← 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
3601
AWM
Avondale Wealth Management
Texas
$87.5K $0 1 0.05% Maintained
3602
FS
Financially Speaking
Colorado
$87.5K $0 1 0.06% Maintained
3603
KAM
Karani Asset Management
New York
$87.5K -$39.5K 1 0.08% Reduced
3604
PS
Pinney & Scofield
Massachusetts
$87.1K $0 3 0.06% Maintained
3605
LC
Lavaca Capital
Texas
$84.7K +$13.6K 2 0.03% Increased
3606
DI
DAGCO Inc
Ohio
$83.8K $0 3 0.02% Maintained
3607
CFG
CKW Financial Group
Hawaii
$82K $0 1 0.01% Maintained
3608
AIA
Aventus Investment Advisors
Florida
$81.4K +$72.7K 2 0.07% New
3609
HHMI
Howard Hughes Medical Institute
Maryland
$81.3K +$74K 4 0.03% New
3610
KFP
Keener Financial Planning
Texas
$81K +$75.1K 1 0.04% New
3611
VWA
Valued Wealth Advisors
Utah
$79.8K -$6.33K 5 0.04% Reduced
3612
Q1WB
Quest 10 Wealth Builders
Virginia
$74.1K +$28.9K 3 0.07% Increased
3613
BTC
Bank & Trust Company
Illinois
$73.8K $0 1 0.06% Maintained
3614
RTL
Red Tortoise LLC
Georgia
$72.4K +$1.5K 5 0.03% Increased
3615
SFA
Semmax Financial Advisors
North Carolina
$70.8K -$736 3 0.02% Reduced
3616
RWM
Raffa Wealth Management
District of Columbia
$67.8K -$7.25K 7 0.01% Reduced
3617
AWM
Accredited Wealth Management
Kentucky
$67.6K $0 2 0.05% Maintained
3618
NSG
Nalls Sherbakoff Group
Tennessee
$65.9K +$36.6K 1 0.05% Increased
3619
SA
SRH Advisors
Kansas
$65.8K +$14.1K 2 0.02% Increased
3620
BIM
Breakwater Investment Management
Washington
$63.2K $0 2 0.02% Maintained
3621
DWM
Dogwood Wealth Management
Kansas
$62.7K +$26.2K 4 0.03% Increased
3622
FWP
Fiduciary Wealth Partners
Massachusetts
$62.4K -$238K 1 0.06% Reduced
3623
HHGA
Halbert Hargrove Global Advisors
California
$59.5K -$2.76M 3 0% Reduced
3624
SIC
SJS Investment Consulting
Ohio
$59.4K -$15.8K 12 0.01% Reduced
3625
CAM
Chesapeake Asset Management
New York
$54.6K -$2.43K 2 0.05% Reduced