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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
YIA
YHB Investment Advisors
Connecticut
$14.2M -$133K 4 1.32% Reduced
677
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.2M -$2.22M 6 0.08% Reduced
678
Hantz Financial Services
Hantz Financial Services
Michigan
$14.1M +$1.22M 6 0.35% Increased
679
Pathstone Family Office
Pathstone Family Office
New Jersey
$14.1M -$589K 9 0.2% Reduced
680
Congress Asset Management
Congress Asset Management
Massachusetts
$14.1M -$488K 2 0.12% Reduced
681
ROC
Running Oak Capital
Minnesota
$14M +$1.2M 2 3.44% Increased
682
WAS
Wesleyan Assurance Society
United Kingdom
$14M $0 2 1.5% Maintained
683
IEQ Capital
IEQ Capital
California
$13.9M +$1.52M 5 0.28% Increased
684
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$13.9M -$2.79M 3 0.46% Reduced
685
Atria Wealth Solutions
Atria Wealth Solutions
New York
$13.8M +$630K 6 0.19% Increased
686
RIL
Rothschild Investment LLC
Illinois
$13.8M +$262K 5 1.15% Increased
687
VCM
Vigilant Capital Management
Maine
$13.7M +$440K 5 1.02% Increased
688
CRB
Chad R. Baker
$13.7M +$44.7K 1 3.24% Increased
689
LCM
Legato Capital Management
California
$13.7M +$1.77M 9 1.85% Increased
690
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$13.7M +$307K 4 0.29% Increased
691
MYAM
Meiji Yasuda Asset Management
Japan
$13.6M -$248K 5 0.68% Reduced
692
BWM
BerganKDV Wealth Management
Minnesota
$13.5M -$612K 7 1.35% Reduced
693
GIM
Grassi Investment Management
California
$13.5M +$371 1 1.49% Increased
694
NSIM
North Star Investment Management
Illinois
$13.5M +$11K 9 1.09% Increased
695
Advisor Partners II
Advisor Partners II
California
$13.5M -$590K 7 0.63% Reduced
696
Close Asset Management
Close Asset Management
United Kingdom
$13.5M +$233K 2 0.63% Increased
697
MIIM
Mesirow Institutional Investment Management
Illinois
$13.3M +$3.47M 2 1.37% Increased
698
PP
Prospector Partners
Connecticut
$13.3M +$72.6K 1 1.85% Increased
699
AWAG
ARS Wealth Advisors Group
Florida
$13.2M +$3.14M 1 2.1% Increased
700
QIM
Quest Investment Management
Oregon
$13.2M -$1.17M 1 1.8% Reduced