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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
TC
Trust Company
Kansas
$191K $0 1 0.04% Maintained
2752
OPW
Oxler Private Wealth
New York
$190K -$29.9K 2 0.11% Reduced
2753
GCM
Gables Capital Management
Florida
$189K $0 3 0.15% Maintained
2754
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$183K +$7.17K 5 0.12% Increased
2755
WBC
West Branch Capital
Massachusetts
$181K -$7.14K 4 0.11% Reduced
2756
UFF
USA Financial Formulas
Michigan
$180K +$180K 5 0.28% Increased
2757
ME
McIlrath & Eck
Washington
$173K -$39.5K 8 0.05% Reduced
2758
ARMC
American Research & Management Company
Massachusetts
$172K +$1.52K 3 0.05% Increased
2759
HCM
Highlander Capital Management
New Jersey
$172K $0 2 0.1% Maintained
2760
PCM
Pinz Capital Management
New York
$172K +$218K 1 0.31% New
2761
WestEnd Advisors
WestEnd Advisors
North Carolina
$167K $0 1 0.01% Maintained
2762
CA
Centerpoint Advisors
Massachusetts
$166K -$7.66K 2 0.09% Reduced
2763
HI
Hendershot Investments
Virginia
$166K $0 1 0.03% Maintained
2764
TF
TimeScale Financial
Massachusetts
$157K +$5.23K 4 0.05% Increased
2765
TIM
Tortoise Investment Management
New York
$157K +$10.8K 5 0.03% Increased
2766
WWM
Wolff Wiese Magana
California
$156K -$8.12K 6 0.13% Reduced
2767
PP
Paloma Partners
Connecticut
$155K -$9.92M 1 0.01% Reduced
2768
TCWA
Ten Capital Wealth Advisors
Washington
$151K +$20.3K 4 0.07% Increased
2769
CC
Corsicana & Co
Texas
$147K $0 1 0.12% Maintained
2770
Sageworth Trust
Sageworth Trust
Pennsylvania
$146K -$475K 5 0.01% Reduced
2771
HWA
HHM Wealth Advisors
Tennessee
$145K -$136K 4 0.04% Reduced
2772
WFA
West Financial Advisors
Iowa
$144K $0 1 0.04% Maintained
2773
TC
Tacita Capital
Ontario, Canada
$142K $0 1 0.11% Maintained
2774
CAC
Core Alternative Capital
Georgia
$140K -$13.7K 4 0.02% Reduced
2775
GFPC
Global Financial Private Client
Florida
$139K $0 3 0.08% Maintained