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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
3476
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$130K -$480K 2 0.4% Reduced
3477
LWM
Lodestone Wealth Management
Washington
$130K -$119K 5 0.05% Reduced
3478
SHIM
Stone House Investment Management
Pennsylvania
$128K -$91.8K 8 0.02% Reduced
3479
FA
Fountainhead AM
New Jersey
$123K -$46.6K 1 0.09% Reduced
3480
OCM
Orchard Capital Management
Illinois
$123K $0 1 0.12% Maintained
3481
DF
Downshift Financial
Colorado
$120K +$116K 6 0.05% New
3482
TCM
Triumph Capital Management
Colorado
$118K -$57.8K 8 0.02% Reduced
3483
HHGA
Halbert Hargrove Global Advisors
California
$118K -$70.4K 6 0.01% Reduced
3484
M1FG
Mach-1 Financial Group
Arkansas
$118K -$131K 1 0.05% Reduced
3485
HCA
Heck Capital Advisors
Wisconsin
$116K -$175K 1 0.01% Reduced
3486
JC
JBF Capital
Colorado
$116K $0 1 0.02% Maintained
3487
MWPCG
Measured Wealth Private Client Group
New Hampshire
$113K -$54.7K 4 0.03% Reduced
3488
BFS
Bare Financial Services
Pennsylvania
$112K +$46.2K 12 0.03% Increased
3489
STB
S&T Bank
Pennsylvania
$110K -$13.2K 4 0.03% Reduced
3490
MFT
Moisand Fitzgerald Tamayo
Florida
$110K -$23.5K 2 0.01% Reduced
3491
EF
Entrust Financial
Pennsylvania
$110K -$30.3K 5 0.07% Reduced
3492
AWM
Activest Wealth Management
Florida
$110K -$125K 9 0.02% Reduced
3493
USB
Union Savings Bank
Connecticut
$109K -$809K 3 0.04% Reduced
3494
MWM
Mascoma Wealth Management
New Hampshire
$109K -$41.9K 5 0.02% Reduced
3495
Optiver Holding
Optiver Holding
Netherlands
$107K -$442K 8 0% Reduced
3496
BAM
Bellevue Asset Management
Washington
$106K +$1.05K 2 0.05% Increased
3497
SWA
Strategic Wealth Advisors
Arizona
$106K +$7.36K 2 0.09% Increased
3498
OC
Oakmont Corp
California
$104K $0 1 0.02% Maintained
3499
PWA
Principia Wealth Advisory
Texas
$103K +$45.7K 7 0.05% Increased
3500
MWM
Mosley Wealth Management
California
$103K +$58.3K 6 0.03% Increased