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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
SAM
Security Asset Management
New York
$201K +$185 1 0.09% Increased
2902
CC
Cadinha & Co
Hawaii
$200K $0 1 0.03% Maintained
2903
IWN
Independent Wealth Network
Iowa
$200K +$11.3K 1 0.13% Increased
2904
RWA
Redmont Wealth Advisors
Illinois
$200K +$3.89K 1 0.21% Increased
2905
ME
McIlrath & Eck
Washington
$198K -$11.1K 8 0.06% Reduced
2906
KFP
KB Financial Partners
New Jersey
$194K -$15.3K 5 0.05% Reduced
2907
TF
TimeScale Financial
Massachusetts
$188K +$9.81K 4 0.04% Increased
2908
BIP
Blueprint Investment Partners
North Carolina
$187K -$902K 1 0.05% Reduced
2909
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$179K -$210K 6 0.33% Reduced
2910
SC
Stephens Consulting
Michigan
$177K -$36.7K 4 0.14% Reduced
2911
CT
Clearstead Trust
Maine
$177K -$47.3K 2 0.11% Reduced
2912
HI
Hendershot Investments
Virginia
$175K $0 1 0.03% Maintained
2913
CC
Corsicana & Co
Texas
$171K $0 1 0.11% Maintained
2914
CCM
Cribstone Capital Management
Maine
$170K -$14.8K 3 0.09% Reduced
2915
DC
DeDora Capital
California
$169K +$172K 7 0.07% New
2916
WBC
West Branch Capital
Massachusetts
$169K -$78.5K 3 0.08% Reduced
2917
WFA
West Financial Advisors
Iowa
$168K $0 1 0.04% Maintained
2918
CWM
Curi Wealth Management
North Carolina
$167K +$100K 3 0.03% Increased
2919
SLWA
San Luis Wealth Advisors
California
$166K +$152K 5 0.08% New
2920
TC
Tacita Capital
Ontario, Canada
$166K $0 1 0.1% Maintained
2921
TCWA
Ten Capital Wealth Advisors
Washington
$159K -$11.2K 4 0.07% Reduced
2922
KLWA
Kelly Lawrence W & Associates
California
$157K $0 1 0.03% Maintained
2923
FNBOSM
First National Bank of South Miami
Florida
$153K $0 2 0.09% Maintained
2924
GFPC
Global Financial Private Client
Florida
$151K +$2.96K 3 0.07% Increased
2925
MAM
Marquette Asset Management
Minnesota
$147K +$113K 4 0.03% Increased