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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
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
$233K +$239K 1 0.24% New
2902
Advisory Alpha
Advisory Alpha
Michigan
$232K +$230K 1 0.01% New
2903
SCA
Spearhead Capital Advisors
Florida
$232K +$3.27K 1 0.03% Increased
2904
HI
Hendershot Investments
Virginia
$231K $0 1 0.04% Maintained
2905
PL
Parthenon LLC
Kentucky
$231K $0 1 0.03% Maintained
2906
CCA
Cottonwood Capital Advisors
Utah
$230K +$236K 1 0.18% New
2907
RCG
Rock Creek Group
District of Columbia
$230K +$2.62K 1 0.03% Increased
2908
WA1
Wimmer Associates 1
California
$230K -$10.7K 1 0.12% Reduced
2909
WAM
WNY Asset Management
New York
$230K -$1.41K 1 0.07% Reduced
2910
CW
Cabot-Wellington
Massachusetts
$230K -$171K 1 0.11% Reduced
2911
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$229K +$191K 6 0.01% Increased
2912
SIA
Sage Investment Advisers
New York
$229K +$236K 1 0.29% New
2913
UFA
US Financial Advisors
Massachusetts
$229K $0 1 0.1% Maintained
2914
ARMC
American Research & Management Company
Massachusetts
$228K +$1.35K 2 0.05% Increased
2915
CFA
Capstone Financial Advisors
Illinois
$228K -$808 1 0.02% Reduced
2916
CSWM
Cassady Schiller Wealth Management
Ohio
$228K +$231K 5 0.14% New
2917
MGIA
Matthew Goff Investment Advisor
Texas
$228K -$1.61M 1 0.05% Reduced
2918
CCM
Chickasaw Capital Management
Tennessee
$227K +$212K 1 0.01% New
2919
HCM
Highlander Capital Management
New Jersey
$226K -$14.6K 2 0.1% Reduced
2920
HFS
Heritage Financial Services
Massachusetts
$224K +$230K 1 0.18% New
2921
IWN
Independent Wealth Network
Iowa
$224K -$540 1 0.14% Reduced
2922
SCFS
S.C. Financial Services
Arizona
$224K +$207K 1 0.26% New
2923
HFG
Heron Financial Group
New York
$222K $0 1 0.12% Maintained
2924
&Partners
&Partners
Tennessee
$222K $0 1 0.13% Maintained
2925
ACG
Allen Capital Group
Nebraska
$221K +$227K 1 0.03% New