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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
AIA
Allied Investment Advisors
Montana
$306K $0 1 0.05% Maintained
3202
FWM
Forza Wealth Management
Florida
$306K -$15.2K 1 0.13% Reduced
3203
Krane Funds Advisors
Krane Funds Advisors
New York
$306K +$265K 1 0.01% New
3204
SPWG
Syntegra Private Wealth Group
Missouri
$306K +$53.6K 1 0.03% Increased
3205
Aristeia Capital
Aristeia Capital
Connecticut
$305K -$134K 1 0.01% Reduced
3206
NO
Ninety One
South Africa
$305K -$235K 1 0.05% Reduced
3207
PFWA
Paces Ferry Wealth Advisors
Georgia
$305K -$24.5K 1 0.14% Reduced
3208
YCG
Yeomans Consulting Group
Georgia
$304K +$268K 1 0.13% New
3209
HCA
Heck Capital Advisors
Wisconsin
$304K +$29.4K 1 0.03% Increased
3210
CCM
Charter Capital Management
Wisconsin
$303K +$264K 1 0.18% New
3211
MJRIC
Mogy Joel R Investment Counsel
California
$303K $0 1 0.02% Maintained
3212
EAM
Empirical Asset Management
Massachusetts
$302K -$5.06K 1 0.09% Reduced
3213
RF
Roxbury Financial
New Jersey
$302K +$2.32K 2 0.29% Increased
3214
PCM
Princeton Capital Management
New Jersey
$301K $0 1 0.09% Maintained
3215
FTIA
Four Tree Island Advisory
New Hampshire
$301K $0 1 0.21% Maintained
3216
SIC
Shoker Investment Counsel
Ohio
$300K +$1.42K 1 0.09% Increased
3217
LOPW
Live Oak Private Wealth
North Carolina
$299K -$1.21K 1 0.04% Reduced
3218
EW
Element Wealth
Mississippi
$299K -$51.6K 1 0.14% Reduced
3219
AIM
AMI Investment Management
Indiana
$299K $0 1 0.08% Maintained
3220
DSN
D. Scott Neal
Kentucky
$299K $0 1 0.15% Maintained
3221
AIA
Arbor Investment Advisors
North Carolina
$299K -$2.63K 1 0.04% Reduced
3222
ME
McIlrath & Eck
Washington
$299K -$78.7K 9 0.03% Reduced
3223
HI
Human Investing
Oregon
$298K $0 1 0.05% Maintained
3224
SAW
Signal Advisors Wealth
Michigan
$298K +$65.2K 1 0.02% Increased
3225
SN
Sittner & Nelson
Oregon
$297K +$20.4K 2 0.12% Increased