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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
526
Americana Partners
Americana Partners
Texas
$34.2M +$295K 3 1.18% Increased
527
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$34.1M -$8.8M 2 1.22% Reduced
528
SCM
Silvant Capital Management
Georgia
$34M -$3.66M 3 1.29% Reduced
529
Capital Investment Advisors
Capital Investment Advisors
Georgia
$33.7M +$1.59M 3 0.6% Increased
530
Vest Financial
Vest Financial
Virginia
$33.6M +$4.76M 6 0.48% Increased
531
SIC
Schwartz Investment Counsel
Michigan
$33.6M $0 1 1.11% Maintained
532
MSR
Main Street Research
Connecticut
$33.4M +$30.1M 1 2.08% New
533
ROC
Running Oak Capital
Minnesota
$33.3M -$294K 2 3.7% Reduced
534
AG
Avala Global
New York
$33.3M +$28.8M 1 1.73% New
535
Bailard
Bailard
California
$33.3M +$1.11M 7 0.78% Increased
536
Avantax Advisory Services
Avantax Advisory Services
Texas
$33.2M -$173K 8 0.18% Reduced
537
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$33.1M -$310K 1 0.44% Reduced
538
HB Wealth Management
HB Wealth Management
Georgia
$32.9M +$1M 7 0.26% Increased
539
SummitTX Capital
SummitTX Capital
Texas
$32.8M +$2.58M 8 1.41% Increased
540
Cary Street Partners
Cary Street Partners
Virginia
$32.7M +$2.23M 5 0.92% Increased
541
UMB Bank
UMB Bank
Missouri
$32.6M -$4M 14 0.51% Reduced
542
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$32.5M +$1.18M 5 0.81% Increased
543
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$32.5M +$962K 3 2.51% Increased
544
OAM
Ostrum Asset Management
France
$32.4M +$836K 7 1.52% Increased
545
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$32.4M -$460K 4 0.65% Reduced
546
PA
Paralel Advisors
Colorado
$32.3M +$505K 2 1.32% Increased
547
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$31.9M -$6M 3 0.26% Reduced
548
NIG
NFJ Investment Group
Texas
$31.8M -$10M 1 1.11% Reduced
549
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$31.5M +$70.8K 3 0.39% Increased
550
MTC
McDaniel Terry & Co
Texas
$31.4M -$607K 1 2.57% Reduced