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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
3026
ST
Somerset Trust
Pennsylvania
$259K +$35.2K 1 0.11% Increased
3027
PP
Pacifica Partners
Canada
$258K +$2.08K 4 0.11% Increased
3028
CWM
Concentric Wealth Management
California
$258K -$175K 1 0.07% Reduced
3029
YWM
Yoder Wealth Management
California
$258K -$11.9K 1 0.17% Reduced
3030
AIA
AIMZ Investment Advisors
California
$258K $0 1 0.1% Maintained
3031
One Capital Management
One Capital Management
California
$257K +$3.95K 1 0.01% Increased
3032
SCM
Stonebridge Capital Management
California
$257K $0 1 0.11% Maintained
3033
WF
Wayfinding Financial
Washington
$257K -$43.3K 1 0.15% Reduced
3034
AWA
Adapt Wealth Advisors
Georgia
$257K +$250K 1 0.18% New
3035
PL
Parthenon LLC
Kentucky
$257K $0 1 0.03% Maintained
3036
KC
Kepos Capital
New York
$256K -$5.96M 1 0.07% Reduced
3037
VV
Verity & Verity
South Carolina
$255K $0 1 0.03% Maintained
3038
Aristeia Capital
Aristeia Capital
Connecticut
$254K +$226K 1 0.01% New
3039
SCM
Saxony Capital Management
Missouri
$252K -$17.5K 1 0.3% Reduced
3040
FWM
Foguth Wealth Management
Michigan
$252K +$225K 1 0.14% New
3041
LAS
LWM Advisory Services
Florida
$252K $0 1 0.2% Maintained
3042
KFS
Kaizen Financial Strategies
California
$252K +$1.51K 1 0.17% Increased
3043
SIC
Samalin Investment Counsel
New York
$252K -$77.2K 1 0.12% Reduced
3044
PBO
Peoples Bank (Ohio)
Ohio
$250K +$23K 1 0.14% Increased
3045
HCM
Highlander Capital Management
New Jersey
$250K $0 2 0.09% Maintained
3046
HFS
Howard Financial Services
Texas
$250K -$73.4K 1 0.04% Reduced
3047
ACM
Avalon Capital Management
California
$249K $0 1 0.1% Maintained
3048
HCA
Heck Capital Advisors
Wisconsin
$249K +$2.82K 1 0.04% Increased
3049
Index Fund Advisors
Index Fund Advisors
California
$249K +$565 1 0.01% Increased
3050
OWA
Octavia Wealth Advisors
Ohio
$248K -$64.8K 1 0.04% Reduced