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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
701
PFS Investments
PFS Investments
Georgia
$12.2M +$288K 3 0.23% Increased
702
First American Trust
First American Trust
California
$12.1M +$364K 1 1.87% Increased
703
Advisors Asset Management
Advisors Asset Management
Colorado
$12M -$1.38M 10 0.25% Reduced
704
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$12M +$153K 4 2.72% Increased
705
Jump Financial
Jump Financial
Illinois
$12M -$1.87M 9 0.63% Reduced
706
MAM
Montanaro Asset Management
United Kingdom
$11.9M -$1.22M 1 1.94% Reduced
707
BMM
Buffington Mohr McNeal
Idaho
$11.9M -$54.4K 2 2.78% Reduced
708
Bank of Hawaii
Bank of Hawaii
Hawaii
$11.9M +$75.2K 4 0.73% Increased
709
PM
Phraction Management
Connecticut
$11.9M -$1.39M 1 7.81% Reduced
710
LBP AM
LBP AM
France
$11.8M +$11.7M 3 0.34% New
711
Kintegral Advisory
Kintegral Advisory
New York
$11.8M +$3.75M 4 1.56% Increased
712
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$11.8M -$11.6M 2 0.09% Reduced
713
Metis Global Partners
Metis Global Partners
California
$11.8M +$5.05M 5 1.05% Increased
714
Shell Asset Management
Shell Asset Management
Netherlands
$11.7M -$2.52M 10 0.51% Reduced
715
HFS
Haverford Financial Services
Pennsylvania
$11.7M -$6.11K 1 3.24% Reduced
716
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$11.7M +$10.5M 3 1.27% Increased
717
Lyell Wealth Management
Lyell Wealth Management
California
$11.7M +$140K 2 1.85% Increased
718
AWCI
Alpine Woods Capital Investors
New York
$11.7M -$5.07M 3 1.7% Reduced
719
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$11.6M +$670K 1 2.03% Increased
720
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$11.6M +$4.37M 7 0.65% Increased
721
Janney Capital Management
Janney Capital Management
Pennsylvania
$11.6M +$6.3K 1 0.83% Increased
722
Strategy Asset Managers
Strategy Asset Managers
California
$11.6M -$161K 2 2.94% Reduced
723
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$11.5M -$235K 4 0.04% Reduced
724
Profund Advisors
Profund Advisors
Maryland
$11.5M +$308K 8 0.75% Increased
725
Novare Capital Management
Novare Capital Management
North Carolina
$11.4M -$346K 1 1.34% Reduced