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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
3326
FDDB
Fidelity D&D Bancorp
Pennsylvania
$250K -$398K 1 0.17% Reduced
3327
TWM
Triton Wealth Management
Arizona
$250K -$11.1K 1 0.13% Reduced
3328
BTWM
Baker Tilly Wealth Management
Wisconsin
$249K -$2.38K 1 0.1% Reduced
3329
Granahan Investment Management
Granahan Investment Management
Massachusetts
$249K -$2.83M 1 0.01% Reduced
3330
LSA
Lansing Street Advisors
Pennsylvania
$249K +$8.55K 1 0.09% Increased
3331
Merriman Wealth Management
Merriman Wealth Management
Washington
$249K -$17.3K 1 0.01% Reduced
3332
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$249K $0 2 0.16% Maintained
3333
SNPAM
St. Nicholas Private Asset Management
Florida
$248K +$243K 1 0.22% New
3334
MSA
Marathon Strategic Advisors
Pennsylvania
$248K -$13.9K 1 0.27% Reduced
3335
ACA
American Capital Advisory
Idaho
$247K -$321 4 0.14% Reduced
3336
IF
Integrity Financial
Wyoming
$247K +$242K 1 0.14% New
3337
AIS
American Investment Services
Massachusetts
$247K $0 1 0.04% Maintained
3338
SDJVC
St. Denis J. Villere & Co
Louisiana
$247K $0 1 0.02% Maintained
3339
LWM
Lakeridge Wealth Management
Ohio
$246K +$1.04K 1 0.13% Increased
3340
HDA
Harold Davidson & Associates
California
$246K +$271K 1 0.12% New
3341
CST
Charles Schwab Trust
Nevada
$245K +$240K 1 0.02% New
3342
NA
Nottingham Advisors
New York
$245K -$38.9K 1 0.03% Reduced
3343
PBO
Peoples Bank (Ohio)
Ohio
$245K -$38.8K 1 0.14% Reduced
3344
AWM
AAF Wealth Management
Massachusetts
$245K $0 1 0.12% Maintained
3345
PCM
PenderFund Capital Management
British Columbia, Canada
$245K +$6.88K 1 0.05% Increased
3346
FWM
Foguth Wealth Management
Michigan
$243K -$17.2K 1 0.06% Reduced
3347
CIAS
CFS Investment Advisory Services
New Jersey
$243K +$238K 1 0.02% New
3348
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$242K +$4.17K 1 0.06% Increased
3349
VIA
Virtus Investment Advisers
Connecticut
$242K $0 1 0.19% Maintained
3350
CA
Claris Advisors
Missouri
$241K -$59.9K 1 0.09% Reduced