← All themes

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
3026
PFA
Pathway Financial Advisers
Indiana
$78K +$80.3K 3 0.03% New
3027
IWP
IAG Wealth Partners
Wisconsin
$76.9K +$69.4K 3 0.02% Increased
3028
PPWM
PFG Private Wealth Management
Florida
$73K -$172K 1 0.05% Reduced
3029
NIMI
Natixis Investment Managers International
France
$70.3K -$5.31K 1 0.01% Reduced
3030
CFA
CWS Financial Advisors
Michigan
$70K +$69.1K 1 0.03% New
3031
RA
Rise Advisors
New York
$65.5K -$23K 4 0.05% Reduced
3032
DFA
DHJJ Financial Advisors
Illinois
$65K +$67.8K 6 0.03% New
3033
CWM
CarsonAllaria Wealth Management
Illinois
$64.7K -$1.1K 3 0.05% Reduced
3034
KC
Knuff & Co
California
$61.7K +$4.13K 2 0.02% Increased
3035
AWM
Abound Wealth Management
Tennessee
$59.9K -$5.5K 6 0.03% Reduced
3036
LFA
Level Financial Advisors
New York
$59.4K $0 2 0.03% Maintained
3037
FFA
Fairfield Financial Advisors
Massachusetts
$58.6K +$183 2 0.02% Increased
3038
PA
PSI Advisors
Florida
$58.1K +$15.9K 4 0.03% Increased
3039
ASBI
American State Bank (Iowa)
Iowa
$55.4K $0 1 0.04% Maintained
3040
CWM
Cranbrook Wealth Management
Michigan
$53.6K $0 1 0.02% Maintained
3041
SFA
Semmax Financial Advisors
North Carolina
$53.4K +$56.4K 2 0.02% New
3042
CMA
Cedar Mountain Advisors
Oregon
$49.9K -$1.79K 3 0.01% Reduced
3043
TWP
TFO Wealth Partners
Ohio
$49.4K +$22.7K 6 0.01% Increased
3044
SIC
SJS Investment Consulting
Ohio
$49.3K +$15.3K 14 0.01% Increased
3045
BAM
Byrne Asset Management
New Jersey
$49K -$8.89K 3 0.04% Reduced
3046
AW
Avion Wealth
Texas
$48K -$5.04K 6 0.01% Reduced
3047
PHAM
Portland Hill Asset Management
United Kingdom
$48K $0 1 0.12% Maintained
3048
GC
Gould Capital
Washington
$45K $0 2 0.04% Maintained
3049
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$45K -$20.6K 1 0% Reduced
3050
RWM
Ruedi Wealth Management
Illinois
$44.8K $0 1 0.03% Maintained