← All themes

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
1276
SAM
Strategy Asset Managers
California
$5.23M -$4.02M 3 0.78% Reduced
1277
RFG Advisory
RFG Advisory
Alabama
$5.23M -$469K 4 0.08% Reduced
1278
FFBTD
First Financial Bank - Trust Division
Ohio
$5.22M -$4.01M 3 0.37% Reduced
1279
ARK Investment Management
ARK Investment Management
Florida
$5.21M -$3.45M 1 0.03% Reduced
1280
GIA
GHP Investment Advisors
Colorado
$5.17M +$313K 9 0.19% Increased
1281
CCM
Cohen Capital Management
California
$5.15M -$483K 2 0.7% Reduced
1282
GWMR
GC Wealth Management RIA
Massachusetts
$5.14M -$1.46M 3 0.3% Reduced
1283
Intact Investment Management
Intact Investment Management
Quebec, Canada
$5.13M -$1.18M 1 0.15% Reduced
1284
HA
Huntleigh Advisors
Missouri
$5.12M +$1.62M 3 0.72% Increased
1285
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$5.11M -$8.33M 1 0.03% Reduced
1286
Mather Group
Mather Group
Illinois
$5.1M -$417K 11 0.04% Reduced
1287
PFM
Patton Fund Management
Texas
$5.07M +$1.33M 1 1.1% Increased
1288
Circle Wealth Management
Circle Wealth Management
New Jersey
$5.06M -$374K 2 0.06% Reduced
1289
BG
Bollard Group
Massachusetts
$5.04M -$2.11M 5 0.15% Reduced
1290
BRWA
B. Riley Wealth Advisors
Florida
$5.04M -$424K 6 0.27% Reduced
1291
NB
Nicolet Bankshares
Wisconsin
$5.03M -$1.82M 6 0.16% Reduced
1292
LOPW
Live Oak Private Wealth
North Carolina
$5.03M -$5.04M 1 0.63% Reduced
1293
AFWM
AMJ Financial Wealth Management
Virginia
$5M $0 1 1.18% Maintained
1294
WI
Wealth Intelligence
Georgia
$5M -$95.5K 2 2.32% Reduced
1295
ARG
Advisory Resource Group
Oklahoma
$4.99M -$3.57M 2 0.75% Reduced
1296
TCM
Turas Capital Management
Massachusetts
$4.99M -$5.45M 2 2.29% Reduced
1297
BWP
Burling Wealth Partners
Illinois
$4.97M -$3.76M 2 0.73% Reduced
1298
IWA
Invera Wealth Advisors
Oregon
$4.96M -$1.13M 2 2.66% Reduced
1299
Empirical Wealth Management
Empirical Wealth Management
Washington
$4.96M -$603K 7 0.07% Reduced
1300
TCOT
Trust Company of Toledo
Ohio
$4.95M -$3.97M 4 0.41% Reduced