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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
AIIMS
Analyst IMS Investment Management Services
Israel
$277K -$915 1 0.02% Reduced
2777
HPA
High Probability Advisors
New York
$276K $0 1 0.06% Maintained
2778
OCM
Orion Capital Management
California
$276K +$40.9K 5 0.18% Increased
2779
PCFFS
Pacific Center for Financial Services
California
$274K $0 2 0.09% Maintained
2780
OPOWM
One Plus One Wealth Management
Florida
$274K -$5.01K 1 0.18% Reduced
2781
WA
Wealth Architects
California
$274K +$9.51K 1 0.05% Increased
2782
&Partners
&Partners
Tennessee
$274K +$5.67K 1 0.13% Increased
2783
RFP
RCS Financial Planning
Maryland
$274K +$287K 1 0.21% New
2784
RWA
Redhawk Wealth Advisors
Minnesota
$273K +$1.6K 1 0.09% Increased
2785
HIM
Herald Investment Management
United Kingdom
$273K $0 1 0.06% Maintained
2786
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$271K $0 1 0.02% Maintained
2787
WF
Warner Financial
Maryland
$271K +$1.28K 1 0.18% Increased
2788
AA
AlphaQ Advisors
Florida
$270K -$24.6K 1 0.23% Reduced
2789
HVP
Hudson Value Partners
Florida
$270K -$5.26M 1 0.14% Reduced
2790
CFP
Cypress Financial Planning
New Jersey
$270K +$313K 1 0.15% New
2791
FCMC
Founders Capital Management (Connecticut)
Connecticut
$269K -$330 1 0.06% Reduced
2792
OHWA
Oak Hill Wealth Advisors
Virginia
$269K +$183 1 0.1% Increased
2793
OA
Oxbow Advisors
Texas
$268K +$6.59K 1 0.04% Increased
2794
WF
Wayfinding Financial
Washington
$267K -$23.8K 1 0.2% Reduced
2795
PHIC
Pine Haven Investment Counsel
Massachusetts
$267K $0 1 0.28% Maintained
2796
PWM
Palumbo Wealth Management
New York
$267K -$7.32K 1 0.15% Reduced
2797
Atomi Financial Group
Atomi Financial Group
New York
$266K -$358K 1 0.09% Reduced
2798
AGP
Autumn Glory Partners
Texas
$266K $0 1 0.16% Maintained
2799
YWM
Yoder Wealth Management
California
$266K +$10.2K 1 0.22% Increased
2800
DAM
Diamant Asset Management
Connecticut
$266K $0 1 0.22% Maintained