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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
HFW
Horizon Family Wealth
Illinois
$318K -$350K 1 0.19% Reduced
3177
CCM
Carderock Capital Management
Maryland
$318K +$49K 2 0.08% Increased
3178
TWM
TriaGen Wealth Management
California
$318K -$204K 1 0.1% Reduced
3179
QCIG
Quad-Cities Investment Group
Iowa
$318K +$202 1 0.14% Increased
3180
TWD
True Wealth Design
Ohio
$316K -$3.04K 16 0.11% Reduced
3181
JIR
James Investment Research
Ohio
$316K +$291K 1 0.04% New
3182
SL
Sentry LLC
Tennessee
$315K -$6.79K 1 0.06% Reduced
3183
NFA
Northwest Financial Advisors
Virginia
$315K +$882 1 0.44% Increased
3184
SBF
Sara-Bay Financial
Florida
$315K -$87K 1 0.11% Reduced
3185
CWG
Crown Wealth Group
North Carolina
$315K -$8.3K 1 0.12% Reduced
3186
CCMI
Creative Capital Management Investments
California
$314K $0 4 0.11% Maintained
3187
MPMG
Minneapolis Portfolio Management Group
Minnesota
$314K $0 1 0.04% Maintained
3188
OCM
Osterweis Capital Management
California
$314K +$115K 2 0.02% Increased
3189
LGG
Luts & Greenleigh Group
Maryland
$314K +$3.44K 1 0.3% Increased
3190
CA
Capital Advantage
California
$313K +$136 1 0.05% Increased
3191
NCM
Next Capital Management
New York
$313K +$13K 1 0.12% Increased
3192
OIS
Okabena Investment Services
Minnesota
$311K +$286K 1 0.07% New
3193
CAC
Core Alternative Capital
Georgia
$310K +$107K 4 0.08% Increased
3194
SPWM
Spartan Planning & Wealth Management
North Carolina
$309K +$285K 1 0.26% New
3195
FP
Fiduciary Planning
Florida
$309K $0 1 0.1% Maintained
3196
RIM
Reliant Investment Management
Tennessee
$309K -$405 1 0.13% Reduced
3197
MHWM
Montz Harcus Wealth Management
Louisiana
$308K +$202 1 0.15% Increased
3198
EWS
Eagle Wealth Strategies
New Jersey
$307K -$12.8K 1 0.17% Reduced
3199
PP
Pingora Partners
Wyoming
$307K -$17.8K 2 0.23% Reduced
3200
CFSG
Community Financial Services Group
Vermont
$306K -$109K 1 0.06% Reduced