← All themes

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
CAM
Councilmark Asset Management
Tennessee
$447K $0 1 0.3% Maintained
2802
NFA
Northwest Financial Advisors
Virginia
$445K +$102K 3 0.35% Increased
2803
BA
Ballew Advisors
Mississippi
$444K -$17.3K 1 0.3% Reduced
2804
LFG
Lockerman Financial Group
California
$444K +$34.7K 1 0.75% Increased
2805
SRC
Sage Rhino Capital
California
$442K +$168K 2 0.1% Increased
2806
CNWM
Clay Northam Wealth Management
California
$441K $0 1 0.3% Maintained
2807
LSIA
LaSalle St. Investment Advisors
Illinois
$440K +$226K 2 0.17% Increased
2808
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$439K +$247K 2 0.02% Increased
2809
SIC
Samalin Investment Counsel
New York
$439K +$776 1 0.19% Increased
2810
Aspiriant LLC
Aspiriant LLC
California
$438K +$143K 1 0.02% Increased
2811
Millburn Ridgefield Corp
Millburn Ridgefield Corp
New York
$437K +$392K 3 0.01% Increased
2812
VAG
VisionPoint Advisory Group
Texas
$436K +$37.1K 1 0.15% Increased
2813
TF
Trek Financial
Arizona
$435K +$182K 2 0.03% Increased
2814
GRQ
Gardner Russo & Quinn
Pennsylvania
$435K +$187K 2 0% Increased
2815
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$434K +$432K 1 0.04% New
2816
ONSWM
Old North State Wealth Management
North Carolina
$433K +$50.6K 1 0.24% Increased
2817
EF
Exeter Financial
Arizona
$433K -$19.4K 1 0.19% Reduced
2818
CMI
Clare Market Investments
Texas
$432K +$413K 1 0.11% New
2819
CFG
CKW Financial Group
Hawaii
$432K +$7.02K 2 0.05% Increased
2820
BFWM
Bright Futures Wealth Management
New York
$432K -$18.1K 1 0.21% Reduced
2821
DI
Diligent Investors
California
$431K -$42.9K 1 0.1% Reduced
2822
GAM
Gould Asset Management
California
$431K +$103K 1 0.09% Increased
2823
SBF
Sara-Bay Financial
Florida
$431K $0 1 0.16% Maintained
2824
PWM
Paulson Wealth Management
Illinois
$429K +$185K 2 0.11% Increased
2825
BFA
Brown Financial Advisors
Ohio
$429K +$427K 1 0.18% New