← All themes

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
SIC
Samalin Investment Counsel
New York
$293K -$13.5K 1 0.17% Reduced
2752
CA
Cambridge Advisors
Nebraska
$293K $0 1 0.08% Maintained
2753
AC
ASB Consultores
Florida
$292K -$150K 1 0.12% Reduced
2754
GC
GFG Capital
Florida
$292K +$307K 1 0.09% New
2755
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$291K +$11K 1 0.04% Increased
2756
EWM
Endowment Wealth Management
Wisconsin
$290K -$21K 1 0.26% Reduced
2757
PWM
PRW Wealth Management
Massachusetts
$288K $0 1 0.11% Maintained
2758
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$287K +$73.9K 1 0.1% Increased
2759
TIA
Traphagen Investment Advisors
New Jersey
$286K +$366 1 0.04% Increased
2760
BA
Ballew Advisors
Mississippi
$286K +$286K 1 0.24% New
2761
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$286K +$285K 1 0.01% New
2762
Lodestar Private Asset Management
Lodestar Private Asset Management
California
$284K -$15.7K 1 0.05% Reduced
2763
Global Strategic Investment Solutions
Global Strategic Investment Solutions
Arizona
$282K +$6.22K 1 0.04% Increased
2764
JWM
Janiczek Wealth Management
Colorado
$282K +$32.5K 6 0.07% Increased
2765
SDAM
Shulman DeMeo Asset Management
New York
$280K -$18.1K 1 0.09% Reduced
2766
TBC
Ted Buchan & Co
California
$280K $0 1 0.22% Maintained
2767
CW
Channel Wealth
California
$279K -$9.33K 1 0.16% Reduced
2768
Garde Capital
Garde Capital
Washington
$279K -$556K 2 0.02% Reduced
2769
SPC Financial Inc
SPC Financial Inc
Maryland
$279K +$66.2K 1 0.03% Increased
2770
RWG
Regal Wealth Group
California
$278K +$220 1 0.19% Increased
2771
Howard Financial Services
Howard Financial Services
Texas
$277K +$1.65K 1 0.06% Increased
2772
Regatta Capital Group
Regatta Capital Group
California
$277K -$6.95K 1 0.09% Reduced
2773
Infrastructure Capital Advisors
Infrastructure Capital Advisors
New York
$277K +$291K 1 0.03% New
2774
SSW
Stone Summit Wealth
Florida
$277K $0 1 0.12% Maintained
2775
SWA
Sutton Wealth Advisors
Florida
$277K +$10.1K 5 0.14% Increased