investment Management
California
$200K +$205K 1 0.19% New