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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
EWA
Encompass Wealth Advisors
Oregon
$234K $0 1 0.08% Maintained
2902
CA
CGN Advisors
Kansas
$234K -$2.97K 1 0.03% Reduced
2903
MCM
Mengis Capital Management
Oregon
$234K $0 1 0.05% Maintained
2904
SWMP
Signature Wealth Management Partners
New Jersey
$234K $0 1 0.22% Maintained
2905
FVWA
Foster Victor Wealth Advisors
South Carolina
$233K -$7.24K 1 0.03% Reduced
2906
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$233K +$44 1 0.07% Increased
2907
WLIM
White Lighthouse Investment Management
Massachusetts
$233K $0 1 0.06% Maintained
2908
OR
Olympiad Research
Connecticut
$233K -$686K 1 0.23% Reduced
2909
CHA
Cooper/Haims Advisors
New York
$231K -$40.1K 1 0.18% Reduced
2910
IPW
Inlet Private Wealth
Florida
$230K $0 1 0.06% Maintained
2911
RWP
Revolve Wealth Partners
New Jersey
$230K +$219K 1 0.05% New
2912
HMCP
Hook Mill Capital Partners
New York
$230K +$190K 1 0.14% New
2913
TIM
Tortoise Investment Management
New York
$230K +$32.5K 4 0.03% Increased
2914
PA
Probity Advisors
Texas
$229K +$218K 1 0.05% New
2915
CA
Centerpoint Advisors
Massachusetts
$229K -$16K 5 0.09% Reduced
2916
OAM
Origin Asset Management
United Kingdom
$229K +$192K 1 0.09% New
2917
FWM
FFT Wealth Management
Pennsylvania
$228K -$3.16K 1 0.03% Reduced
2918
PBO
Peoples Bank (Ohio)
Ohio
$228K $0 1 0.14% Maintained
2919
SIA
Sage Investment Advisers
New York
$228K $0 1 0.31% Maintained
2920
WCM
Washburn Capital Management
Florida
$228K -$90.5K 1 0.19% Reduced
2921
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$228K +$201K 1 0.07% New
2922
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$228K -$10.9K 1 0.96% Reduced
2923
LIA
LBMC Investment Advisors
Tennessee
$227K $0 1 0.02% Maintained
2924
Alphadyne Asset Management
Alphadyne Asset Management
New York
$227K +$215K 1 0.03% New
2925
DCM
DGS Capital Management
New Jersey
$227K +$195K 1 0.11% New