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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
3551
S
Sachetta
Massachusetts
$148K +$158 10 0.06% Increased
3552
CAM
Cacti Asset Management
Georgia
$147K -$61.1K 1 0.01% Reduced
3553
MWM
Mascoma Wealth Management
New Hampshire
$147K $0 4 0.03% Maintained
3554
SVWA
Sarver Vrooman Wealth Advisors
Missouri
$144K -$24.4K 2 0.1% Reduced
3555
AAG
Accordant Advisory Group
Maryland
$140K +$2.23K 2 0.1% Increased
3556
WW
Winnow Wealth
Texas
$140K +$123K 2 0.1% Increased
3557
AI
AdvisorShares Investments
Maryland
$140K -$1.89M 4 0.03% Reduced
3558
STB
S&T Bank
Pennsylvania
$139K +$4.78K 5 0.04% Increased
3559
MLA
MB, Levis & Associates
Pennsylvania
$129K $0 1 0.06% Maintained
3560
CTWM
Cherry Tree Wealth Management
Minnesota
$128K -$15.1K 2 0.03% Reduced
3561
CIAM
Caitong International Asset Management
Hong Kong
$128K -$105K 10 0.09% Reduced
3562
MFT
Moisand Fitzgerald Tamayo
Florida
$127K $0 3 0.02% Maintained
3563
TFA
Transamerica Financial Advisors
Florida
$126K -$122K 4 0.01% Reduced
3564
PAG
Poinciana Advisors Group
Florida
$125K -$15.1K 1 0.11% Reduced
3565
MSG
Main Street Group
Virginia
$125K -$6.57K 5 0.04% Reduced
3566
EWP
Elevation Wealth Partners
California
$123K +$68 3 0.05% Increased
3567
DC
Diametric Capital
Massachusetts
$119K +$140K 1 0.06% New
3568
SIM
Sprucegrove Investment Management
Ontario, Canada
$119K +$104K 1 0.01% New
3569
BCPWM
Bradley & Co Private Wealth Management
Florida
$119K $0 2 0.07% Maintained
3570
HWP
Highline Wealth Partners
California
$117K +$10.4K 4 0.03% Increased
3571
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$117K -$12.7K 7 0.01% Reduced
3572
RFG
REAP Financial Group
Texas
$117K +$35.9K 3 0.03% Increased
3573
HC
Hoese & Co
Minnesota
$116K +$107K 1 0.09% New
3574
HAP
Harbor Asset Planning
Massachusetts
$114K +$105K 1 0.11% New
3575
WTFG
Wood Tarver Financial Group
Idaho
$114K +$4.93K 4 0.03% Increased