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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
3076	CAG Curtis Advisory Group Santa Barbara, California	$313K	-$324K	1	0.06%	Reduced
3077	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$312K	-$10.3K	1	0.18%	Reduced
3078	FOA Five Oceans Advisors Santa Monica, California	$312K	-$3.74K	1	0.1%	Reduced
3079	CP Canopy Partners Cincinnati, Ohio	$310K	-$320K	1	0.09%	Reduced
3080	NFA Northwest Financial Advisors Herndon, Virginia	$309K	+$980	1	0.04%	Increased
3081	KA KDT Advisors New York	$309K	-$307K	1	0.43%	Reduced
3082	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$309K	+$46.8K	5	0.07%	Increased
3083	NO Ninety One Cape Town, South Africa	$309K	-$110K	1	0.02%	Reduced
3084	CCM Crew Capital Management Cincinnati, Ohio	$308K	-$246K	1	0.17%	Reduced
3085	LPT Legacy Private Trust Neenah, Wisconsin	$308K	-$307K	1	0.02%	Reduced
3086	MCA MSH Capital Advisors Scottsdale, Arizona	$307K	-$363K	1	0.05%	Reduced
3087	ANBT American National Bank & Trust Wichita Falls, Texas	$306K	+$62.8K	3	0.03%	Increased
3088	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$306K	-$6.08K	1	0.17%	Reduced
3089	II Impact Investors San Francisco, California	$305K	+$26.7K	1	0.22%	Increased
3090	BGAI Bruce G. Allen Investments Denver, Colorado	$305K	-$53.3K	8	0.19%	Reduced
3091	APFP Action Point Financial Planning Grand Rapids, Michigan	$305K	+$289K	13	0.03%	New
3092	PFA Perryman Financial Advisory Dallas, Texas	$305K	-$158K	1	0.04%	Reduced
3093	FCA FLC Capital Advisors Palm Desert, California	$304K	$0	1	0.05%	Maintained
3094	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$304K	+$57.3K	4	0.06%	Increased
3095	PAS PKS Advisory Services Albany, New York	$304K	-$371K	1	0.05%	Reduced
3096	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$304K	-$272K	1	0.04%	Reduced
3097	JPWM Jamison Private Wealth Management Milton, Georgia	$304K	+$327K	1	0.03%	New
3098	APW Allied Private Wealth Boca Raton, Florida	$303K	+$302K	5	0.19%	New
3099	ACM Alessandra Capital Management Torrance, California	$302K	+$49.5K	1	0.21%	Increased
3100	CTC Cetera Trust Company St. Paul, Minnesota	$302K	-$2.43M	4	0.15%	Reduced