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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
3501
SLA
Silver Lake Advisory
Utah
$204K +$189K 1 0.09% New
3502
HIM
Harbour Investment Management
Washington
$204K +$188K 1 0.09% New
3503
LCM
LRT Capital Management
Texas
$204K -$519K 1 0.12% Reduced
3504
SSA
South Street Advisors
New York
$203K +$183K 1 0.03% New
3505
RGF
Retirement Guys Formula
Ohio
$203K +$186K 1 0.08% New
3506
WA1
Wimmer Associates 1
California
$203K +$155K 1 0.1% New
3507
GWSA
Global Wealth Strategies & Associates
Colorado
$203K -$46.5K 3 0.06% Reduced
3508
CSA
Cornerstone Select Advisors
Missouri
$202K -$44.6K 1 0.18% Reduced
3509
FBFS
First Business Financial Services
Wisconsin
$202K +$186K 1 0.02% New
3510
UIA
Ulland Investment Advisors
Minnesota
$202K -$243K 2 0.15% Reduced
3511
GAM
Gemmer Asset Management
California
$201K +$186K 1 0.02% New
3512
LRWA
Long Run Wealth Advisors
New York
$201K +$181K 1 0.04% New
3513
PHWM
Pine Harbor Wealth Management
Maryland
$200K +$185K 1 0.07% New
3514
FAG
Fortitude Advisory Group
Washington
$200K +$185K 1 0.11% New
3515
HWM
HFR Wealth Management
New York
$200K +$185K 1 0.05% New
3516
WFAG
Worth Financial Advisory Group
North Carolina
$200K +$185K 1 0.12% New
3517
SF
Slagle Financial
Illinois
$200K -$4.04M 1 0.08% Reduced
3518
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$198K -$28.8K 5 0.13% Reduced
3519
CCM
Cutler Capital Management
Massachusetts
$195K $0 1 0.07% Maintained
3520
CIAS
CBIZ Investment Advisory Services
Ohio
$194K +$6.69K 6 0.01% Increased
3521
PCM
Palouse Capital Management
Washington
$194K +$1.1K 3 0.13% Increased
3522
GCS
Gordian Capital (Singapore)
Singapore
$193K +$78.4K 1 0.28% New
3523
BA
Bellwether Advisors
Nebraska
$191K +$34.2K 2 0.03% Increased
3524
RTC
Riverview Trust Company
Washington
$190K -$309K 3 0.24% Reduced
3525
NRWA
North Ridge Wealth Advisors
Oregon
$188K $0 3 0.12% Maintained