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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
3401
PL
Parthenon LLC
Kentucky
$244K -$14.9K 1 0.03% Reduced
3402
CAG
Curtis Advisory Group
California
$244K +$245K 1 0.05% New
3403
SG
Somerset Group
Minnesota
$244K -$11.5K 1 0.18% Reduced
3404
LWM
LeConte Wealth Management
Tennessee
$244K +$234K 1 0.16% New
3405
GAM
Gould Asset Management
California
$243K -$67.7K 1 0.04% Reduced
3406
WI
Wedgewood Investors
Pennsylvania
$243K -$14.9K 1 0.28% Reduced
3407
TIP
Torray Investment Partners
Maryland
$243K -$14.9K 1 0.03% Reduced
3408
GCA
Genesee Capital Advisors
New York
$242K $0 1 0.1% Maintained
3409
CAC
Core Alternative Capital
Georgia
$241K -$11.1K 2 0.07% Reduced
3410
SBF
Sara-Bay Financial
Florida
$241K -$40.5K 1 0.07% Reduced
3411
WA
WPG Advisers
Maryland
$241K +$19.8K 12 0.18% Increased
3412
BPAMU
BTG Pactual Asset Management US
New York
$241K +$231K 1 0.02% New
3413
MFWP
Mosaic Family Wealth Partners
Missouri
$241K -$414 1 0.03% Reduced
3414
VWA
VSM Wealth Advisory
Maryland
$240K -$185K 3 0.07% Reduced
3415
NCM
Noesis Capital Mangement
Florida
$240K -$7.83K 1 0.03% Reduced
3416
ESBC
E.S. Barr & Co
Kentucky
$240K $0 1 0.01% Maintained
3417
EV
EJMK Ventures
Illinois
$239K +$240K 1 0.15% New
3418
NWA
New World Advisors
Massachusetts
$239K +$20K 1 0.04% Increased
3419
NFC
Northstar Financial Companies
Pennsylvania
$239K -$8.17K 1 0.19% Reduced
3420
WG
Warner Group
Connecticut
$238K +$250K 1 0.15% New
3421
GC
Guidance Capital
Kentucky
$237K -$12.7K 1 0.06% Reduced
3422
CAC
Certified Advisory Corp
Florida
$237K $0 1 0.02% Maintained
3423
GC
Gilbert & Cook
Iowa
$237K -$28.4K 1 0.03% Reduced
3424
NC
NewSquare Capital
Pennsylvania
$237K +$237K 1 0.02% New
3425
HFP
Holistic Financial Partners
Indiana
$236K -$79.9K 1 0.09% Reduced