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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
CFAM
Center For Asset Management
Florida
$253K $0 1 0.24% Maintained
2802
GSIAS
Garden State Investment Advisory Services
New Jersey
$253K +$249K 1 0.15% New
2803
PL
Parthenon LLC
Kentucky
$253K +$240K 1 0.04% New
2804
KA
Kercheville Advisors
Texas
$253K -$16.5K 1 0.17% Reduced
2805
HA
HFG Advisors
Ohio
$253K +$239K 1 0.3% New
2806
FCM
Firestone Capital Management
Florida
$252K $0 1 0.09% Maintained
2807
PIM
Progressive Investment Management
Oregon
$252K $0 1 0.1% Maintained
2808
AWM
Angeles Wealth Management
California
$252K +$238K 1 0.04% New
2809
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$252K -$18.5K 1 0.02% Reduced
2810
3IP
3Chopt Investment Partners
Virginia
$252K +$240K 2 0.14% New
2811
PFT
Providence First Trust
Arizona
$252K $0 1 0.15% Maintained
2812
GWM
Gray Wealth Management
Maine
$251K -$4.13K 1 0.15% Reduced
2813
SWM
Sendero Wealth Management
Texas
$251K -$171K 1 0.09% Reduced
2814
FFG
Frisch Financial Group
New York
$251K +$237K 1 0.09% New
2815
SP
Saranac Partners
$251K +$237K 1 0.45% New
2816
DWM
Dorchester Wealth Management
Quebec, Canada
$251K -$4.37K 1 0.06% Reduced
2817
PP
Paloma Partners
Connecticut
$250K +$50K 2 0.01% Increased
2818
HI
Harper Investing
California
$250K -$383K 1 0.31% Reduced
2819
AWM
AAF Wealth Management
Massachusetts
$249K +$236K 1 0.18% New
2820
GCL
Gouws Capital LLC
North Carolina
$249K -$2.16M 1 0.23% Reduced
2821
MSCM
McElhenny Sheffield Capital Management
Texas
$249K -$1,000K 5 0.12% Reduced
2822
PA
Probity Advisors
Texas
$248K +$235K 1 0.06% New
2823
AR
Apeiron RIA
Texas
$248K +$237K 1 0.09% New
2824
CA
Cambridge Advisors
Nebraska
$248K $0 1 0.07% Maintained
2825
BL
Bleichroeder LP
New York
$248K $0 1 0.05% Maintained