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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
BCM
Bannerstone Capital Management
Minnesota
$201K +$203K 1 0.19% New
3652
RIS
Retirement Income Solutions
Michigan
$201K +$205K 1 0.03% New
3653
AWC
Adamsbrown Wealth Consultants
Kansas
$200K +$202K 1 0.05% New
3654
PAW
Plan A Wealth
Nebraska
$200K +$210K 1 0.1% New
3655
OR
Olympiad Research
Connecticut
$200K -$218K 1 0.61% Reduced
3656
ACA
Apis Capital Advisors
New York
$197K +$283K 1 0.03% New
3657
OBC
Oakum Bay Capital
Connecticut
$195K +$5.96K 1 0.1% Increased
3658
WWM
Wolff Wiese Magana
California
$193K $0 5 0.11% Maintained
3659
OW
Olistico Wealth
Oklahoma
$193K $0 4 0.1% Maintained
3660
MSWA
Marshall & Sterling Wealth Advisors
New York
$192K +$174K 3 0.13% Increased
3661
QOP
Quinn Opportunity Partners
Virginia
$190K -$60.6K 2 0.01% Reduced
3662
PCM
PenderFund Capital Management
British Columbia, Canada
$189K +$8.56K 1 0.03% Increased
3663
ACA
American Capital Advisory
Idaho
$188K -$64.7K 5 0.08% Reduced
3664
ISWM
Intesa Sanpaolo Wealth Management
$188K +$104K 2 0.05% Increased
3665
NL
NKCFO LLC
Illinois
$187K $0 1 0.06% Maintained
3666
MSG
Main Street Group
Virginia
$184K +$186K 5 0.05% New
3667
EPW
Evergreen Private Wealth
Colorado
$184K +$49.7K 1 0.07% Increased
3668
IPS
Investors Portfolio Services
Washington
$184K -$64.7K 7 0.17% Reduced
3669
HHGA
Halbert Hargrove Global Advisors
California
$183K -$43.9K 3 0.01% Reduced
3670
CA
Cache Advisors
California
$183K +$187K 1 0.02% New
3671
NRWA
North Ridge Wealth Advisors
Oregon
$183K $0 3 0.1% Maintained
3672
EPIMS
Evelyn Partners Investment Management Services
$180K -$232K 1 0.02% Reduced
3673
ACM
Anfield Capital Management
California
$179K +$187K 3 0.05% Increased
3674
UIA
Ulland Investment Advisors
Minnesota
$179K -$15.1K 2 0.15% Reduced
3675
JTBR
James T. Borello RIA
Illinois
$174K +$96.3K 10 0.04% Increased