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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
GAM
Garrison Asset Management
Arkansas
$243K $0 1 0.12% Maintained
3152
AIS
American Investment Services
Massachusetts
$243K $0 1 0.04% Maintained
3153
EPW
Evergreen Private Wealth
Colorado
$243K +$137K 2 0.11% Increased
3154
EWA
Elevate Wealth Advisory
Georgia
$242K +$210K 1 0.18% New
3155
PA
Promethium Advisors
Maryland
$241K +$209K 1 0.17% New
3156
SRC
Stone Run Capital
New York
$241K +$209K 1 0.09% New
3157
GCA
Genesee Capital Advisors
New York
$241K -$14.9K 1 0.12% Reduced
3158
BSHC
Breed's Hill Capital
Massachusetts
$241K -$59K 1 0.2% Reduced
3159
FAG
Fortitude Advisory Group
Washington
$240K -$13.6K 1 0.15% Reduced
3160
TFA
TPG Financial Advisors
Oregon
$240K -$20.8K 1 0.11% Reduced
3161
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$240K +$37.2K 1 0.06% Increased
3162
CHA
Cooper/Haims Advisors
New York
$240K $0 1 0.13% Maintained
3163
KF
KKM Financial
Illinois
$239K $0 1 0.12% Maintained
3164
SWG
Summit Wealth Group
Vermont
$239K $0 1 0.07% Maintained
3165
YWM
Yoder Wealth Management
California
$239K $0 1 0.14% Maintained
3166
ES
Eagle Strategies
New York
$238K -$49.8K 1 0.04% Reduced
3167
NPA
Nichols & Pratt Advisers
Massachusetts
$237K +$205K 1 0.02% New
3168
MFP
Meridian Financial Partners
Virginia
$237K $0 1 0.12% Maintained
3169
ECAM
East Coast Asset Management
Massachusetts
$237K +$205K 1 0.08% New
3170
EWM
Elevatus Welath Management
New York
$236K +$6.79K 1 0.08% Increased
3171
TW
Traveka Wealth
California
$236K +$7.76K 1 0.12% Increased
3172
4WM
49 Wealth Management
Texas
$235K +$234K 1 0.04% New
3173
SWM
SK Wealth Management
Rhode Island
$235K +$211K 1 0.12% New
3174
HA
HFG Advisors
Ohio
$235K $0 1 0.21% Maintained
3175
GG
GenWealth Group
New Jersey
$235K -$7.37K 1 0.05% Reduced