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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
801	MPM Meritage Portfolio Management Overland Park, Kansas	$11.2M	+$2.92M	4	0.74%	Increased
802	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$11.2M	-$127K	1	1.22%	Reduced
803	MIP Marietta Investment Partners Milwaukee, Wisconsin	$11.2M	-$852K	4	2.78%	Reduced
804	HMCP Hook Mill Capital Partners New York	$11.1M	+$5.08M	1	2.94%	Increased
805	BOH Bank of Hawaii Honolulu, Hawaii	$11.1M	-$711K	2	0.6%	Reduced
806	AF Advisornet Financial Minnetonka, Minnesota	$11.1M	+$89.1K	15	1.02%	Increased
807	Hillsdale Investment Management Toronto, Ontario, Canada	$11.1M	-$582K	5	0.91%	Reduced
808	GS Gagnon Securities New York	$11.1M	+$2.76M	1	2.66%	Increased
809	FSCM First Sabrepoint Capital Management Dallas, Texas	$11M	-$35.8K	1	3.64%	Reduced
810	LIM Letson Investment Management Atlanta, Georgia	$11M	+$10M	3	5.12%	New
811	CSM Advisors Warrendale, Pennsylvania	$11M	-$43.3K	1	0.79%	Reduced
812	Burney Company Reston, Virginia	$11M	-$440K	6	0.46%	Reduced
813	Livforsakringsbolaget Skandia Stockholm, Sweden	$10.9M	+$39.8K	6	1.04%	Increased
814	Ritholtz Wealth Management New York	$10.9M	-$654K	6	0.42%	Reduced
815	EIA Edgemoor Investment Advisors Bethesda, Maryland	$10.9M	+$649K	2	1.14%	Increased
816	BCM Brightline Capital Management Miami, Florida	$10.8M	+$9.67M	1	11.74%	New
817	Fred Alger Management New York	$10.8M	+$466K	3	0.06%	Increased
818	NL NWAM LLC Mercer Island, Washington	$10.8M	-$3.29M	4	0.87%	Reduced
819	Prospera Financial Services Dallas, Texas	$10.8M	-$799K	6	0.36%	Reduced
820	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$10.8M	-$721K	2	1.21%	Reduced
821	LWM Lyell Wealth Management Menlo Park, California	$10.7M	+$232K	2	1.22%	Increased
822	PCA Private Capital Advisors Darien, Connecticut	$10.7M	-$98.9K	1	1.63%	Reduced
823	Leonteq Securities AG Zurich, Switzerland	$10.7M	+$564K	5	0.61%	Increased
824	Fayez Sarofim & Co Houston, Texas	$10.6M	-$300K	3	0.03%	Reduced
825	Intact Investment Management Montreal, Quebec, Canada	$10.6M	+$3.89M	2	0.43%	Increased