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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
WE
Wealth Effects
Massachusetts
$297K $0 1 0.11% Maintained
3227
1M
1248 Management
Missouri
$296K $0 2 0.11% Maintained
3228
SFG
Sunburst Financial Group
Alabama
$296K -$25.2K 1 0.07% Reduced
3229
JEST
JTC Employer Solutions Trustee
Jersey
$296K +$475 1 0.03% Increased
3230
KFS
Kaizen Financial Strategies
California
$296K +$3.04K 1 0.15% Increased
3231
HVIA
Hudson Valley Investment Advisors
New York
$295K $0 1 0.03% Maintained
3232
WAM
Wilsey Asset Management
California
$295K -$24.3K 1 0.05% Reduced
3233
LWM
Lionshead Wealth Management
New York
$295K +$3.85K 1 0.27% Increased
3234
PAW
Plan A Wealth
Nebraska
$294K $0 1 0.17% Maintained
3235
MSA
Marathon Strategic Advisors
Pennsylvania
$294K $0 1 0.27% Maintained
3236
BI
Binnacle Investments
Iowa
$293K +$2.06K 5 0.19% Increased
3237
AIA
AIMZ Investment Advisors
California
$292K $0 1 0.1% Maintained
3238
SC
Scholtz & Company
Connecticut
$292K -$22.5K 1 0.13% Reduced
3239
GP
Greenline Partners
New York
$292K -$1.96M 1 0.04% Reduced
3240
AWP
Abacus Wealth Partners
California
$291K +$11.2K 1 0.04% Increased
3241
PL
Parthenon LLC
Kentucky
$291K $0 1 0.03% Maintained
3242
BWA
Bestgate Wealth Advisors
Maryland
$291K $0 1 0.6% Maintained
3243
PAMG
Patton Albertson Miller Group
Tennessee
$291K -$18.2K 1 0.04% Reduced
3244
SCM
Stonebridge Capital Management
California
$291K $0 1 0.11% Maintained
3245
LWM
LeConte Wealth Management
Tennessee
$291K -$140K 1 0.2% Reduced
3246
WI
Wedgewood Investors
Pennsylvania
$290K $0 1 0.33% Maintained
3247
TIP
Torray Investment Partners
Maryland
$290K -$26.9K 1 0.04% Reduced
3248
WDG
Wealth Dimensions Group
Ohio
$290K -$1.21K 1 0.06% Reduced
3249
KCM
Kennondale Capital Management
Virginia
$290K $0 1 0.3% Maintained
3250
GCM
Gallacher Capital Management
Colorado
$289K -$1.43M 1 0.13% Reduced