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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
3101
DIM
Delta Investment Management
California
$302K +$49.1K 1 0.05% Increased
3102
GWM
Graybill Wealth Management
Illinois
$302K -$301K 1 0.08% Reduced
3103
DC
Dorval Corp
Minnesota
$302K -$301K 1 0.09% Reduced
3104
VPW
Vaquero Private Wealth
Texas
$301K +$296K 2 0.06% New
3105
SFG
Seamount Financial Group
Colorado
$301K -$305K 1 0.12% Reduced
3106
FC
Fairscale Capital
New Hampshire
$300K -$9.37K 5 0.18% Reduced
3107
JEST
JTC Employer Solutions Trustee
Jersey
$300K +$523 1 0.02% Increased
3108
CIA
Cape Investment Advisory
Georgia
$300K +$286K 7 0.08% New
3109
KOC
Koss-Olinger Consulting
Florida
$300K $0 1 0.02% Maintained
3110
MFS
Madrona Financial Services
Washington
$299K +$266K 1 0.06% New
3111
GWM
Greenline Wealth Management
Florida
$299K +$40.2K 1 0.25% Increased
3112
VCP
Vista Capital Partners
Oregon
$298K +$3.76K 1 0.03% Increased
3113
S4W
Solutions 4 Wealth
Texas
$298K $0 1 0.38% Maintained
3114
SFS
Stiles Financial Services
Minnesota
$298K -$357K 1 0.07% Reduced
3115
CA
Crumly & Associates
Illinois
$298K -$279K 1 0.06% Reduced
3116
AIA
Allied Investment Advisors
Montana
$297K $0 1 0.04% Maintained
3117
GSWM
Greenup Street Wealth Management
Michigan
$297K -$308K 1 0.04% Reduced
3118
HWP
Highline Wealth Partners
California
$297K +$108K 7 0.06% Increased
3119
SWA
SOA Wealth Advisors
New York
$297K +$4.66M 4 0.05% Increased
3120
BC
Barrett & Company
Rhode Island
$297K -$129K 2 0.08% Reduced
3121
EIP
Ellis Investment Partners
Pennsylvania
$297K -$297K 1 0.05% Reduced
3122
VFG
Victory Financial Group
Texas
$297K +$32.7K 1 0.03% Increased
3123
RPWA
Regent Peak Wealth Advisors
Georgia
$296K -$683K 1 0.05% Reduced
3124
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$296K -$159K 1 0% Reduced
3125
S
Sunpointe
Missouri
$295K -$322K 1 0.08% Reduced