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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
EWM
Elevatus Welath Management
New York
$204K +$15.4K 1 0.18% Increased
2952
PPW
Parcion Private Wealth
Washington
$204K +$204K 1 0.02% New
2953
PBO
Peoples Bank (Ohio)
Ohio
$204K +$732 1 0.13% Increased
2954
RWP
Revolve Wealth Partners
New Jersey
$203K -$1.65K 1 0.05% Reduced
2955
FWM
FFT Wealth Management
Pennsylvania
$203K $0 1 0.03% Maintained
2956
SIA
Sage Investment Advisers
New York
$203K $0 1 0.28% Maintained
2957
AFG
ABLE Financial Group
Arizona
$202K -$95.5K 1 0.1% Reduced
2958
KC
Kepos Capital
New York
$202K -$7.59K 1 0.04% Reduced
2959
TIM
Tortoise Investment Management
New York
$202K -$726 4 0.03% Reduced
2960
RIM
Reliant Investment Management
Tennessee
$200K -$4.09M 1 0.12% Reduced
2961
CSWM
Cassady Schiller Wealth Management
Ohio
$199K +$4.94K 2 0.11% Increased
2962
BSC
Brown Shipley & Co
United Kingdom
$198K -$11K 1 0.11% Reduced
2963
PP
Pacifica Partners
Canada
$198K +$194K 4 0.11% Increased
2964
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$193K +$200K 7 0.1% New
2965
ME
McIlrath & Eck
Washington
$190K -$14.5K 8 0.04% Reduced
2966
UFF
USA Financial Formulas
Michigan
$190K +$191K 6 0.28% Increased
2967
RFA
Resurgent Financial Advisors
Georgia
$189K -$183 2 0.13% Reduced
2968
TC
Trust Company
Kansas
$186K -$47.4K 1 0.03% Reduced
2969
FPF
First Pacific Financial
Washington
$186K +$202K 2 0.08% Increased
2970
KFP
KB Financial Partners
New Jersey
$183K -$15K 3 0.05% Reduced
2971
POIA
Pin Oak Investment Advisors
Texas
$183K +$22K 2 0.21% Increased
2972
OCM
Osterweis Capital Management
California
$180K $0 2 0.01% Maintained
2973
HWA
HHM Wealth Advisors
Tennessee
$178K +$14.8K 3 0.03% Increased
2974
UID
Union Investments & Development
Israel
$178K $0 1 0.1% Maintained
2975
MFG
Mendota Financial Group
Wisconsin
$176K -$4.26K 4 0.18% Reduced