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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
KWA
KCS Wealth Advisory
California
$204K -$1.53M 1 0.09% Reduced
2752
LCM
Landscape Capital Management
New Jersey
$204K +$213K 1 0.03% New
2753
MWAM
Manhattan West Asset Management
California
$204K -$77.6K 1 0.12% Reduced
2754
WQ
Wealth Quarterback
New Jersey
$204K +$218K 1 0.16% New
2755
CFG
CKW Financial Group
Hawaii
$203K -$11.1K 2 0.03% Reduced
2756
IWA
IBEX Wealth Advisors
New Jersey
$203K -$410K 1 0.05% Reduced
2757
Confluence Investment Management
Confluence Investment Management
Missouri
$202K $0 1 0% Maintained
2758
FFG
Frisch Financial Group
New York
$202K -$7.54K 1 0.08% Reduced
2759
SPF
Steven Patrick Farmer
$202K +$221K 1 0% New
2760
HCA
Heck Capital Advisors
Wisconsin
$201K -$27.1K 1 0.04% Reduced
2761
GA
Geller Advisors
New York
$200K -$28.6K 1 0.04% Reduced
2762
TC
Trust Company
Kansas
$199K $0 1 0.04% Maintained
2763
ME
McIlrath & Eck
Washington
$198K +$19.9K 8 0.06% Increased
2764
NC
NewSquare Capital
Pennsylvania
$194K $0 1 0.02% Maintained
2765
GCM
Gables Capital Management
Florida
$191K $0 3 0.14% Maintained
2766
AA
AlphaMark Advisors
Kentucky
$187K $0 3 0.09% Maintained
2767
JSAM
J. Safra Asset Management
New York
$186K -$46K 1 0.03% Reduced
2768
WBC
West Branch Capital
Massachusetts
$186K +$45.7K 4 0.11% Increased
2769
TCWM
Total Clarity Wealth Management
Illinois
$184K +$202K 3 0.1% New
2770
TFM
TFC Financial Management
Massachusetts
$183K -$133K 3 0.05% Reduced
2771
CA
Centerpoint Advisors
Massachusetts
$180K $0 2 0.09% Maintained
2772
TIM
Tevis Investment Management
Texas
$180K -$438K 3 0.17% Reduced
2773
HCM
Highlander Capital Management
New Jersey
$178K $0 2 0.1% Maintained
2774
ARMC
American Research & Management Company
Massachusetts
$176K $0 2 0.05% Maintained
2775
CWM
Castle Wealth Management
Florida
$176K +$193K 5 0.1% New