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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
1051
KWMG
King Wealth Management Group
Florida
$8.45M +$16.6K 2 0.92% Increased
1052
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$8.45M -$2.46M 5 0.1% Reduced
1053
CSM Advisors
CSM Advisors
Pennsylvania
$8.43M -$86.4K 4 0.18% Reduced
1054
Geneos Wealth Management
Geneos Wealth Management
Colorado
$8.42M -$17M 6 0.17% Reduced
1055
RIA
Recurrent Investment Advisors
Texas
$8.42M +$3.54M 1 0.52% Increased
1056
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$8.38M -$93.3M 4 0.17% Reduced
1057
CA
CapWealth Advisors
Tennessee
$8.38M -$14.2M 1 0.57% Reduced
1058
Ballentine Partners
Ballentine Partners
Massachusetts
$8.3M -$4.88M 8 0.1% Reduced
1059
KL
KWMG LLC
Kansas
$8.28M -$251K 2 0.6% Reduced
1060
SCA
Stonebridge Capital Advisors
Minnesota
$8.28M -$7.81M 3 0.53% Reduced
1061
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$8.26M -$6.36M 2 0.23% Reduced
1062
GWI
Grace & White Inc
New York
$8.23M -$385K 2 1.3% Reduced
1063
EPW
Evolve Private Wealth
California
$8.22M -$1.53M 8 0.5% Reduced
1064
TPA
Trivium Point Advisory
Connecticut
$8.2M +$4.37M 3 0.74% Increased
1065
LWM
Lyell Wealth Management
California
$8.18M -$5.22M 3 0.5% Reduced
1066
RBC
Romano Brothers & Co
Illinois
$8.16M -$2.79M 4 0.82% Reduced
1067
MLIC
Mandatum Life Insurance Company
Finland
$8.15M $0 1 1.51% Maintained
1068
LJHT
Laurie J. Hall Trustee
$8.1M +$9.48K 2 2.52% Increased
1069
GAM
Griffin Asset Management
New York
$8.1M -$6.57M 3 0.85% Reduced
1070
PEAK6
PEAK6
Illinois
$8.08M -$4.8M 5 0.02% Reduced
1071
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$8.07M -$6.76M 4 0.13% Reduced
1072
CCIA
Campbell & Co Investment Adviser
Maryland
$8.04M +$1.85M 5 0.42% Increased
1073
Krane Funds Advisors
Krane Funds Advisors
New York
$8.03M +$3.66M 1 0.28% Increased
1074
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$8.02M -$7.57M 1 1.72% Reduced
1075
KC
Kintayl Capital
New York
$7.99M +$7.08M 3 3.18% Increased