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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
3276
WF
Wayfinding Financial
Washington
$273K +$267K 1 0.15% New
3277
FFG
Fiduciary Financial Group
California
$273K -$316K 1 0.06% Reduced
3278
PM
Penbrook Management
New York
$273K -$40K 1 0.19% Reduced
3279
SG
Somerset Group
Minnesota
$273K $0 1 0.25% Maintained
3280
GC
Guidance Capital
Kentucky
$272K +$3.96K 1 0.08% Increased
3281
AR
Apeiron RIA
Texas
$272K $0 1 0.08% Maintained
3282
SAW
Signal Advisors Wealth
Michigan
$271K -$526K 1 0.03% Reduced
3283
LIWM
Long Island Wealth Management
New York
$271K $0 1 0.17% Maintained
3284
MA
Maxele Advisors
Missouri
$271K +$265K 1 0.26% New
3285
RFP
RCS Financial Planning
Maryland
$271K $0 1 0.14% Maintained
3286
SSW
Stone Summit Wealth
Florida
$271K $0 1 0.09% Maintained
3287
AWA
Adapt Wealth Advisors
Georgia
$270K -$19.8K 1 0.13% Reduced
3288
SAF
Smith Anglin Financial
Texas
$270K +$5.63K 2 0.03% Increased
3289
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$270K -$67.9K 2 0.31% Reduced
3290
BWM
BCS Wealth Management
Tennessee
$269K +$264K 1 0.07% New
3291
WC
Whitney & Co
New York
$269K $0 1 0.03% Maintained
3292
AAA
American Alpha Advisors
New York
$269K -$21.7K 1 0.24% Reduced
3293
MSWM
McGlone Suttner Wealth Management
Wisconsin
$268K -$259K 1 0.04% Reduced
3294
PHIC
Pine Haven Investment Counsel
Massachusetts
$268K -$57.6K 1 0.22% Reduced
3295
HAS
Horizon Advisory Services
New York
$267K $0 1 0.15% Maintained
3296
FA
Faithward Advisors
Pennsylvania
$267K -$127K 1 0.05% Reduced
3297
NFG
Northeast Financial Group
Pennsylvania
$265K +$45.3K 1 0.1% Increased
3298
MTC
Matrix Trust Company
Colorado
$264K +$246K 2 0.05% Increased
3299
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$263K +$289K 1 0.01% New
3300
PCM
Penn Capital Management
Pennsylvania
$263K +$304K 1 0.03% New