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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
2976
AWA
ARQ Wealth Advisors
Arizona
$378K -$363K 1 0.05% Reduced
2977
MIA
MMBG Investment Advisors
Florida
$377K -$376K 1 0.03% Reduced
2978
PWM
Palumbo Wealth Management
New York
$377K -$366K 1 0.08% Reduced
2979
AWM
Accel Wealth Management
Iowa
$375K -$209K 1 0.08% Reduced
2980
CCAL
City Center Advisors LLC
Michigan
$375K +$295K 1 0.3% New
2981
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$374K -$87.7K 3 0.02% Reduced
2982
Congress Asset Management
Congress Asset Management
Massachusetts
$373K -$5.25M 1 0% Reduced
2983
MWM
Mindset Wealth Management
Indiana
$373K -$342K 1 0.07% Reduced
2984
PAMG
Patton Albertson Miller Group
Tennessee
$372K -$21.2K 1 0.04% Reduced
2985
TBC
Ted Buchan & Co
California
$372K $0 1 0.12% Maintained
2986
SMCM
Sky-Mountain Capital Management
Idaho
$371K $0 1 0.27% Maintained
2987
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$371K -$1.73M 1 0% Reduced
2988
BOS
Bank of Stockton
California
$370K -$333K 1 0.1% Reduced
2989
SFP
Sterling Financial Planning
New Jersey
$369K $0 1 0.1% Maintained
2990
UBG
United Bank (Georgia)
Georgia
$368K -$1.28M 1 0.11% Reduced
2991
PFG
Putney Financial Group
California
$367K $0 1 0.33% Maintained
2992
TIA
Traphagen Investment Advisors
New Jersey
$367K -$399K 1 0.03% Reduced
2993
GAMA
Graticule Asia Macro Advisors
New York
$366K +$325K 3 0.03% New
2994
SVCP
Silicon Valley Capital Partners
California
$365K -$56.5K 4 0.03% Reduced
2995
AIA
Affinity Investment Advisors
California
$363K -$285K 1 0.18% Reduced
2996
HWA
HHM Wealth Advisors
Tennessee
$363K -$241K 4 0.04% Reduced
2997
EP
Essential Planning
New Hampshire
$362K -$400K 1 0.1% Reduced
2998
PWA
Primoris Wealth Advisors
Florida
$362K -$138K 1 0.17% Reduced
2999
LWM
Liberty Wealth Management
California
$361K $0 1 0.05% Maintained
3000
KTC
Kentucky Trust Company
Kentucky
$361K -$35.5K 3 0.17% Reduced