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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
1251
PGA
Portland Global Advisors
Maine
$1.07M +$639K 2 0.56% Increased
1252
WKWM
Walter & Keenan Wealth Management
Indiana
$1.07M $0 1 0.6% Maintained
1253
AGM
Alpine Global Management
New York
$1.06M -$2M 2 0.34% Reduced
1254
GC
Garde Capital
Washington
$1.06M $0 1 0.32% Maintained
1255
Perigon Wealth Management
Perigon Wealth Management
California
$1.06M +$88.8K 1 0.29% Increased
1256
GIM
Guardian Investment Management
California
$1.06M -$103K 1 1.18% Reduced
1257
GWM
Gupta Wealth Management
California
$1.06M +$1.03M 5 0.31% New
1258
GIA
Guyasuta Investment Advisors
Pennsylvania
$1.06M +$260K 1 0.14% Increased
1259
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$1.05M +$788K 1 0.53% Increased
1260
PPSG
Princeton Portfolio Strategies Group
New Jersey
$1.05M -$30.6K 1 0.41% Reduced
1261
PSI
Pinnacle Summer Investments
Virginia
$1.05M -$443K 4 0.15% Reduced
1262
GIM
Greylin Investment Management
Virginia
$1.05M $0 1 0.25% Maintained
1263
CCA
Cobblestone Capital Advisors
New York
$1.04M -$4.45M 2 0.16% Reduced
1264
CCM
Condor Capital Management
New Jersey
$1.04M +$1.02M 1 0.25% New
1265
LPC
Loeb Partners Corp
New York
$1.04M -$1.22M 1 0.31% Reduced
1266
BCA
Bray Capital Advisors
Florida
$1.04M -$25.5K 2 0.62% Reduced
1267
South Texas Money Management
South Texas Money Management
Texas
$1.03M +$25.3K 1 0.06% Increased
1268
RIM
Regent Investment Management
Kentucky
$1.01M $0 1 0.51% Maintained
1269
TIA
Tiemann Investment Advisors
California
$1M +$160K 3 1.04% Increased
1270
Smithfield Trust
Smithfield Trust
Pennsylvania
$998K -$58.9K 4 0.2% Reduced
1271
ARMT
Amica Retiree Medical Trust
Rhode Island
$989K -$57.2K 4 0.83% Reduced
1272
Squarepoint
Squarepoint
New York
$986K +$135K 1 0.34% Increased
1273
TC
TFS Capital
Pennsylvania
$982K +$320K 4 0.1% Increased
1274
FPC
Falcon Point Capital
California
$980K +$310K 1 0.76% Increased
1275
SCA
Salient Capital Advisors
Texas
$978K -$16.9K 1 0.02% Reduced