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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
CCM
Crew Capital Management
Ohio
$229K +$223K 1 0.19% New
3102
TW
Trajan Wealth
Arizona
$228K +$209K 1 0.02% New
3103
HAS
Horizon Advisory Services
New York
$228K +$222K 1 0.11% New
3104
SMH
Sanders Morris Harris
Texas
$228K +$206K 1 0.04% New
3105
FVWA
Foster Victor Wealth Advisors
South Carolina
$227K +$1.88K 1 0.02% Increased
3106
EWM
Elevatus Welath Management
New York
$225K +$565 1 0.09% Increased
3107
WA
Wealth Architects
California
$225K -$11.3K 1 0.03% Reduced
3108
SHWM
Smith & Howard Wealth Management
Georgia
$225K +$204K 1 0.07% New
3109
I
INVST
Indiana
$225K +$202K 1 0.03% New
3110
AR
Apeiron RIA
Texas
$225K -$28.3K 1 0.07% Reduced
3111
SDJVC
St. Denis J. Villere & Co
Louisiana
$224K $0 1 0.02% Maintained
3112
GIM
Guild Investment Management
California
$224K +$218K 1 0.29% New
3113
AEPWM
Atlantic Edge Private Wealth Management
Florida
$224K $0 2 0.08% Maintained
3114
BSHC
Breed's Hill Capital
Massachusetts
$223K +$562 1 0.21% Increased
3115
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$223K $0 2 0.16% Maintained
3116
CAM
Crestone Asset Management
Colorado
$222K -$92K 1 0.04% Reduced
3117
TA
Townsend & Associates
Colorado
$221K +$281 1 0.03% Increased
3118
WLIM
White Lighthouse Investment Management
Massachusetts
$221K $0 1 0.04% Maintained
3119
KIA
KLR Investment Advisors
Rhode Island
$221K -$385K 1 0.16% Reduced
3120
CFA
Capstone Financial Advisors
Illinois
$221K +$1.13K 1 0.01% Increased
3121
NFP
Narus Financial Partners
Utah
$220K +$196K 1 0.09% New
3122
GL
Gerber LLC
Ohio
$220K +$191K 1 0.18% New
3123
NCM
Next Capital Management
New York
$220K +$5.65K 1 0.09% Increased
3124
LWM
Lakeridge Wealth Management
Ohio
$220K +$565 1 0.14% Increased
3125
AFG
ABLE Financial Group
Arizona
$219K -$29K 1 0.09% Reduced