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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
CCM
Cutler Capital Management
Massachusetts
$190K -$11.8K 1 0.06% Reduced
3477
CIAS
CBIZ Investment Advisory Services
Ohio
$186K +$7.2K 7 0.01% Increased
3478
GA
GoalVest Advisory
New York
$181K -$16.2K 1 0.04% Reduced
3479
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$181K -$6.86K 5 0.1% Reduced
3480
FCT
First Community Trust
Iowa
$178K $0 2 0.14% Maintained
3481
RTC
Riverview Trust Company
Washington
$177K $0 3 0.21% Maintained
3482
PCM
Palouse Capital Management
Washington
$175K -$24.7K 3 0.11% Reduced
3483
KA
Kerrisdale Advisers
Florida
$173K $0 1 0.09% Maintained
3484
UIA
Ulland Investment Advisors
Minnesota
$173K +$5.78K 2 0.13% Increased
3485
OBWP
O'Brien Wealth Partners
Massachusetts
$172K +$196K 1 0.02% New
3486
FLP
Financial Life Planners
Arizona
$172K +$193K 3 0.12% New
3487
NRWA
North Ridge Wealth Advisors
Oregon
$170K $0 3 0.1% Maintained
3488
JC
JBF Capital
Colorado
$169K $0 1 0.02% Maintained
3489
CVM
Cheviot Value Management
California
$169K $0 2 0.02% Maintained
3490
CPG
Cornerstone Planning Group
New Jersey
$168K +$605K 8 0.03% Increased
3491
YCM
Yakira Capital Management
Connecticut
$166K -$12.4K 1 0.06% Reduced
3492
GPFA
Game Plan Financial Advisors
Ohio
$166K $0 2 0.07% Maintained
3493
PWA
Provenance Wealth Advisors
Florida
$163K $0 3 0.02% Maintained
3494
SIM
Sprucegrove Investment Management
Ontario, Canada
$162K +$22.3K 1 0.01% Increased
3495
TCM
TD Capital Management
Tennessee
$162K -$28.6K 4 0.01% Reduced
3496
DFA
DHJJ Financial Advisors
Illinois
$158K $0 5 0.05% Maintained
3497
AWM
Activest Wealth Management
Florida
$157K +$11.7K 6 0.03% Increased
3498
JWM
JPL Wealth Management
Colorado
$152K +$158K 10 0.04% New
3499
AC
Annandale Capital
Texas
$152K -$7 1 0.03% Reduced
3500
CIA
Cape Investment Advisory
Georgia
$150K -$240K 4 0.15% Reduced