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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
KLWA
Kelly Lawrence W & Associates
California
$169K +$111K 1 0.03% Increased
3002
FNBOSM
First National Bank of South Miami
Florida
$168K -$64.2K 2 0.1% Reduced
3003
Sculptor Capital
Sculptor Capital
New York
$168K -$6.57K 1 0% Reduced
3004
LWA
Lenox Wealth Advisors
New York
$165K +$9.15K 7 0.02% Increased
3005
BIA
Bell Investment Advisors
California
$164K +$2.55K 11 0.04% Increased
3006
RWM
Raffa Wealth Management
District of Columbia
$164K -$3.47K 7 0.05% Reduced
3007
MIM
Meridiem Investment Management
United Kingdom
$163K $0 2 0% Maintained
3008
SPWG
Sage Private Wealth Group
Illinois
$160K $0 3 0.2% Maintained
3009
Sageworth Trust
Sageworth Trust
Pennsylvania
$158K -$451K 6 0.01% Reduced
3010
GFPC
Global Financial Private Client
Florida
$158K $0 3 0.08% Maintained
3011
CAM
Costello Asset Management
Pennsylvania
$153K -$9.45K 1 0.09% Reduced
3012
GCM
Gladius Capital Management
Illinois
$148K +$144K 1 0.01% New
3013
PP
PrairieView Partners
Minnesota
$148K +$13.7K 2 0.02% Increased
3014
PCM
Potomac Capital Management
New York
$147K +$162K 1 0.13% New
3015
TLFA
True Link Financial Advisors
California
$147K -$30.2K 2 0.02% Reduced
3016
RTC
Riverview Trust Company
Washington
$146K $0 3 0.09% Maintained
3017
MIHAS
Maj Invest Holding A/S
Denmark
$145K $0 1 0% Maintained
3018
SIS
Sound Income Strategies
Florida
$144K +$5.67K 5 0.02% Increased
3019
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$143K $0 1 0.06% Maintained
3020
IFA
Interactive Financial Advisors
Illinois
$142K +$146K 1 0.05% New
3021
TSWM
Tyler-Stone Wealth Management
Ohio
$142K +$145K 2 0.08% New
3022
GPFA
Game Plan Financial Advisors
Ohio
$139K +$98.9K 1 0.07% New
3023
KFS
Kelly Financial Services
Massachusetts
$138K +$2.02K 4 0.06% Increased
3024
CPFP
Clear Perspectives Financial Planning
Ohio
$136K $0 2 0.06% Maintained
3025
ODG
O'Dell Group
Ohio
$132K +$13.7K 3 0.04% Increased