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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
OCM
Ovata Capital Management
Hong Kong
$2K +$1.5K 1 0% New
2902
TFA
Transamerica Financial Advisors
Florida
$2K $0 1 0.05% Maintained
2903
HF
Halpern Financial
Virginia
$1.73K +$1.59K 1 0% New
2904
ANBT
American National Bank & Trust
Texas
$1K +$389 1 0% New
2905
CWA
Carolina Wealth Advisors
South Carolina
$1K $0 1 0% Maintained
2906
ES
Equitec Specialists
Illinois
$1K +$1.24K 1 0% New
2907
LWA
Lowe Wealth Advisors
Maryland
$1K $0 1 0% Maintained
2908
SSC
Syverson Strege & Co
Iowa
$1K $0 2 0% Maintained
2909
3LCM
3D/L Capital Management
Connecticut
$0 -$1.38M 0 – Closed
2910
AWP
Abacus Wealth Partners
California
$0 -$260K 0 – Closed
2911
AIL
AGF Investments LLC
Ontario, Canada
$0 -$54K 0 – Closed
2912
ACM
AIGH Capital Management
Maryland
$0 -$1.13M 0 – Closed
2913
AL
AJO LP
Pennsylvania
$0 -$22.5M 0 – Closed
2914
AlphaCore Capital
AlphaCore Capital
California
$0 -$225K 0 – Closed
2915
ARTA
A.R.T. Advisors
New York
$0 -$338K 0 – Closed
2916
AC
Athos Capital
Hong Kong
$0 -$398K 0 – Closed
2917
AI
Atom Investors
Texas
$0 -$4.8M 0 – Closed
2918
ACG
Aventail Capital Group
New York
$0 -$1.04M 0 – Closed
2919
BBHBI
B, B, H, & B Inc
Alabama
$0 -$5K 0 – Closed
2920
BWP
Bernardo Wealth Planning
Pennsylvania
$0 -$747K 0 – Closed
2921
BCM
Beryl Capital Management
California
$0 -$3.91M 0 – Closed
2922
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$0 -$434K 0 – Closed
2923
BWM
Birchcreek Wealth Management
Ohio
$0 -$171K 0 – Closed
2924
BFC
Blue Fin Capital
Rhode Island
$0 -$282K 0 – Closed
2925
BIM
Bogle Investment Management
Massachusetts
$0 -$239K 0 – Closed