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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
3176
VFP
Verus Financial Partners
Virginia
$207K +$188 1 0.02% Increased
3177
BOS
Bank of Stockton
California
$207K -$11.9K 1 0.06% Reduced
3178
TC
Trust Company
Kansas
$207K $0 1 0.03% Maintained
3179
GLLW
Graves Light Lenhart Wealth
Virginia
$207K $0 1 0.02% Maintained
3180
BWM
Buska Wealth Management
Wisconsin
$206K +$192K 1 0.09% New
3181
ACM
AUA Capital Management
Pennsylvania
$206K -$23.5K 1 0.12% Reduced
3182
CA
Claris Advisors
Missouri
$206K $0 1 0.1% Maintained
3183
ICA
Infrastructure Capital Advisors
New York
$205K -$1.05M 1 0.03% Reduced
3184
SIA
Sage Investment Advisers
New York
$205K $0 1 0.24% Maintained
3185
LSIA
LaSalle St. Investment Advisors
Illinois
$205K $0 1 0.12% Maintained
3186
ICP
Interchange Capital Partners
Pennsylvania
$205K +$169K 1 0.14% New
3187
KLWA
Kelly Lawrence W & Associates
California
$205K -$28.1K 2 0.05% Reduced
3188
AIS
American Investment Services
Massachusetts
$204K +$182K 1 0.04% New
3189
SPWG
Syntegra Private Wealth Group
Missouri
$204K +$5.08K 1 0.03% Increased
3190
LOAMU
Lombard Odier Asset Management (USA)
New York
$204K -$790K 1 0% Reduced
3191
POIA
Pin Oak Investment Advisors
Texas
$204K $0 2 0.2% Maintained
3192
HAC
Harbor Advisory Corp
New Hampshire
$203K -$63.6K 1 0.07% Reduced
3193
PPWM
PFG Private Wealth Management
Florida
$202K +$37.4K 1 0.13% Increased
3194
OL
Optas LLC
Texas
$202K +$180K 1 0.06% New
3195
SWM
Seaside Wealth Management
California
$201K +$1.13K 1 0.09% Increased
3196
OWMIAS
One Wealth Management Investment & Advisory Services
Florida
$201K +$196K 1 0.08% New
3197
SWMP
Signature Wealth Management Partners
New Jersey
$201K +$194K 1 0.16% New
3198
EFI
EHP Funds Inc
Canada
$200K +$183K 1 0.08% New
3199
AF
Apexium Financial
Texas
$200K -$1.39M 1 0.02% Reduced
3200
OCM
Osterweis Capital Management
California
$198K -$377 2 0.01% Reduced