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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
WA
Wealth Architects
California
$242K -$63.1K 1 0.03% Reduced
3052
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$242K -$547K 1 0.01% Reduced
3053
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$241K -$3.25M 1 0.01% Reduced
3054
DA
Denali Advisors
California
$240K -$406K 2 0.07% Reduced
3055
LFG
Lockerman Financial Group
California
$240K +$215K 1 0.55% New
3056
CIA
Cape Investment Advisory
Georgia
$239K -$5.11K 2 0.12% Reduced
3057
KLWA
Kelly Lawrence W & Associates
California
$238K -$7.57K 2 0.06% Reduced
3058
GG
GenWealth Group
New Jersey
$238K $0 1 0.07% Maintained
3059
EWA
Encompass Wealth Advisors
Oregon
$236K $0 1 0.07% Maintained
3060
CCMI
Creative Capital Management Investments
California
$236K $0 4 0.14% Maintained
3061
APW
Austin Private Wealth
Texas
$236K $0 1 0.03% Maintained
3062
MCM
Mengis Capital Management
Oregon
$236K $0 1 0.04% Maintained
3063
CHA
Cooper/Haims Advisors
New York
$236K +$2.34K 1 0.13% Increased
3064
PWG
Portside Wealth Group
Utah
$235K -$236K 1 0.04% Reduced
3065
ACM
AUA Capital Management
Pennsylvania
$235K $0 1 0.15% Maintained
3066
LWM
Liberty Wealth Management
California
$235K -$12.7K 1 0.05% Reduced
3067
EPA
Element Pointe Advisors
Florida
$234K +$213K 1 0.06% New
3068
NFSG
Newbridge Financial Services Group
Florida
$234K +$40.1K 5 0.11% Increased
3069
AWA
Aaron Wealth Advisors
Illinois
$233K +$213K 1 0.04% New
3070
BP
BBR Partners
New York
$233K +$213K 1 0.02% New
3071
TWM
Triton Wealth Management
Arizona
$233K +$9.7K 1 0.15% Increased
3072
JEST
JTC Employer Solutions Trustee
Jersey
$232K $0 1 0.02% Maintained
3073
FVWA
Foster Victor Wealth Advisors
South Carolina
$232K +$1.44K 1 0.02% Increased
3074
PBO
Peoples Bank (Ohio)
Ohio
$232K $0 1 0.14% Maintained
3075
RIM
Reliant Investment Management
Tennessee
$231K +$3.24K 1 0.12% Increased