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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
DAM
Doheny Asset Management
California
$207K +$197K 1 0.18% New
2977
LSIA
LaSalle St. Investment Advisors
Illinois
$207K -$45.5K 1 0.09% Reduced
2978
AW
Alaethes Wealth
Nevada
$206K -$1.09M 1 0.11% Reduced
2979
MSA
Marino Stram & Associates
Massachusetts
$206K +$195K 1 0.06% New
2980
TA
TruWealth Advisors
Louisiana
$206K +$195K 1 0.02% New
2981
WC
Waterloo Capital
Texas
$205K +$177K 1 0.06% New
2982
SA
Syntax Advisors
New York
$205K -$12.8K 1 0.17% Reduced
2983
VCG
Vantage Consulting Group
Virginia
$205K -$12.8K 1 0.12% Reduced
2984
KI
Kapitalo Investimentos
Brazil
$203K -$113K 2 0.04% Reduced
2985
BMWM
Brown Miller Wealth Management
Virginia
$203K +$192K 1 0.11% New
2986
HIC
Hartline Investment Corp
Illinois
$202K +$188K 1 0.03% New
2987
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$202K +$192K 1 0.14% New
2988
CWM
Cedar Wealth Management
California
$202K +$71.3K 3 0.08% Increased
2989
GA
Greenspring Advisors
Maryland
$201K +$186K 1 0.06% New
2990
MFG
Mendota Financial Group
Wisconsin
$201K +$115K 4 0.23% Increased
2991
IWN
Independent Wealth Network
Iowa
$200K +$177K 1 0.12% New
2992
SWM
Seaside Wealth Management
California
$200K +$190K 1 0.1% New
2993
UID
Union Investments & Development
Israel
$196K $0 1 0.1% Maintained
2994
CSWM
Cassady Schiller Wealth Management
Ohio
$196K +$2.9K 2 0.11% Increased
2995
OCM
Osterweis Capital Management
California
$196K +$129K 2 0.01% Increased
2996
MWM
Mascoma Wealth Management
New Hampshire
$194K -$89.5K 4 0.06% Reduced
2997
AA
AlphaMark Advisors
Kentucky
$187K $0 3 0.09% Maintained
2998
HWA
HHM Wealth Advisors
Tennessee
$185K -$19K 3 0.03% Reduced
2999
RFA
Resurgent Financial Advisors
Georgia
$183K +$10.9K 2 0.12% Increased
3000
POIA
Pin Oak Investment Advisors
Texas
$183K +$66.1K 2 0.2% Increased