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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
3626
SSA
South Street Advisors
New York
$206K +$210K 1 0.03% New
3627
RIM
Reliant Investment Management
Tennessee
$205K +$208K 1 0.1% New
3628
IWA
IBEX Wealth Advisors
New Jersey
$205K +$209K 1 0.02% New
3629
KW
Keyvantage Wealth
Pennsylvania
$205K +$207K 1 0.09% New
3630
BEW
Burton Enright Welch
California
$205K +$209K 1 0.03% New
3631
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$205K -$66.6K 1 0.04% Reduced
3632
HFS
Howard Financial Services
Texas
$205K +$207K 1 0.02% New
3633
North Star Asset Management
North Star Asset Management
Wisconsin
$204K +$206K 1 0.01% New
3634
NS
Northland Securities
Minnesota
$203K +$206K 1 0.19% New
3635
TCM
TD Capital Management
Tennessee
$203K +$17.3K 6 0.02% Increased
3636
GAM
Gemmer Asset Management
California
$203K +$205K 1 0.02% New
3637
AEPWM
Atlantic Edge Private Wealth Management
Florida
$203K -$12K 3 0.05% Reduced
3638
FNWM
Financial Network Wealth Management
Utah
$203K +$206K 1 0.06% New
3639
BA
BCM Advisors
Louisiana
$203K +$177K 1 0.04% New
3640
CICI
Capital Investment Counsel Inc
North Carolina
$203K +$213K 1 0.02% New
3641
SW
SkyOak Wealth
Michigan
$203K -$45.7K 1 0.04% Reduced
3642
AWM
Activest Wealth Management
Florida
$202K +$35.7K 9 0.04% Increased
3643
Truepoint Inc
Truepoint Inc
Ohio
$202K +$235K 1 0% New
3644
SN
Sittner & Nelson
Oregon
$202K $0 2 0.07% Maintained
3645
DWM
Dopkins Wealth Management
New York
$202K +$205K 1 0.08% New
3646
MF
Montis Financial
Massachusetts
$202K -$36.4K 1 0.04% Reduced
3647
CFG
Carter Financial Group
Illinois
$202K +$220K 1 0.12% New
3648
FL
FreeGulliver LLC
Louisiana
$202K +$199K 1 0.09% New
3649
AGC
August Group Capital
$201K -$47.1K 1 0.23% Reduced
3650
TDB
Thompson David Blair
$201K +$203K 1 0.12% New