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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
3051
FFG
Fortem Financial Group
California
$330K -$2.41M 1 0.07% Reduced
3052
HB
Horizon Bancorp
Indiana
$330K -$33K 2 0.15% Reduced
3053
WPWM
Western Pacific Wealth Management
Illinois
$329K $0 1 0.3% Maintained
3054
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$329K +$935 1 0.05% Increased
3055
DG
DMC Group
Alabama
$328K -$395K 1 0.22% Reduced
3056
AIFAIM
American Institute for Advanced Investment Management
Arizona
$327K -$299K 1 0.19% Reduced
3057
MIM
Montgomery Investment Management
Maryland
$325K -$324K 1 0.1% Reduced
3058
BCM
Boreal Capital Management
Florida
$324K +$45.5K 3 0.24% Increased
3059
MAM
Mystic Asset Management
Rhode Island
$324K -$2.43M 1 0.07% Reduced
3060
SWRP
Summit Wealth & Retirement Planning
California
$323K -$63.1K 1 0.07% Reduced
3061
NFG
Northbridge Financial Group
Florida
$323K -$255K 1 0.12% Reduced
3062
FPB
First PREMIER Bank
South Dakota
$323K $0 2 0.05% Maintained
3063
PCA
Prosperity Capital Advisors
Ohio
$322K -$368K 1 0.02% Reduced
3064
TWM
Topsail Wealth Management
North Carolina
$321K -$279K 1 0.04% Reduced
3065
FA
FDx Advisors
Illinois
$321K -$89.7K 1 0.1% Reduced
3066
BFG
Birch Financial Group
New Hampshire
$321K -$319K 1 0.16% Reduced
3067
SWM
Sagace Wealth Management
Florida
$319K -$45.8K 1 0.2% Reduced
3068
RFS
Richardson Financial Services
Massachusetts
$319K -$619K 2 0.18% Reduced
3069
NB
Northwest Bancshares
Pennsylvania
$318K -$779K 1 0.06% Reduced
3070
PB
Prosperity Bancshares
Texas
$318K +$17.9K 5 0.21% Increased
3071
KPWG
KFA Private Wealth Group
Virginia
$318K -$479K 1 0.08% Reduced
3072
SR
Swiss Re
Switzerland
$315K +$215K 2 0.03% Increased
3073
LWM
Langley Wealth Management
Mississippi
$315K +$314K 1 0.31% New
3074
MFG
MTM Financial Group
Pennsylvania
$314K -$23.4K 1 0.13% Reduced
3075
RCM
RB Capital Management
Nevada
$314K -$309K 1 0.06% Reduced