← All themes

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
CL
CVFG LLC
Indiana
$219K -$15.6K 1 0.15% Reduced
3477
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$219K -$9.95K 3 0.2% Reduced
3478
OAM
Occidental Asset Management
California
$219K +$218K 1 0.03% New
3479
SWM
SK Wealth Management
Rhode Island
$219K +$189K 1 0.06% New
3480
WAM
Walker Asset Management
Missouri
$219K $0 1 0.12% Maintained
3481
CIA
Caerus Investment Advisors
Texas
$219K -$54.3K 1 0.07% Reduced
3482
WCG
Weaver Consulting Group
California
$218K -$23.9K 1 0.05% Reduced
3483
CCM
Charter Capital Management
Wisconsin
$218K +$209K 1 0.11% New
3484
AWM
Absher Wealth Management
North Carolina
$218K -$16.6K 1 0.03% Reduced
3485
MA
Maxele Advisors
Missouri
$218K -$13.3K 1 0.18% Reduced
3486
CCM
Carderock Capital Management
Maryland
$217K -$13.3K 1 0.05% Reduced
3487
HWA
Heartwood Wealth Advisors
Virginia
$217K -$42.4K 1 0.02% Reduced
3488
CAM
CenterStar Asset Management
Illinois
$217K +$218K 1 0.06% New
3489
KFSC
Keystone Financial Services (Colorado)
Colorado
$216K -$1.45K 1 0.07% Reduced
3490
AWA
Adapt Wealth Advisors
Georgia
$215K -$13.5K 1 0.07% Reduced
3491
LWA
Lifelong Wealth Advisors
Minnesota
$215K -$44.8K 1 0.06% Reduced
3492
JEST
JTC Employer Solutions Trustee
Jersey
$215K +$111 1 0.01% Increased
3493
SEP
Signature Equity Partners
Ohio
$215K +$214K 10 0.12% New
3494
NPA
Nichols & Pratt Advisers
Massachusetts
$215K -$13.1K 1 0.01% Reduced
3495
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$215K -$2.17K 1 0.07% Reduced
3496
IPS
Investors Portfolio Services
Washington
$215K +$215K 4 0.19% New
3497
AIA
Arbor Investment Advisors
North Carolina
$215K -$51.3K 1 0.03% Reduced
3498
SNPAM
St. Nicholas Private Asset Management
Florida
$214K -$13.1K 1 0.19% Reduced
3499
LIA
Lynx Investment Advisory
District of Columbia
$214K +$215K 1 0.12% New
3500
AGC
August Group Capital
$214K +$215K 1 0.24% New