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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
2801
SIS
Sound Income Strategies
Florida
$150K -$24K 5 0.02% Reduced
2802
RWM
Raffa Wealth Management
District of Columbia
$149K -$10.6K 8 0.05% Reduced
2803
BFG
Baron Financial Group
New Jersey
$149K $0 2 0.09% Maintained
2804
TCM
TD Capital Management
Tennessee
$147K $0 4 0.02% Maintained
2805
FWM
Filbrandt Wealth Management
Wisconsin
$145K $0 2 0.08% Maintained
2806
RCC
Red Cedar Capital
Nebraska
$144K $0 1 0.09% Maintained
2807
PP
PrairieView Partners
Minnesota
$139K $0 2 0.02% Maintained
2808
KFS
Kelly Financial Services
Massachusetts
$134K +$434 4 0.08% Increased
2809
FI
FormulaFolio Investments
Michigan
$129K $0 1 0.04% Maintained
2810
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$129K +$746 3 0.08% Increased
2811
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$128K $0 1 0.07% Maintained
2812
RTC
Riverview Trust Company
Washington
$127K $0 3 0.13% Maintained
2813
TI
Truehand Inc
New Hampshire
$127K $0 2 0.07% Maintained
2814
CAM
Costello Asset Management
Pennsylvania
$125K -$814 3 0.08% Reduced
2815
MAWCM
Mine & Arao Wealth Creation & Management
California
$124K $0 2 0.07% Maintained
2816
CPFP
Clear Perspectives Financial Planning
Ohio
$123K $0 2 0.06% Maintained
2817
SL
Savior LLC
Massachusetts
$122K -$14.6K 6 0.1% Reduced
2818
MIM
Macroview Investment Management
Maryland
$121K +$3.92K 2 0.16% Increased
2819
NFSG
Newbridge Financial Services Group
Florida
$120K +$6.56K 4 0.07% Increased
2820
SN
Sittner & Nelson
Oregon
$120K +$57K 4 0.08% Increased
2821
LWA
Lenox Wealth Advisors
New York
$119K -$49.6K 6 0.02% Reduced
2822
TIM
Tortoise Investment Management
New York
$114K +$2.85K 4 0.02% Increased
2823
FA
Fortis Advisors
Pennsylvania
$109K +$33.5K 2 0.06% Increased
2824
GAM
GVO Asset Management
Switzerland
$107K $0 1 0.09% Maintained
2825
NO
Ninety One
South Africa
$103K +$8.37K 1 0.04% Increased