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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
2951
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$200K +$190K 1 0.05% New
2952
AIS
American Investment Services
Massachusetts
$200K +$191K 1 0.04% New
2953
FWP
Falcon Wealth Planning
California
$200K +$189K 1 0.06% New
2954
TA
TruWealth Advisors
Louisiana
$200K +$189K 1 0.02% New
2955
TIM
Tortoise Investment Management
New York
$191K -$8.44K 5 0.03% Reduced
2956
Readystate Asset Management
Readystate Asset Management
Illinois
$190K +$192K 1 0.05% New
2957
AA
AlphaMark Advisors
Kentucky
$189K -$55.4K 3 0.09% Reduced
2958
CSWM
Cassady Schiller Wealth Management
Ohio
$187K +$180K 2 0.12% New
2959
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$186K +$10.8K 4 0.11% Increased
2960
HWA
HHM Wealth Advisors
Tennessee
$186K +$2.35K 4 0.04% Increased
2961
GCM
Gladius Capital Management
Illinois
$184K +$90.9K 2 0.01% Increased
2962
MFG
Mendota Financial Group
Wisconsin
$184K +$177K 4 0.23% New
2963
TC
Tacita Capital
Ontario, Canada
$183K $0 1 0.14% Maintained
2964
KI
Kapitalo Investimentos
Brazil
$180K +$174K 2 0.14% New
2965
6CM
683 Capital Management
New York
$180K +$147K 1 0.02% New
2966
TC
Trust Company
Kansas
$173K -$68K 1 0.03% Reduced
2967
VIA
Virtus Investment Advisers
Connecticut
$170K $0 1 0.11% Maintained
2968
Truepoint Inc
Truepoint Inc
Ohio
$169K -$119K 1 0.01% Reduced
2969
SC
Stephens Consulting
Michigan
$167K -$7.26K 3 0.11% Reduced
2970
T
TOBAM
France
$165K +$148K 3 0.01% Increased
2971
TCWA
Ten Capital Wealth Advisors
Washington
$161K -$24.7K 4 0.06% Reduced
2972
TF
TimeScale Financial
Massachusetts
$157K $0 4 0.05% Maintained
2973
ANBT
American National Bank & Trust
Texas
$154K +$17.5K 6 0.03% Increased
2974
FNBOSM
First National Bank of South Miami
Florida
$154K $0 2 0.12% Maintained
2975
ME
McIlrath & Eck
Washington
$154K -$28.7K 7 0.04% Reduced