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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
3376
AA
Addison Advisors
Vermont
$210K -$883K 5 0.1% Reduced
3377
VC
Vicus Capital
Pennsylvania
$209K -$195K 1 0.01% Reduced
3378
OA
Operose Advisors
Wisconsin
$209K -$114K 3 0.04% Reduced
3379
GL
Gerber LLC
Ohio
$209K +$202K 1 0.1% New
3380
SSA
Shepherd Street Advisors
California
$208K -$183K 1 0.18% Reduced
3381
PRS
Pinkerton Retirement Specialists
Idaho
$208K -$39.8K 1 0.02% Reduced
3382
SLA
Silver Lake Advisory
Utah
$208K +$185K 1 0.07% New
3383
GSC
Ground Swell Capital
South Carolina
$207K +$241K 1 0.22% New
3384
FL
FreeGulliver LLC
Louisiana
$207K -$17.2K 1 0.07% Reduced
3385
HPIA
Hamilton Point Investment Advisors
North Carolina
$207K -$207K 1 0.03% Reduced
3386
CPC
CFC Planning Company
Indiana
$207K +$163K 1 0.12% New
3387
AIP
Almanack Investment Partners
Pennsylvania
$207K +$197K 1 0.03% New
3388
ALA
Atlas Legacy Advisors
California
$206K -$153K 1 0.03% Reduced
3389
RWM
Riverbend Wealth Management
South Carolina
$206K -$150K 1 0.1% Reduced
3390
BAM
Burkett Asset Management
$206K +$196K 1 0.19% New
3391
NCTC
New Covenant Trust Company
Indiana
$206K +$196K 1 0.16% New
3392
SEP
Southland Equity Partners
Missouri
$206K -$42.2K 1 0.04% Reduced
3393
CPG
Cornerstone Planning Group
New Jersey
$206K -$55K 10 0.03% Reduced
3394
GWS
Greykasell Wealth Strategies
California
$206K -$263K 3 0.07% Reduced
3395
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$206K -$203K 1 0.01% Reduced
3396
OIS
Okabena Investment Services
Minnesota
$205K -$205K 1 0.04% Reduced
3397
TA
Tactive Advisors
Florida
$205K +$195K 1 0.05% New
3398
KCPG
Kavar Capital Partners Group
Kansas
$205K -$197K 1 0.03% Reduced
3399
SIA
Spectrum Investment Advisors
Wisconsin
$204K +$204K 1 0.08% New
3400
OPCM
Osborne Partners Capital Management
California
$204K +$182K 1 0.01% New