← 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
3051
VC
Vestor Capital
Illinois
$90K -$2.91M 2 0.01% Reduced
3052
FFG
Ford Financial Group
California
$89K +$90.7K 2 0.02% New
3053
T
TOBAM
France
$88K +$37.5K 2 0% Increased
3054
AFS
Annapolis Financial Services
Maryland
$87K -$8.48K 3 0.03% Reduced
3055
AA
AlphaCentric Advisors
Puerto Rico
$80K -$16.9K 1 0.02% Reduced
3056
CP
Capital Planning
Washington
$78K +$95.6K 1 0.03% New
3057
OA
Operose Advisors
Wisconsin
$78K +$80K 2 0.06% New
3058
SAM
Strategic Asset Management
Minnesota
$74K $0 3 0.1% Maintained
3059
CWM
Curi Wealth Management
North Carolina
$73K +$75.6K 3 0.01% New
3060
NR
Newfound Research
Massachusetts
$73K +$74.7K 1 0.09% New
3061
CWM
CarsonAllaria Wealth Management
Illinois
$70K +$70.4K 4 0.06% New
3062
BA
Bellwether Advisors
Nebraska
$69K $0 1 0.02% Maintained
3063
POIA
Pin Oak Investment Advisors
Texas
$66K $0 2 0.07% Maintained
3064
LFA
Level Financial Advisors
New York
$64K +$65.7K 2 0.05% New
3065
ASBI
American State Bank (Iowa)
Iowa
$62.6K $0 1 0.04% Maintained
3066
AWM
Atticus Wealth Management
Florida
$62K +$13.1K 3 0.02% Increased
3067
LFG
Leverty Financial Group
Wisconsin
$61K +$57.2K 1 0.05% New
3068
SFA
Semmax Financial Advisors
North Carolina
$61K -$19.6K 2 0.02% Reduced
3069
AWM
Avondale Wealth Management
Texas
$58K -$145K 2 0.06% Reduced
3070
FEG
Financial Enhancement Group
Indiana
$52K $0 1 0.01% Maintained
3071
NF
Norwood Financial
Pennsylvania
$51K +$50.7K 1 0.07% New
3072
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50K $0 1 0% Maintained
3073
SC
Seldon Capital
California
$50K +$46.2K 2 0.03% New
3074
FPWM
FSB Premier Wealth Management
Iowa
$49K +$50.3K 2 0.02% New
3075
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$47K +$48.7K 1 0.03% New