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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
3226
WBC
West Branch Capital
Massachusetts
$148K -$41.6K 3 0.06% Reduced
3227
AA
AlphaMark Advisors
Kentucky
$147K +$9.46K 3 0.05% Increased
3228
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$146K -$270 2 0% Reduced
3229
VIA
Virtus Investment Advisers
Connecticut
$143K +$70.2K 1 0.1% Increased
3230
PCMC
Planning Capital Management Corporation
Pennsylvania
$139K -$15.1K 6 0.1% Reduced
3231
MIM
Macroview Investment Management
Maryland
$137K +$6.25K 6 0.15% Increased
3232
CPA
Clear Point Advisors
New York
$137K +$753 3 0.11% Increased
3233
CG
Cutler Group
California
$136K -$1.42M 1 0.04% Reduced
3234
WFG
Wormser Freres Gestion
France
$135K +$33.4K 1 0.09% Increased
3235
CMAI
Capital Management Associates Inc
Minnesota
$135K -$127K 1 0.1% Reduced
3236
RA
Rational Advisors
New York
$129K -$23.7K 1 0.01% Reduced
3237
FIA
FNY Investment Advisers
New York
$129K +$115K 3 0.08% Increased
3238
CTWM
Cherry Tree Wealth Management
Minnesota
$129K $0 3 0.03% Maintained
3239
MSG
Main Street Group
Virginia
$129K +$2.72K 4 0.06% Increased
3240
NCTC
New Covenant Trust Company
Indiana
$120K +$112K 5 0.12% New
3241
MAWCM
Mine & Arao Wealth Creation & Management
California
$119K +$524 3 0.06% Increased
3242
MAM
Marquette Asset Management
Minnesota
$117K $0 1 0.02% Maintained
3243
SVCP
Silicon Valley Capital Partners
California
$117K -$4.32K 3 0.02% Reduced
3244
CSWM
Cassady Schiller Wealth Management
Ohio
$116K -$96.1K 2 0.05% Reduced
3245
CAM
Chesapeake Asset Management
New York
$115K -$362K 2 0.11% Reduced
3246
MIM
Meridiem Investment Management
United Kingdom
$115K $0 1 0% Maintained
3247
MLA
MB, Levis & Associates
Pennsylvania
$113K +$565 1 0.06% Increased
3248
DPW
DiNuzzo Private Wealth
Pennsylvania
$112K +$74 14 0.02% Increased
3249
EPW
Evergreen Private Wealth
Colorado
$111K -$2.1M 1 0.06% Reduced
3250
AWM
Abound Wealth Management
Tennessee
$106K +$27.3K 8 0.04% Increased