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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
3001
HFW
Horizon Family Wealth
Illinois
$360K +$935 1 0.16% Increased
3002
WB
West Bancorporation
Iowa
$360K +$4.68K 1 0.15% Increased
3003
CSI
Cross Staff Investments
New York
$358K -$357K 1 0.2% Reduced
3004
BB
Bell Bank
North Dakota
$358K -$544K 1 0.01% Reduced
3005
SGI
Summit Global Investments
Utah
$357K -$559K 1 0.02% Reduced
3006
CIA
Cladis Investment Advisory
Montana
$357K -$356K 1 0.17% Reduced
3007
WFA
WJ Financial Advisors
Connecticut
$357K -$364K 1 0.26% Reduced
3008
SCM
Saxony Capital Management
Missouri
$356K -$260K 1 0.16% Reduced
3009
FHC
Forest Hill Capital
Arkansas
$356K $0 1 0.27% Maintained
3010
BWM
Bullock Wealth Management
Indiana
$356K -$314K 4 0.15% Reduced
3011
PFWA
Paces Ferry Wealth Advisors
Georgia
$355K -$20.5K 1 0.13% Reduced
3012
CCA
Coign Capital Advisors
Utah
$355K -$378K 1 0.16% Reduced
3013
HFP
Holistic Financial Partners
Indiana
$351K +$5.82K 1 0.21% Increased
3014
BH
Burk Holdings
Oklahoma
$351K +$306K 4 0.13% Increased
3015
MFC
Mechanics Financial Corp
Ohio
$351K -$290K 2 0.13% Reduced
3016
HAS
HBW Advisory Services
California
$349K -$122K 1 0.03% Reduced
3017
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$349K -$208K 3 0.04% Reduced
3018
WMWM
Wilkins Miller Wealth Management
Alabama
$348K $0 1 0.19% Maintained
3019
MWA
Madson Wealth Advisors
California
$348K -$244K 1 0.24% Reduced
3020
PBC
Pavion Blue Capital
California
$346K -$469K 1 0.14% Reduced
3021
MWA
Midland Wealth Advisors
Illinois
$345K -$402K 1 0.02% Reduced
3022
NI
NCP Inc
California
$345K -$244K 2 0.48% Reduced
3023
SWM
Seed Wealth Management
Illinois
$344K $0 1 0.22% Maintained
3024
TLCM
Twin Lakes Capital Management
California
$344K -$421K 1 0.13% Reduced
3025
GBFG
Gerald Baker Financial Group
Texas
$344K -$339K 1 0.1% Reduced