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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	LSA L & S Advisors Los Angeles, California	$13M	+$600K	4	2.4%	Increased
677	Carnegie Investment Counsel Pepper Pike, Ohio	$12.9M	+$137K	2	0.56%	Increased
678	IP Isthmus Partners Madison, Wisconsin	$12.9M	-$257K	2	1.93%	Reduced
679	BWM BerganKDV Wealth Management Bloomington, Minnesota	$12.8M	+$372K	8	1.39%	Increased
680	LIM Leavell Investment Management Mobile, Alabama	$12.8M	+$2.25K	3	0.96%	Increased
681	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.7M	+$188K	3	1.59%	Increased
682	Atria Wealth Solutions New York	$12.7M	+$139K	5	0.2%	Increased
683	Calamos Wealth Management Naperville, Illinois	$12.7M	-$198K	3	0.98%	Reduced
684	JC Jacobs & Co San Francisco, California	$12.6M	-$131K	1	1.64%	Reduced
685	WA WealthTrust Axiom Wayne, Pennsylvania	$12.6M	+$78.6K	1	4.39%	Increased
686	Close Asset Management London, United Kingdom	$12.6M	+$13.1K	2	0.67%	Increased
687	JAFL Jay A. Fishman Ltd Troy, Michigan	$12.6M	-$111K	2	1.77%	Reduced
688	WMG WESCAP Management Group Glendale, California	$12.5M	-$47.2K	1	4.4%	Reduced
689	Allstate Corporation Northbrook, Illinois	$12.5M	+$666K	6	0.38%	Increased
690	Allstate Investment Management Chicago, Illinois	$12.5M	+$12.1M	6	0.38%	New
691	AHC Adell Harriman & Carpenter Houston, Texas	$12.5M	+$383K	1	1.44%	Increased
692	LCM Legato Capital Management San Francisco, California	$12.5M	+$12.2M	8	2.39%	New
693	ROC Running Oak Capital Edina, Minnesota	$12.5M	+$955K	2	3.66%	Increased
694	TIP Torray Investment Partners Bethesda, Maryland	$12.5M	$0	1	2.24%	Maintained
695	MC Moors & Cabot Boston, Massachusetts	$12.4M	-$248K	5	0.87%	Reduced
696	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$12.4M	+$3.7M	8	1.45%	Increased
697	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$12.3M	+$1.37M	5	0.59%	Increased
698	GIM Goelzer Investment Management Carmel, Indiana	$12.2M	-$487K	3	1.05%	Reduced
699	EP Edgestream Partners Princeton, New Jersey	$12.2M	+$6.48M	5	1.38%	Increased
700	EWM Edge Wealth Management New York	$12.2M	-$1.21M	1	2.84%	Reduced