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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
3451
CA
Capital Advantage
California
$226K +$56 1 0.03% Increased
3452
BWM
BNB Wealth Management
Maryland
$226K +$227K 1 0.15% New
3453
CFSG
Community Financial Services Group
Vermont
$225K -$29K 1 0.04% Reduced
3454
PP
Postrock Partners
Oregon
$225K $0 1 0.1% Maintained
3455
LWM
Lakeridge Wealth Management
Ohio
$225K -$3.13K 1 0.1% Reduced
3456
PFW
Petros Family Wealth
Minnesota
$224K -$552K 1 0.15% Reduced
3457
JCM
Jacobsen Capital Management
Utah
$224K -$221K 1 0.07% Reduced
3458
NPFS
Novak & Powell Financial Services
Florida
$224K -$13.7K 1 0.12% Reduced
3459
QOP
Quinn Opportunity Partners
Virginia
$224K +$137K 2 0.01% Increased
3460
KA
Kooman & Associates
Pennsylvania
$223K -$1.24K 1 0.07% Reduced
3461
SRC
Sage Rhino Capital
California
$223K -$9.98K 1 0.04% Reduced
3462
TA
Townsend & Associates
Colorado
$222K $0 1 0.02% Maintained
3463
DCBT
Dakota Community Bank & Trust
North Dakota
$222K -$108K 1 0.76% Reduced
3464
ACA
American Capital Advisory
Idaho
$222K -$6.83K 5 0.1% Reduced
3465
AFC
AFT Forsyth & Company
Florida
$222K +$31K 1 0.1% Increased
3466
EAM
Empirical Asset Management
Massachusetts
$222K -$31.7K 1 0.06% Reduced
3467
MF
Montis Financial
Massachusetts
$222K +$13.8K 1 0.04% Increased
3468
CIAS
CBIZ Investment Advisory Services
Ohio
$221K +$42.7K 8 0.01% Increased
3469
NFA
Northwest Financial Advisors
Virginia
$221K -$7.62K 1 0.45% Reduced
3470
EWM
Elevatus Welath Management
New York
$221K -$16.8K 1 0.06% Reduced
3471
AF
Atala Financial
California
$221K -$28.2K 1 0.14% Reduced
3472
I
INVST
Indiana
$221K $0 1 0.02% Maintained
3473
BBA
Braun-Bostich & Associates
Pennsylvania
$221K +$414 1 0.14% Increased
3474
PCMNC
Piedmont Capital Management (North Carolina)
North Carolina
$220K +$221K 1 0.14% New
3475
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$219K +$220K 1 0.02% New