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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
3776
AIA
Aventus Investment Advisors
Florida
$57.6K $0 1 0.05% Maintained
3777
LHEI
Leo H. Evart Inc
California
$56.3K +$57.3K 1 0.05% New
3778
CFM
Cornerstone Financial Management
Massachusetts
$55.4K +$10.1K 7 0.05% Increased
3779
CW
Curio Wealth
Maryland
$55.2K -$6.05K 7 0.02% Reduced
3780
CIAS
CBIZ Investment Advisory Services
Ohio
$55.1K -$196K 7 0% Reduced
3781
SFAM
Sawyer Falduto Asset Management
Illinois
$54.2K $0 2 0.05% Maintained
3782
BHWM
Bay Harbor Wealth Management
Maryland
$52.6K +$15.7K 11 0.01% Increased
3783
BIM
Breakwater Investment Management
Washington
$52.5K -$568 3 0.02% Reduced
3784
PWA
Principia Wealth Advisory
Texas
$51.9K +$5.36K 7 0.03% Increased
3785
FGAM
Financial Gravity Asset Management
Texas
$51K +$13.9K 4 0.01% Increased
3786
RFG
REAP Financial Group
Texas
$50.6K +$12.6K 2 0.01% Increased
3787
SA
SRH Advisors
Kansas
$50.6K $0 2 0.01% Maintained
3788
GCM
Gunpowder Capital Management
Maryland
$50.2K -$16.5K 1 0.04% Reduced
3789
HIW
Holos Integrated Wealth
Pennsylvania
$50.1K $0 3 0.03% Maintained
3790
NWMP
Noble Wealth Management PBC
Colorado
$49.5K $0 1 0.02% Maintained
3791
RBC
Roble Belko & Company
Pennsylvania
$49K +$22.5K 3 0.01% Increased
3792
EWM
Evolution Wealth Management
Florida
$48.9K +$43.4K 3 0.04% Increased
3793
Q1WB
Quest 10 Wealth Builders
Virginia
$48.2K $0 2 0.04% Maintained
3794
HPWM
High Point Wealth Management
New Jersey
$47.6K +$1.7K 2 0.05% Increased
3795
MCA
Midwest Capital Advisors
Michigan
$46.3K $0 1 0.02% Maintained
3796
TM
Torren Management
California
$45K -$648K 12 0.02% Reduced
3797
CWM
Copia Wealth Management
Oregon
$45K $0 1 0.03% Maintained
3798
EPAM
Evelyn Partners Asset Management
$44.7K $0 2 0.01% Maintained
3799
CMP
Coston McIsaac & Partners
Maine
$44K $0 2 0.01% Maintained
3800
NMC
Nine Masts Capital
Hong Kong
$43.6K +$76.9K 1 0.01% New