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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
676
CWA
Consilium Wealth Advisory
Texas
$22.4M +$279K 2 6.65% Increased
677
WIC
Water Island Capital
New York
$22.4M +$21.7M 2 2.08% New
678
NGM
North Growth Management
British Columbia, Canada
$22.2M +$141K 1 2.85% Increased
679
PAS
Professional Advisory Services
Florida
$22.1M -$399K 1 2.65% Reduced
680
NAM
NorthCrest Asset Manangement
Minnesota
$22.1M -$5.59M 8 0.57% Reduced
681
SGK
Steigerwald Gordon & Koch
Virginia
$22.1M -$138K 4 2.19% Reduced
682
HCMT
Highland Capital Management (Tennessee)
Tennessee
$22M +$4.27M 2 1.01% Increased
683
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$21.9M -$11.1M 5 0.1% Reduced
684
Vest Financial
Vest Financial
Virginia
$21.8M -$666K 5 0.23% Reduced
685
RIM
Ranger Investment Management
Texas
$21.8M -$2.73M 1 1.38% Reduced
686
PR
Payden & Rygel
California
$21.8M +$223K 2 1.67% Increased
687
RIA
RPG Investment Advisory
California
$21.7M -$196K 1 2.23% Reduced
688
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$21.7M -$2.41M 8 0.42% Reduced
689
Miracle Mile Advisors
Miracle Mile Advisors
California
$21.6M -$3.76M 7 0.25% Reduced
690
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$21.5M -$575K 2 0.06% Reduced
691
SteelPeak Wealth
SteelPeak Wealth
California
$21.2M +$10.4M 5 0.55% Increased
692
WCMNY
Westchester Capital Management (New York)
New York
$21.2M +$20.4M 3 1.04% Increased
693
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$21.1M -$4.34M 5 0.14% Reduced
694
ZP
Zimmer Partners
New York
$21.1M +$7.21M 1 0.49% Increased
695
WhitTier Trust Company
WhitTier Trust Company
Nevada
$21.1M -$19M 8 0.39% Reduced
696
PCM
Parsons Capital Management
Rhode Island
$21M -$6.48M 5 0.95% Reduced
697
Sit Investment Associates
Sit Investment Associates
Minnesota
$20.9M -$8.78M 5 0.4% Reduced
698
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$20.9M -$475K 8 0.1% Reduced
699
Markel Group
Markel Group
Virginia
$20.9M $0 2 0.16% Maintained
700
Americana Partners
Americana Partners
Texas
$20.9M -$16.1M 4 0.47% Reduced