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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
CI
Cordant Inc
Oregon
$43K +$43.9K 13 0.03% New
3002
WPWM
Western Pacific Wealth Management
Illinois
$43K +$3.89K 2 0.03% Increased
3003
GPFA
Game Plan Financial Advisors
Ohio
$42K -$2.67K 1 0.03% Reduced
3004
SC
Seldon Capital
California
$42K $0 2 0.02% Maintained
3005
MW
Milestone Wealth
New York
$40K $0 1 0.03% Maintained
3006
AW
Avion Wealth
Texas
$39K $0 1 0.01% Maintained
3007
DWA
Delos Wealth Advisors
Texas
$39K -$47.7K 2 0.04% Reduced
3008
FCG
Financial Connections Group
California
$37K $0 2 0.04% Maintained
3009
NIMC
Nierenberg Investment Management Company
Washington
$37K +$42.7K 1 0.03% New
3010
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$37K -$8.74M 1 0% Reduced
3011
PWC
PYA Waltman Capital
Tennessee
$36K $0 1 0.02% Maintained
3012
RDIA
RE Dickinson Investment Advisors
Iowa
$36K +$9.99K 2 0.02% Increased
3013
SFG
Steward Financial Group
Texas
$36K +$31.3K 4 0.03% Increased
3014
FQ
First Quadrant
California
$35K -$1.78M 1 0.19% Reduced
3015
CM
Cornerstone Management
Georgia
$34.7K +$34.8K 1 0.01% New
3016
CMA
Cedar Mountain Advisors
Oregon
$34K $0 3 0.01% Maintained
3017
HGWM
Harvest Group Wealth Management
Massachusetts
$32K $0 1 0.02% Maintained
3018
FCMT
Founders Capital Management (Texas)
Texas
$31K $0 1 0.02% Maintained
3019
PA
PSI Advisors
Florida
$31K $0 3 0.01% Maintained
3020
BA
Bivin & Associates
Oklahoma
$30K -$3K 1 0.03% Reduced
3021
POIA
Pin Oak Investment Advisors
Texas
$30K -$27.4K 2 0.03% Reduced
3022
RBC
Roble Belko & Company
Pennsylvania
$29K +$19.1K 2 0.01% Increased
3023
RCM
Raleigh Capital Management
North Carolina
$28K +$26.4K 2 0.02% Increased
3024
BDWM
Brewin Dolphin Wealth Management
Ireland
$26K +$11.9K 2 0% Increased
3025
EA
Evolution Advisers
Virginia
$25K +$185 1 0.02% Increased