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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
3251
GVCM
Global View Capital Management
Wisconsin
$251K +$254K 1 0.09% New
3252
AIS
American Investment Services
Massachusetts
$251K $0 1 0.04% Maintained
3253
HAS
Horizon Advisory Services
New York
$251K $0 1 0.14% Maintained
3254
AEPWM
Atlantic Edge Private Wealth Management
Florida
$251K +$9.57K 3 0.08% Increased
3255
MF
Montis Financial
Massachusetts
$250K -$9.9K 1 0.07% Reduced
3256
WCG
Weaver Consulting Group
California
$250K -$16.2K 1 0.08% Reduced
3257
PGIM
Pacific Global Investment Management
California
$250K -$962K 1 0.35% Reduced
3258
WC
Whitney & Co
New York
$250K $0 1 0.03% Maintained
3259
BIP Wealth
BIP Wealth
Georgia
$249K -$239K 1 0.02% Reduced
3260
HCA
Heck Capital Advisors
Wisconsin
$248K -$953K 1 0.03% Reduced
3261
NVCHI
New Vernon Capital Holdings II
New Jersey
$248K +$260K 1 0.13% New
3262
OPCM
Osborne Partners Capital Management
California
$248K -$614K 1 0.01% Reduced
3263
S
SharpePoint
Arizona
$247K -$18.1K 1 0.22% Reduced
3264
WA
WPG Advisers
Maryland
$247K -$25.8K 12 0.23% Reduced
3265
FPW
Fairvoy Private Wealth
Alabama
$247K +$1.62K 1 0.07% Increased
3266
VWA
VSM Wealth Advisory
Maryland
$246K +$236K 2 0.09% Increased
3267
CIAM
Caitong International Asset Management
Hong Kong
$246K -$449K 13 0.18% Reduced
3268
IHWM
Iron Horse Wealth Management
Iowa
$245K +$99.7K 4 0.08% Increased
3269
KF
KKM Financial
Illinois
$245K $0 1 0.1% Maintained
3270
RWM
Revisor Wealth Management
Ohio
$245K +$248K 1 0.11% New
3271
MHC
May Hill Capital
Massachusetts
$245K -$291K 1 0.09% Reduced
3272
AWM
AAF Wealth Management
Massachusetts
$245K +$15.2K 1 0.13% Increased
3273
MW
Members Wealth
Pennsylvania
$244K +$3.85K 1 0.18% Increased
3274
SW
SkyOak Wealth
Michigan
$244K +$39.3K 1 0.05% Increased
3275
PM
Penbrook Management
New York
$243K -$2.63K 1 0.18% Reduced