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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
MAM
Marquette Asset Management
Minnesota
$129K -$56 4 0.04% Reduced
2802
M1FG
Mach-1 Financial Group
Arkansas
$127K +$140K 1 0.09% New
2803
GA
GoalVest Advisory
New York
$126K -$557K 3 0.08% Reduced
2804
TSWM
Tyler-Stone Wealth Management
Ohio
$125K +$8.62K 2 0.08% Increased
2805
BIA
Bell Investment Advisors
California
$121K +$136K 13 0.04% New
2806
MIHAS
Maj Invest Holding A/S
Denmark
$119K $0 1 0% Maintained
2807
MIM
Macroview Investment Management
Maryland
$118K +$2.24K 3 0.19% Increased
2808
MIM
Meridiem Investment Management
United Kingdom
$117K $0 2 0% Maintained
2809
SPWG
Sage Private Wealth Group
Illinois
$115K $0 3 0.17% Maintained
2810
DI
Disciplined Investments
Oklahoma
$114K -$373 13 0.05% Reduced
2811
GC
Garde Capital
Washington
$108K +$469 1 0.01% Increased
2812
RWM
Raffa Wealth Management
District of Columbia
$107K $0 7 0.05% Maintained
2813
ODG
O'Dell Group
Ohio
$106K -$3.59K 3 0.04% Reduced
2814
SIS
Sound Income Strategies
Florida
$105K -$4.54K 6 0.01% Reduced
2815
RCC
Red Cedar Capital
Nebraska
$103K $0 2 0.07% Maintained
2816
KFS
Kelly Financial Services
Massachusetts
$102K +$536 4 0.05% Increased
2817
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$102K +$113K 3 0.08% New
2818
SWM
Scissortail Wealth Management
Oklahoma
$101K +$69.1K 1 0.04% New
2819
PPWM
PFG Private Wealth Management
Florida
$100K -$3.05K 1 0.06% Reduced
2820
CAM
Costello Asset Management
Pennsylvania
$98K $0 1 0.08% Maintained
2821
MAWCM
Mine & Arao Wealth Creation & Management
California
$98K $0 2 0.07% Maintained
2822
NICM
Neo Ivy Capital Management
New York
$95K -$749K 2 0.25% Reduced
2823
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$94K $0 1 0.04% Maintained
2824
SN
Sittner & Nelson
Oregon
$93K $0 4 0.06% Maintained
2825
CPFP
Clear Perspectives Financial Planning
Ohio
$90K $0 2 0.04% Maintained