← 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
2776
IWA
IVC Wealth Advisors
Pennsylvania
$515K $0 1 0.2% Maintained
2777
KIG
Kennedy Investment Group
New Jersey
$514K -$129K 2 0.17% Reduced
2778
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$514K -$112K 2 0.01% Reduced
2779
AMPWP
Alvarez & Marsal Private Wealth Partners
Florida
$512K -$448K 1 0.07% Reduced
2780
SWM
SilverOak Wealth Management
Minnesota
$511K -$223K 1 0.07% Reduced
2781
OWA
Opal Wealth Advisors
New York
$510K -$681K 2 0.11% Reduced
2782
SC
Solstein Capital
California
$510K -$473K 4 0.17% Reduced
2783
PFSC
Peoples Financial Services Corp
Pennsylvania
$508K -$736K 2 0.22% Reduced
2784
LEA
Legacy Edge Advisors
New York
$508K -$49.3K 2 0.05% Reduced
2785
ONSWM
Old North State Wealth Management
North Carolina
$505K -$228K 1 0.22% Reduced
2786
IQI
Integrated Quantitative Investments
Washington
$504K -$2.18M 2 0.08% Reduced
2787
EIP
Essential Investment Partners
Colorado
$504K -$392K 2 0.4% Reduced
2788
BW
Basepoint Wealth
Iowa
$504K -$52.6K 4 0.29% Reduced
2789
WIM
Westside Investment Management
California
$503K -$65.3K 7 0.07% Reduced
2790
SAM
Shikiar Asset Management
New York
$502K -$66.7K 2 0.13% Reduced
2791
GIP
Greatmark Investment Partners
Georgia
$500K +$188K 1 0.06% Increased
2792
HCP
Hexagon Capital Partners
Arkansas
$500K -$154K 2 0.07% Reduced
2793
AWM
Athena Wealth Management
Nevada
$499K -$484K 2 0.37% Reduced
2794
CFD
Creative Financial Designs
Indiana
$499K -$98.4K 8 0.02% Reduced
2795
RBFC
Roman Butler Fullerton & Co
Missouri
$499K -$236K 2 0.12% Reduced
2796
PPWM
PFG Private Wealth Management
Florida
$499K -$2.34K 1 0.22% Reduced
2797
BIG
Builder Investment Group
Georgia
$498K -$496K 1 0.1% Reduced
2798
ATC
Adirondack Trust Company
New York
$496K -$288K 3 0.15% Reduced
2799
WPW
Watershed Private Wealth
Illinois
$495K $0 1 0.14% Maintained
2800
LWM
LeConte Wealth Management
Tennessee
$494K -$34.1K 2 0.27% Reduced