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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
2851
LAM
Lountzis Asset Management
Pennsylvania
$39.8K $0 1 0.02% Maintained
2852
IPW
IronBridge Private Wealth
Texas
$39K -$35.2K 2 0.02% Reduced
2853
MAM
Marquette Asset Management
Minnesota
$38K $0 1 0.01% Maintained
2854
T
TOBAM
France
$38K $0 1 0% Maintained
2855
CMA
Cedar Mountain Advisors
Oregon
$37K $0 3 0.01% Maintained
2856
ANBT
American National Bank & Trust
Texas
$36K +$38.5K 2 0.01% Increased
2857
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$36K +$38K 3 0% New
2858
OCM
Osterweis Capital Management
California
$36K +$37.7K 1 0% New
2859
AWM
Atticus Wealth Management
Florida
$35K -$20K 1 0.02% Reduced
2860
HGWM
Harvest Group Wealth Management
Massachusetts
$35K $0 1 0.02% Maintained
2861
MG
MilWealth Group
Wisconsin
$34K +$35.9K 2 0.01% New
2862
FCMT
Founders Capital Management (Texas)
Texas
$32K +$12.9K 1 0.02% Increased
2863
HFS
HBC Financial Services
Washington
$28K $0 2 0.02% Maintained
2864
CP
Corbenic Partners
Pennsylvania
$27K $0 1 0.01% Maintained
2865
Harding Loevner
Harding Loevner
New Jersey
$27K -$42K 1 0% Reduced
2866
BCFD
Boit C.F. David
$26K +$26.9K 1 0.02% New
2867
DWA
Delos Wealth Advisors
Texas
$26K $0 2 0.03% Maintained
2868
GPA
Guidance Point Advisors
Massachusetts
$26K +$28.9K 2 0.01% New
2869
KC
Knuff & Co
California
$26K $0 1 0.01% Maintained
2870
SA
SRH Advisors
Kansas
$26K $0 1 0.03% Maintained
2871
RTL
Red Tortoise LLC
Georgia
$25K +$34.7K 3 0.02% New
2872
CPWM
Cypress Point Wealth Management
Texas
$21K $0 1 0.02% Maintained
2873
ICM
Islay Capital Management
Texas
$21K -$133K 1 0.02% Reduced
2874
AWM
Activest Wealth Management
Florida
$19K +$21.2K 1 0.01% New
2875
TC
Truvestments Capital
Florida
$18K +$2.77K 1 0.01% Increased