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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
WC
Whitney & Co
New York
$222K +$221K 1 0.03% New
2902
CIA
Cape Investment Advisory
Georgia
$221K -$31.4K 2 0.13% Reduced
2903
TWA
Tandem Wealth Advisors
Arizona
$220K -$5.86K 1 0.13% Reduced
2904
FFG
Frisch Financial Group
New York
$220K +$1.28K 1 0.09% Increased
2905
SAF
Smith Anglin Financial
Texas
$220K +$5.37K 2 0.03% Increased
2906
PL
Parthenon LLC
Kentucky
$218K $0 1 0.03% Maintained
2907
FA
Fermata Advisors
California
$218K +$229K 1 0.06% New
2908
KLWA
Kelly Lawrence W & Associates
California
$217K $0 2 0.06% Maintained
2909
CCMI
Creative Capital Management Investments
California
$217K +$7.51K 4 0.15% Increased
2910
VAG
VisionPoint Advisory Group
Texas
$215K +$166K 7 0.09% Increased
2911
BOS
Bank of Stockton
California
$215K -$57.4K 1 0.08% Reduced
2912
SWMP
Signature Wealth Management Partners
New Jersey
$215K -$44.6K 1 0.21% Reduced
2913
Merriman Wealth Management
Merriman Wealth Management
Washington
$215K $0 1 0.01% Maintained
2914
NRC
New Republic Capital
North Carolina
$215K -$62.9K 1 0.18% Reduced
2915
RFM
Royal Fund Management
Florida
$214K +$225K 1 0.03% New
2916
AWM
AAF Wealth Management
Massachusetts
$214K $0 1 0.14% Maintained
2917
CQS
Credential Qtrade Securities
$213K -$2.4M 2 0.01% Reduced
2918
GA
Greenspring Advisors
Maryland
$213K $0 1 0.07% Maintained
2919
ACG
Allen Capital Group
Nebraska
$213K +$3.29K 1 0.04% Increased
2920
AIA
Allied Investment Advisors
Montana
$213K $0 1 0.06% Maintained
2921
LGWM
Litman Gregory Wealth Management
California
$212K +$223K 1 0.02% New
2922
SFP
Sandbox Financial Partners
Maryland
$212K -$24.5K 1 0.11% Reduced
2923
FNA
First National Advisers
Nebraska
$212K +$219K 1 0.09% New
2924
GB
Goepper Burkhardt
South Carolina
$211K +$209K 1 0.13% New
2925
HFW
Horizon Family Wealth
Illinois
$211K +$209K 1 0.2% New