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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
SAF
Smith Anglin Financial
Texas
$239K +$188 2 0.02% Increased
3077
Merriman Wealth Management
Merriman Wealth Management
Washington
$239K $0 1 0.01% Maintained
3078
CCMI
Creative Capital Management Investments
California
$238K $0 4 0.12% Maintained
3079
KF
KKM Financial
Illinois
$238K $0 1 0.12% Maintained
3080
EAM
Empirical Asset Management
Massachusetts
$237K +$791K 1 0.11% New
3081
HCM
Hollencrest Capital Management
California
$237K -$211K 6 0.01% Reduced
3082
TW
Traveka Wealth
California
$236K +$28.2K 1 0.11% Increased
3083
CL
CIM LLC
New York
$236K $0 1 0.04% Maintained
3084
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$235K -$43K 1 0.01% Reduced
3085
AWM
AAF Wealth Management
Massachusetts
$235K -$2.45K 1 0.13% Reduced
3086
LF
LifeSteps Financial
California
$235K +$223K 3 0.18% New
3087
GC
Guidance Capital
Kentucky
$235K -$80.6K 1 0.09% Reduced
3088
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$234K +$14.1K 1 0.03% Increased
3089
WW
Waterfront Wealth
Kansas
$234K $0 1 0.07% Maintained
3090
HA
HFG Advisors
Ohio
$234K -$19.2K 1 0.21% Reduced
3091
WC
Whitney & Co
New York
$233K $0 1 0.03% Maintained
3092
MFG
Menard Financial Group
Texas
$233K +$213K 1 0.2% New
3093
NRC
New Republic Capital
North Carolina
$233K +$10.9K 1 0.15% Increased
3094
SPWG
Sage Private Wealth Group
Illinois
$233K +$207K 1 0.19% New
3095
TF
Trek Financial
Arizona
$232K +$25.8K 1 0.02% Increased
3096
CIA
Cape Investment Advisory
Georgia
$232K -$3.77K 2 0.11% Reduced
3097
JEST
JTC Employer Solutions Trustee
Jersey
$232K $0 1 0.01% Maintained
3098
UID
Union Investments & Development
Israel
$232K $0 1 1.05% Maintained
3099
S
Sachetta
Massachusetts
$231K $0 11 0.11% Maintained
3100
CHA
Cooper/Haims Advisors
New York
$231K +$188 1 0.13% Increased