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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
OP
ORG Partners
Indiana
$214K -$1.01M 4 0.41% Reduced
3152
ATI
ARK & TLK Investments
Oklahoma
$214K $0 1 0.08% Maintained
3153
CIAS
CBIZ Investment Advisory Services
Ohio
$213K +$203K 2 0.01% New
3154
FP
Foundry Partners
Minnesota
$213K +$185K 1 0.01% New
3155
PWM
Paulson Wealth Management
Illinois
$213K +$195K 1 0.06% New
3156
FPCG
Forum Private Client Group
Indiana
$213K +$192K 1 0.1% New
3157
IAG
Investment Advisory Group
Massachusetts
$213K -$13K 1 0.09% Reduced
3158
FC
Financial Council
Maryland
$213K $0 1 0.13% Maintained
3159
SWA
SOA Wealth Advisors
New York
$212K $0 4 0.04% Maintained
3160
PP
PrairieView Partners
Minnesota
$212K $0 2 0.02% Maintained
3161
RIM
Reliant Investment Management
Tennessee
$211K -$14.9K 1 0.1% Reduced
3162
LSA
Lansing Street Advisors
Pennsylvania
$211K +$205K 1 0.09% New
3163
HC
Hourglass Capital
Texas
$211K $0 1 0.06% Maintained
3164
FWM
FSA Wealth Management
Massachusetts
$211K $0 4 0.09% Maintained
3165
EL
EWA LLC
Pennsylvania
$209K +$180K 1 0.09% New
3166
CCP
Carmel Capital Partners
California
$209K +$204K 1 0.09% New
3167
RWM
Revisor Wealth Management
Ohio
$209K -$21.2K 1 0.09% Reduced
3168
EGA
E&G Advisors
Texas
$209K +$203K 1 0.07% New
3169
MC
Middleton & Co
Massachusetts
$209K -$9.98K 1 0.02% Reduced
3170
HPM
Hoxton Planning & Management
West Virginia
$209K +$8.47K 1 0.1% Increased
3171
MSCM
McElhenny Sheffield Capital Management
Texas
$208K +$565 1 0.07% Increased
3172
OFS
OMC Financial Services
New York
$208K +$203K 1 0.11% New
3173
PCM
Presidio Capital Management
California
$208K +$202K 1 0.15% New
3174
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$208K +$201K 1 0.01% New
3175
SAM
SignalPoint Asset Management
Missouri
$207K -$11.9K 1 0.06% Reduced