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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
3576
HNW
High Note Wealth
Minnesota
$186K -$15.6K 9 0.04% Reduced
3577
CCM
Cutler Capital Management
Massachusetts
$186K -$20.9K 1 0.05% Reduced
3578
CWP
Concord Wealth Partners
Virginia
$183K -$15.8K 4 0.02% Reduced
3579
PCM
PenderFund Capital Management
British Columbia, Canada
$178K $0 1 0.03% Maintained
3580
UIA
Ulland Investment Advisors
Minnesota
$177K +$19K 2 0.14% Increased
3581
WBC
Westpac Banking Corp
Australia
$175K -$129K 2 0.01% Reduced
3582
WAG
Wilkerson Advisory Group
Missouri
$174K +$172K 6 0.06% New
3583
OW
Olistico Wealth
Oklahoma
$171K +$172K 4 0.08% New
3584
RTC
Riverview Trust Company
Washington
$171K -$7.04K 3 0.21% Reduced
3585
WWM
Wolff Wiese Magana
California
$171K -$964K 5 0.09% Reduced
3586
TCM
TD Capital Management
Tennessee
$170K +$9.74K 5 0.02% Increased
3587
SIM
Sprucegrove Investment Management
Ontario, Canada
$169K $0 1 0.02% Maintained
3588
CPG
Cornerstone Planning Group
New Jersey
$161K -$621K 10 0.03% Reduced
3589
WAU
Wellington-Altus USA
Manitoba, Canada
$160K +$162K 3 0.12% New
3590
GA
GoalVest Advisory
New York
$160K -$9.22K 2 0.03% Reduced
3591
LOAMU
Lombard Odier Asset Management (USA)
New York
$159K -$2.26M 1 0.01% Reduced
3592
RWM
RMG Wealth Management
Wisconsin
$159K +$29.1K 3 0.02% Increased
3593
NRWA
North Ridge Wealth Advisors
Oregon
$158K -$9.59K 3 0.09% Reduced
3594
AWM
Activest Wealth Management
Florida
$154K +$2.97K 7 0.03% Increased
3595
BDPWM
Barnes Dennig Private Wealth Management
Ohio
$154K +$108K 3 0.15% Increased
3596
PWA
Provenance Wealth Advisors
Florida
$147K -$7.24K 3 0.02% Reduced
3597
IPW
Impact Partnership Wealth
Georgia
$144K -$408K 1 0.02% Reduced
3598
DFA
DHJJ Financial Advisors
Illinois
$143K -$1.17K 5 0.05% Reduced
3599
MASECO Private Wealth
MASECO Private Wealth
$142K +$56.1K 6 0.01% Increased
3600
OCM
Orchard Capital Management
Illinois
$142K +$146K 1 0.12% New