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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
SignalPoint Asset Management
Missouri
$204K -$5.08K 1 0.06% Reduced
2902
Merriman Wealth Management
Merriman Wealth Management
Washington
$204K -$1.69K 1 0.01% Reduced
2903
TFCP
Twin Focus Capital Partners
Massachusetts
$204K $0 1 0.04% Maintained
2904
EP
Eudaimonia Partners
Tennessee
$204K +$189K 1 0.05% New
2905
QL
Quarry LP
New York
$203K -$91.8K 8 0.04% Reduced
2906
FCA
Fortis Capital Advisors
Kansas
$202K +$134K 4 0.11% Increased
2907
ACG
Allen Capital Group
Nebraska
$202K +$211K 1 0.04% New
2908
HCM
Highlander Capital Management
New Jersey
$202K $0 2 0.1% Maintained
2909
BB
Bell Bank
North Dakota
$201K -$46.3K 1 0.02% Reduced
2910
SA
Syntax Advisors
New York
$201K +$210K 1 0.15% New
2911
VCG
Vantage Consulting Group
Virginia
$201K +$210K 1 0.11% New
2912
HFG
Heron Financial Group
New York
$201K $0 1 0.11% Maintained
2913
SCM
Sterneck Capital Management
Missouri
$201K $0 1 0.13% Maintained
2914
MLFP
MPS Loria Financial Planners
Illinois
$201K +$197K 1 0.08% New
2915
AIS
American Investment Services
Massachusetts
$200K $0 1 0.04% Maintained
2916
LA
Legacy Advisors
Pennsylvania
$200K -$15.8K 1 0.04% Reduced
2917
ME
McIlrath & Eck
Washington
$198K +$41.5K 8 0.05% Increased
2918
WBC
West Branch Capital
Massachusetts
$195K -$20.9K 4 0.11% Reduced
2919
HWA
HHM Wealth Advisors
Tennessee
$189K +$20K 4 0.04% Increased
2920
RI
Ridgewood Investments
New Jersey
$187K +$185K 6 0.11% New
2921
RWPA
Richard W. Paul & Associates
Michigan
$184K -$161K 4 0.08% Reduced
2922
DI
Disciplined Investments
Oklahoma
$180K +$39.6K 12 0.08% Increased
2923
TIM
Tortoise Investment Management
New York
$178K +$564 5 0.03% Increased
2924
TF
TimeScale Financial
Massachusetts
$178K -$3.57K 4 0.04% Reduced
2925
CSWM
Cassady Schiller Wealth Management
Ohio
$177K -$4.89K 2 0.08% Reduced