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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
3151
RSVP
Ramsay Stattman Vela & Price
Colorado
$211K +$192K 1 0.04% New
3152
CA
Claris Advisors
Missouri
$210K +$192K 1 0.12% New
3153
TF
Trek Financial
Arizona
$210K -$40.4K 1 0.02% Reduced
3154
AC
Annandale Capital
Texas
$210K $0 1 0.04% Maintained
3155
CAM
Claret Asset Management
Quebec, Canada
$210K +$161K 1 0.04% New
3156
DAM
Doheny Asset Management
California
$210K +$191K 1 0.21% New
3157
IWA
IVC Wealth Advisors
Pennsylvania
$210K -$518K 1 0.13% Reduced
3158
MJRIC
Mogy Joel R Investment Counsel
California
$210K +$191K 1 0.02% New
3159
SIA
Sage Investment Advisers
New York
$210K -$19.1K 1 0.25% Reduced
3160
POIA
Pin Oak Investment Advisors
Texas
$208K $0 2 0.21% Maintained
3161
VV
Verity & Verity
South Carolina
$207K +$186K 1 0.02% New
3162
VAS
Valicenti Advisory Services
New York
$207K -$1.56M 1 0.06% Reduced
3163
LSIA
LaSalle St. Investment Advisors
Illinois
$207K +$189K 1 0.14% New
3164
FPF
First Pacific Financial
Washington
$205K -$1.38K 3 0.06% Reduced
3165
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
$205K +$187K 1 0.24% New
3166
LAS
LWM Advisory Services
Florida
$205K +$184K 1 0.18% New
3167
SWM
Seaside Wealth Management
California
$205K +$187K 1 0.09% New
3168
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$204K +$186K 1 0.15% New
3169
HPM
Hoxton Planning & Management
West Virginia
$204K +$186K 1 0.11% New
3170
VFP
Verus Financial Partners
Virginia
$204K -$24.5K 1 0.03% Reduced
3171
FOA
Five Oceans Advisors
California
$204K +$188K 1 0.11% New
3172
NEPPG
New England Professional Planning Group
Rhode Island
$204K +$180K 1 0.12% New
3173
SPWG
Syntegra Private Wealth Group
Missouri
$204K +$186K 1 0.03% New
3174
VCG
Vantage Consulting Group
Virginia
$202K +$184K 1 0.14% New
3175
OCM
Osterweis Capital Management
California
$201K $0 2 0.01% Maintained