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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
3651
AF
Align Financial
Minnesota
$78.5K +$7.79M 2 0.05% New
3652
FS
Financially Speaking
Colorado
$77.8K $0 1 0.05% Maintained
3653
KAM
Karani Asset Management
New York
$77.8K $0 1 0.06% Maintained
3654
EBA
Eagle Bay Advisors
New York
$77.3K +$77.2K 2 0.06% New
3655
WBC
West Branch Capital
Massachusetts
$77K -$2.74K 2 0.02% Reduced
3656
AW
Avion Wealth
Texas
$77K -$13K 7 0.02% Reduced
3657
ISWM
Intesa Sanpaolo Wealth Management
$76.5K +$79.6K 2 0.02% New
3658
VWA
Valued Wealth Advisors
Utah
$76.1K +$6.05K 5 0.03% Increased
3659
ECM
EMC Capital Management
Texas
$76K -$13.8K 1 0.03% Reduced
3660
PS
Pinney & Scofield
Massachusetts
$75.9K -$978 3 0.04% Reduced
3661
BAM
Bellevue Asset Management
Washington
$75.7K $0 1 0.02% Maintained
3662
DI
DAGCO Inc
Ohio
$75.2K +$1.56K 3 0.02% Increased
3663
OC
Oakmont Corp
California
$74.7K $0 1 0.01% Maintained
3664
AWA
Ark Wealth Advisors
California
$73.5K +$112K 1 0.08% New
3665
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$73.3K -$40.7K 5 0% Reduced
3666
AIM
Access Investment Management
Georgia
$72.8K -$4.11K 1 0.02% Reduced
3667
RFA
Reyes Financial Architecture
California
$72.7K -$213K 4 0.04% Reduced
3668
HHMI
Howard Hughes Medical Institute
Maryland
$70.3K -$2.65K 4 0.04% Reduced
3669
CTWM
Cherry Tree Wealth Management
Minnesota
$69.3K -$40.1K 3 0.01% Reduced
3670
MAM
Marquette Asset Management
Minnesota
$68.5K -$32.6K 3 0.01% Reduced
3671
PIM
Platinum Investment Management
Australia
$67.6K +$61.9K 1 0.02% New
3672
SR
Swiss Re
Switzerland
$65.3K +$66.6K 2 0% New
3673
HFS
Horizon Financial Services
North Carolina
$65.2K -$5.11K 3 0.03% Reduced
3674
MTC
Matrix Trust Company
Colorado
$65K -$347K 1 0.01% Reduced
3675
BTC
Bank & Trust Company
Illinois
$61.8K -$3.72K 1 0.04% Reduced