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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
Atria Wealth Solutions
Atria Wealth Solutions
New York
$12.2M -$57.8K 6 0.18% Reduced
702
NRS
Neville Rodie & Shaw
New York
$12.2M -$149K 3 1.1% Reduced
703
Close Asset Management
Close Asset Management
United Kingdom
$12.2M +$65.2K 2 0.6% Increased
704
PP
Prospector Partners
Connecticut
$12.1M +$349K 1 1.69% Increased
705
GW&K Investment Management
GW&K Investment Management
Massachusetts
$12.1M +$882K 2 0.12% Increased
706
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$12.1M -$118K 1 0.2% Reduced
707
AIMC
Alley Investment Management Company
Illinois
$12.1M +$412K 1 2.02% Increased
708
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$12.1M +$496K 4 0.26% Increased
709
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$12M -$415K 3 0.77% Reduced
710
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12M +$208K 1 0.71% Increased
711
MC
Moors & Cabot
Massachusetts
$11.9M -$556K 5 0.82% Reduced
712
AFG
Albion Financial Group
Utah
$11.9M -$364K 4 1.09% Reduced
713
CHAM
Clear Harbor Asset Management
Connecticut
$11.9M +$340K 3 1.22% Increased
714
PP
PDT Partners
New York
$11.8M +$1.86M 7 1.6% Increased
715
FBB
Fulton Breakefield Broenniman
Maryland
$11.8M -$123K 1 1.01% Reduced
716
Calamos Wealth Management
Calamos Wealth Management
Illinois
$11.6M -$303K 3 0.91% Reduced
717
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$11.6M -$64K 4 0.56% Reduced
718
Hantz Financial Services
Hantz Financial Services
Michigan
$11.5M +$924K 6 0.31% Increased
719
JC
Jacobs & Co
California
$11.5M +$303K 1 1.42% Increased
720
Avantax Advisory Services
Avantax Advisory Services
Texas
$11.5M +$2.75M 6 0.14% Increased
721
ROC
Running Oak Capital
Minnesota
$11.5M -$46.2K 2 3.26% Reduced
722
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$11.4M -$30.3K 4 0.04% Reduced
723
Simplicity Solutions
Simplicity Solutions
Minnesota
$11.4M +$6.85M 7 0.3% Increased
724
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$11.4M -$4.93M 8 0.3% Reduced
725
LCM
Legato Capital Management
California
$11.4M -$946K 8 2.06% Reduced