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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
2826
MCM
Mengis Capital Management
Oregon
$227K $0 1 0.04% Maintained
2827
SA
Shilanski & Associates
Alaska
$227K -$1.37M 1 0.1% Reduced
2828
WWM
Wolff Wiese Magana
California
$227K -$23.5K 4 0.15% Reduced
2829
CMI
Clare Market Investments
Texas
$226K -$286K 1 0.07% Reduced
2830
BA
Ballew Advisors
Mississippi
$226K +$248K 1 0.17% New
2831
CWM
Concentric Wealth Management
California
$226K -$7.22K 1 0.07% Reduced
2832
Confluence Investment Management
Confluence Investment Management
Missouri
$226K $0 1 0% Maintained
2833
PFWA
Paces Ferry Wealth Advisors
Georgia
$226K $0 1 0.18% Maintained
2834
BC
Brio Consultants
California
$225K +$241K 1 0.05% New
2835
LGA
Lebenthal Global Advisors
New York
$225K -$230K 1 0.1% Reduced
2836
TFCP
Twin Focus Capital Partners
Massachusetts
$225K +$5.99K 1 0.04% Increased
2837
WLIM
White Lighthouse Investment Management
Massachusetts
$225K -$14.8K 1 0.06% Reduced
2838
AIM
AMI Investment Management
Indiana
$224K +$32.4K 1 0.1% Increased
2839
PP
PFS Partners
New Jersey
$223K +$10.5K 7 0.19% Increased
2840
RWG
Regal Wealth Group
California
$223K +$518 1 0.14% Increased
2841
CFG
Cooper Financial Group
California
$222K +$224K 1 0.08% New
2842
TC
Trust Company
Kansas
$222K -$9.44K 1 0.04% Reduced
2843
DAM
Derbend Asset Management
Georgia
$221K $0 1 0.22% Maintained
2844
PBO
Peoples Bank (Ohio)
Ohio
$221K +$1.85K 1 0.11% Increased
2845
SAM
Sompo Asset Management
Japan
$221K +$224K 1 0.05% New
2846
BMC
Benin Management Corp
Connecticut
$219K -$9.8K 1 0.07% Reduced
2847
CFG
Claremont Financial Group
California
$219K $0 1 0.94% Maintained
2848
FFMBT
First Farmers & Merchants Bank Trust
Tennessee
$219K -$211K 1 0.23% Reduced
2849
LIA
LBMC Investment Advisors
Tennessee
$219K -$261K 1 0.02% Reduced
2850
Merriman Wealth Management
Merriman Wealth Management
Washington
$219K -$97.3K 1 0.02% Reduced