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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
PP
PrairieView Partners
Minnesota
$136K $0 2 0.02% Maintained
2802
SIS
Sound Income Strategies
Florida
$136K -$10K 5 0.02% Reduced
2803
RTC
Riverview Trust Company
Washington
$132K $0 3 0.14% Maintained
2804
AL
ADE LLC
Maryland
$131K -$43.3K 3 0.12% Reduced
2805
CPFP
Clear Perspectives Financial Planning
Ohio
$130K $0 2 0.06% Maintained
2806
KFS
Kelly Financial Services
Massachusetts
$128K -$3.19K 4 0.07% Reduced
2807
TI
Truehand Inc
New Hampshire
$127K $0 2 0.08% Maintained
2808
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$125K +$213 3 0.08% Increased
2809
MIM
Macroview Investment Management
Maryland
$123K +$5.87K 2 0.16% Increased
2810
MAWCM
Mine & Arao Wealth Creation & Management
California
$121K $0 2 0.07% Maintained
2811
ODG
O'Dell Group
Ohio
$121K +$129K 2 0.04% New
2812
ACM
Antonetti Capital Management
Florida
$115K +$121K 3 0.09% New
2813
TIM
Tortoise Investment Management
New York
$113K $0 4 0.02% Maintained
2814
FA
Fortis Advisors
Pennsylvania
$104K -$12K 1 0.06% Reduced
2815
BCPWM
Bradley & Co Private Wealth Management
Florida
$102K $0 2 0.09% Maintained
2816
JEST
JTC Employer Solutions Trustee
Jersey
$102K $0 2 0.01% Maintained
2817
AFS
Annapolis Financial Services
Maryland
$92K +$8.95K 3 0.03% Increased
2818
RA
RiverPark Advisors
New York
$91K +$97.6K 1 0.01% New
2819
SN
Sittner & Nelson
Oregon
$91K -$26.7K 4 0.06% Reduced
2820
CDIA
Capital Directions Investment Advisors
Georgia
$84K +$69.7K 1 0.03% Increased
2821
HS
HighVista Strategies
Massachusetts
$84K $0 1 0.06% Maintained
2822
CH
Canton Hathaway
Rhode Island
$83K +$61.9K 2 0.02% Increased
2823
AA
AlphaCentric Advisors
Puerto Rico
$82K +$144 1 0.02% Increased
2824
Larson Financial Group
Larson Financial Group
Missouri
$82K +$9.77K 5 0.02% Increased
2825
DI
Disciplined Investments
Oklahoma
$79K +$34.4K 3 0.04% Increased