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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
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$367K $0 1 0.03% Maintained
3052
TI
tru Independence
Oregon
$367K +$855 1 0.1% Increased
3053
PWA
Portus Wealth Advisors
North Carolina
$366K +$386K 1 0.37% New
3054
IAG Wealth Partners
IAG Wealth Partners
Wisconsin
$366K +$1.4K 2 0.04% Increased
3055
AR
Apeiron RIA
Texas
$366K $0 1 0.08% Maintained
3056
CGN Advisors
CGN Advisors
Kansas
$366K +$2.92K 1 0.03% Increased
3057
TPW
TL Private Wealth
Texas
$366K $0 1 0.15% Maintained
3058
PW
PUREfi Wealth
Massachusetts
$365K -$43K 1 0.28% Reduced
3059
Charles Schwab Trust
Charles Schwab Trust
Nevada
$363K -$11.1K 1 0.02% Reduced
3060
DWS
Dynamic Wealth Strategies
California
$362K +$7.73K 2 0.24% Increased
3061
CFO
Collective Family Office
Pennsylvania
$361K -$17.5K 1 0.09% Reduced
3062
CRI
Colonial River Investments
Virginia
$361K +$7.37K 1 0.13% Increased
3063
FPW
Flywheel Private Wealth
California
$361K $0 1 0.28% Maintained
3064
AMIM
Aull & Monroe Investment Management
Alabama
$360K -$10.2K 1 0.18% Reduced
3065
SA
Sicart Associates
New York
$359K $0 1 0.1% Maintained
3066
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$359K +$8.15K 1 0.06% Increased
3067
ZEGA Investments
ZEGA Investments
Florida
$359K -$1.36M 1 0.05% Reduced
3068
EA
Everpar Advisors
Oklahoma
$359K -$493K 1 0.14% Reduced
3069
Waverton Investment Management
Waverton Investment Management
United Kingdom
$358K $0 1 0% Maintained
3070
Verity & Verity
Verity & Verity
South Carolina
$358K $0 1 0.03% Maintained
3071
BL
Bleichroeder LP
New York
$358K $0 1 0.07% Maintained
3072
St Louis Trust
St Louis Trust
Missouri
$358K $0 1 0.04% Maintained
3073
KPF
K2 Principal Fund
Ontario, Canada
$358K +$368K 1 0.03% New
3074
Greenspring Advisors
Greenspring Advisors
Maryland
$358K +$362K 1 0.06% New
3075
BFA
Beacon Financial Advisory
Ohio
$358K +$118K 1 0.08% Increased