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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
2776
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$249K -$203K 1 0.02% Reduced
2777
SWMG
Signature Wealth Management Group
Georgia
$249K -$15K 1 0.11% Reduced
2778
American Money Management
American Money Management
California
$248K $0 1 0.07% Maintained
2779
IAG
Investment Advisory Group
Massachusetts
$248K +$185 1 0.15% Increased
2780
MCA
MSH Capital Advisors
Arizona
$247K +$51.4K 1 0.1% Increased
2781
HWM
HFR Wealth Management
New York
$247K -$7.03K 1 0.07% Reduced
2782
BFG
Barber Financial Group
Kansas
$246K -$4.26K 1 0.03% Reduced
2783
Foundry Partners
Foundry Partners
Minnesota
$245K -$21.8M 1 0.01% Reduced
2784
JWM
Janiczek Wealth Management
Colorado
$245K -$23.5K 8 0.07% Reduced
2785
KA
Kercheville Advisors
Texas
$245K $0 1 0.12% Maintained
2786
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$244K $0 1 0.01% Maintained
2787
CCM
CTC Capital Management
Illinois
$244K +$262K 1 0.66% New
2788
FA
Financial Advisors
Massachusetts
$244K -$194K 1 0.08% Reduced
2789
Gemmer Asset Management
Gemmer Asset Management
California
$244K -$25K 7 0.03% Reduced
2790
GFP
Guardian Financial Partners
California
$244K +$10.5K 1 0.25% Increased
2791
PCMK
Paragon Capital Management (Kansas)
Kansas
$244K +$247K 1 0.12% New
2792
BIC
Beach Investment Counsel
Pennsylvania
$243K $0 1 0.03% Maintained
2793
BCM
Buckhead Capital Management
Georgia
$242K $0 1 0.05% Maintained
2794
HAC
Harbor Advisory Corp
New Hampshire
$242K $0 1 0.1% Maintained
2795
GWM
Gray Wealth Management
Maine
$241K $0 1 0.12% Maintained
2796
MWM
Maltin Wealth Management
New Jersey
$241K +$29.5K 2 0.16% Increased
2797
C
CEDRUS
Colorado
$241K +$39.9K 1 0.22% Increased
2798
James Hambro & Partners
James Hambro & Partners
United Kingdom
$239K -$781K 1 0.02% Reduced
2799
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$238K $0 3 0.1% Maintained
2800
CPWM LLC
CPWM LLC
Washington
$238K -$316K 1 0.02% Reduced