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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
IWP
IAG Wealth Partners
Wisconsin
$5K -$2.1K 1 0% Reduced
2902
IHWM
Iron Horse Wealth Management
Iowa
$5K $0 1 0% Maintained
2903
CI
Cordant Inc
Oregon
$4K +$3.93K 1 0% New
2904
LPWM
Lake Point Wealth Management
Texas
$4K +$3.55K 1 0% New
2905
TWP
TFO Wealth Partners
Ohio
$4K -$752K 1 0% Reduced
2906
BHWM
Bay Harbor Wealth Management
Maryland
$3K +$282 1 0% Increased
2907
CC
Cypress Capital
Tennessee
$2K $0 1 0% Maintained
2908
FA
Financial Avengers
California
$2K $0 1 0% Maintained
2909
WIA
Wealthstreet Investment Advisors
Texas
$2K -$17.3M 1 0.01% Reduced
2910
HF
Halpern Financial
Virginia
$1.99K $0 1 0% Maintained
2911
AIA
Arcadia Investment Advisors
Idaho
$1.72K +$1.61K 1 0% New
2912
ANBT
American National Bank & Trust
Texas
$1K $0 1 0% Maintained
2913
CWA
Carolina Wealth Advisors
South Carolina
$1K $0 1 0% Maintained
2914
HH
HWG Holdings
Texas
$1K +$1.06K 1 0% New
2915
LWA
Lowe Wealth Advisors
Maryland
$1K $0 1 0% Maintained
2916
SSC
Syverson Strege & Co
Iowa
$1K $0 2 0% Maintained
2917
AFM
Abbot Financial Management
Massachusetts
$0 -$202K 0 – Closed
2918
ARG
Advisory Resource Group
Oklahoma
$0 -$209K 0 – Closed
2919
AC
Albar Capital
United Kingdom
$0 -$2.36M 0 – Closed
2920
AFIA
America First Investment Advisors
Nebraska
$0 -$18.1M 0 – Closed
2921
ACG
Anchorage Capital Group
New York
$0 -$6.62M 0 – Closed
2922
ACM
Anomaly Capital Management
New York
$0 -$20.3M 0 – Closed
2923
AWAM
Appian Way Asset Management
New York
$0 -$3.12M 0 – Closed
2924
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$2.29M 0 – Closed
2925
AI
ArchPoint Investors
Florida
$0 -$46K 0 – Closed