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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
2901
XWL
XXI Wealth LLC
Illinois
$426K -$172K 1 0.2% Reduced
2902
RIS
Richmond Investment Services
Wisconsin
$425K -$550K 1 0.13% Reduced
2903
TI
tru Independence
Oregon
$424K $0 1 0.19% Maintained
2904
CCA
Cadent Capital Advisors
Oklahoma
$424K $0 1 0.09% Maintained
2905
ACM
Adalta Capital Management
New York
$423K -$387K 1 0.19% Reduced
2906
CF
Convergence Financial
Missouri
$423K -$5.58K 1 0.03% Reduced
2907
LFIA
Legacy Financial Independent Advisors
Kentucky
$423K -$17.7K 1 0.2% Reduced
2908
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$421K -$436K 1 0.02% Reduced
2909
LT
Legacy Trust
Michigan
$421K -$521K 1 0.07% Reduced
2910
OF
Outfitter Financial
Maine
$420K +$419K 1 0.29% New
2911
EB
Exchange Bank
California
$420K -$414K 1 0.26% Reduced
2912
VWM
Vigilare Wealth Management
Arizona
$419K +$3.95K 1 0.13% Increased
2913
XSC
X-Square Capital
Puerto Rico
$418K +$24.7K 1 0.11% Increased
2914
EWA
Eagle Wealth Advisors
Connecticut
$418K -$282K 1 0.32% Reduced
2915
VV
Verity & Verity
South Carolina
$417K -$296K 1 0.03% Reduced
2916
IF
Ironwood Financial
Arizona
$417K -$421K 1 0.07% Reduced
2917
WCP
Wick Capital Partners
Pennsylvania
$417K +$168K 2 0.06% Increased
2918
SWK
Stephen W. Kidder
$417K -$415K 1 0.11% Reduced
2919
OFS
Orrstown Financial Services
Pennsylvania
$416K -$408K 1 0.06% Reduced
2920
CFSG
Clark Financial Services Group
Missouri
$416K -$8.41K 1 0.2% Reduced
2921
BFG
Beacon Financial Group
Texas
$416K -$469K 1 0.04% Reduced
2922
KCM
Kendall Capital Management
Maryland
$415K -$12.2K 1 0.07% Reduced
2923
CPSC
Carl P. Sherr & Co
Massachusetts
$414K -$553K 1 0.17% Reduced
2924
SLC
Second Line Capital
Louisiana
$413K -$298K 1 0.08% Reduced
2925
SW
StrongBox Wealth
Missouri
$412K -$182K 3 0.12% Reduced