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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
SC
Scholtz & Company
Connecticut
$280K +$279K 1 0.13% New
3052
PCM
Palouse Capital Management
Washington
$279K $0 2 0.18% Maintained
3053
MPMG
Minneapolis Portfolio Management Group
Minnesota
$279K $0 1 0.04% Maintained
3054
EWS
Eagle Wealth Strategies
New Jersey
$279K -$1.94K 1 0.2% Reduced
3055
KPF
K2 Principal Fund
Ontario, Canada
$278K -$2M 1 0.04% Reduced
3056
TAM
Taurus Asset Management
New York
$278K +$14.5K 1 0.03% Increased
3057
KA
Kozak & Associates
Colorado
$278K -$70.7K 1 0.07% Reduced
3058
SWMP
Signature Wealth Management Partners
New Jersey
$278K $0 1 0.2% Maintained
3059
PS
Planned Solutions
California
$277K +$265K 6 0.11% New
3060
LGG
Luts & Greenleigh Group
Maryland
$277K +$194 1 0.27% Increased
3061
ACG
Allen Capital Group
Nebraska
$277K -$72.5K 1 0.03% Reduced
3062
WFAG
Worth Financial Advisory Group
North Carolina
$276K -$2.72K 1 0.16% Reduced
3063
AWP
Abacus Wealth Partners
California
$275K +$238K 1 0.04% New
3064
CWG
Crown Wealth Group
North Carolina
$275K -$582 1 0.12% Reduced
3065
ST
Somerset Trust
Pennsylvania
$275K -$970 1 0.1% Reduced
3066
MSA
Marathon Strategic Advisors
Pennsylvania
$274K -$16K 1 0.29% Reduced
3067
RIM
Reliant Investment Management
Tennessee
$274K +$61.7K 1 0.13% Increased
3068
PPWM
PFG Private Wealth Management
Florida
$273K -$1.73K 1 0.16% Reduced
3069
HFS
Howard Financial Services
Texas
$272K +$22.1K 1 0.04% Increased
3070
FP
Fiduciary Planning
Florida
$272K $0 1 0.09% Maintained
3071
KC
Kepos Capital
New York
$271K -$26.9K 2 0.12% Reduced
3072
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$270K +$23.1K 1 0.03% Increased
3073
MJRIC
Mogy Joel R Investment Counsel
California
$269K $0 1 0.02% Maintained
3074
GC
Guidance Capital
Kentucky
$268K $0 1 0.08% Maintained
3075
LPAM
Lodestar Private Asset Management
California
$268K -$5.24K 1 0.03% Reduced