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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
3201
NPF
Norris Perne & French
Michigan
$263K -$244K 1 0.01% Reduced
3202
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$263K -$234K 1 0.03% Reduced
3203
MAMU
Myriad Asset Management US
Florida
$263K +$263K 1 0.36% New
3204
MF
Montis Financial
Massachusetts
$263K +$65 1 0.05% Increased
3205
Truepoint Inc
Truepoint Inc
Ohio
$262K $0 1 0.01% Maintained
3206
CCA
Corps Capital Advisors
Texas
$261K +$252K 1 0.21% New
3207
AWC
Abundance Wealth Counselors
Pennsylvania
$261K -$234K 1 0.02% Reduced
3208
PNFS
PW Nova Financial Services
Pennsylvania
$260K -$447K 1 0.06% Reduced
3209
MA
MW Advisory
Georgia
$259K +$247K 1 0.1% New
3210
KWM
KFG Wealth Management
Indiana
$259K +$9.6K 1 0.03% Increased
3211
HIS
Horizon Investment Services
Indiana
$259K $0 1 0.07% Maintained
3212
AWM
Avaii Wealth Management
Wisconsin
$258K $0 1 0.08% Maintained
3213
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$257K -$257K 1 0% Reduced
3214
FGA
Fortis Group Advisors
New Jersey
$257K +$198K 4 0.04% Increased
3215
SWA
ShankerValleau Wealth Advisors
Illinois
$257K $0 1 0.07% Maintained
3216
CWA
Crusonia Wealth Advisors
Colorado
$256K -$272K 1 0.04% Reduced
3217
CFM
Compass Financial Management
Florida
$256K +$241K 5 0.03% New
3218
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$256K +$23.2K 1 0.01% Increased
3219
IP
Investment Partners
Ohio
$256K -$238K 1 0.08% Reduced
3220
CWIG
Chung Wu Investment Group
Texas
$256K -$248K 2 0.17% Reduced
3221
DF
Dunhill Financial
United Kingdom
$255K -$22.1K 11 0.05% Reduced
3222
PWM
Prentice Wealth Management
New York
$255K -$255K 1 0.05% Reduced
3223
WRCM
Western Reserve Capital Management
Ohio
$254K $0 1 0.19% Maintained
3224
VIP
Viewpoint Investment Partners
Alberta, Canada
$254K +$245K 1 0.09% New
3225
LRIA
Leonard Rickey Investment Advisors
Washington
$254K +$20.8K 1 0.04% Increased