← 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
2876
CMF
Counterpoint Mutual Funds
California
$26K +$26K 2 0.02% New
2877
CPWM
Cypress Point Wealth Management
Texas
$22K +$22.4K 1 0.02% New
2878
FCMT
Founders Capital Management (Texas)
Texas
$21K +$22.7K 1 0.01% New
2879
SFP
Sterling Financial Planning
New Jersey
$21K -$11.6K 1 0.01% Reduced
2880
CDIA
Capital Directions Investment Advisors
Georgia
$20K +$20.1K 1 0.01% New
2881
SGAM
Smith Group Asset Management
Texas
$18K +$1.71K 1 0% Increased
2882
BDWM
Brewin Dolphin Wealth Management
Ireland
$17.1K +$17.5K 1 0% New
2883
DWMG
DB Wealth Management Group
California
$17K $0 3 0.01% Maintained
2884
PP
Pacifica Partners
Canada
$17K +$2.88K 3 0.01% Increased
2885
TJHA
Thomas J. Herzfeld Advisors
Florida
$17K +$3.71K 2 0.01% Increased
2886
HWM
HighMark Wealth Management
Minnesota
$15K -$1.39K 4 0.01% Reduced
2887
TC
Truvestments Capital
Florida
$15K +$999 2 0.01% Increased
2888
PWS
Paragon Wealth Strategies
Florida
$14K +$14.7K 3 0% New
2889
FPW
Flagship Private Wealth
Massachusetts
$13.7K $0 2 0.01% Maintained
2890
LAS
Lloyd Advisory Services
Georgia
$13K -$1K 3 0.01% Reduced
2891
WIM
Westside Investment Management
California
$11.1K $0 3 0.03% Maintained
2892
JPLA
Joseph P. Lucia & Associates
New York
$11K -$1K 2 0.01% Reduced
2893
MA
Modus Advisors
Minnesota
$11K +$10.8K 1 0% New
2894
PFA
Professional Financial Advisors
Nebraska
$11K +$9.7K 1 0.01% New
2895
RBC
Roble Belko & Company
Pennsylvania
$11K $0 2 0% Maintained
2896
First Command Advisory Services
First Command Advisory Services
Texas
$10K +$10.1K 1 0% New
2897
OAJ
Ogorek Anthony Joseph
New York
$10K $0 3 0% Maintained
2898
ARIS
Advanced Research Investment Solutions
California
$9K $0 1 0.01% Maintained
2899
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$8K -$4.02K 2 0% Reduced
2900
EAM
Eukles Asset Management
Ohio
$6K $0 1 0% Maintained