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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
1301
TSWM
Triangle Securities Wealth Management
North Carolina
$451K -$91.2K 1 0.39% Reduced
1302
WOC
West Oak Capital
California
$448K +$16.6K 3 0.35% Increased
1303
M
MOTCO
Texas
$448K $0 3 0.05% Maintained
1304
ACP
Aviance Capital Partners
Florida
$441K +$146K 2 0.21% Increased
1305
BSB
Bangor Savings Bank
Maine
$440K $0 1 0.13% Maintained
1306
PMFA
Plante Moran Financial Advisors
Michigan
$439K +$64.3K 4 0.27% Increased
1307
FNBOH
First National Bank of Hutchinson
Kansas
$437K -$354K 1 0.3% Reduced
1308
BG
Bollard Group
Massachusetts
$436K +$190K 2 0.05% Increased
1309
OAM
Orinda Asset Management
California
$433K $0 1 1.36% Maintained
1310
CT
Cambridge Trust
Massachusetts
$425K -$56K 2 0.04% Reduced
1311
Sterling Capital Management
Sterling Capital Management
North Carolina
$425K -$2.75M 1 0.01% Reduced
1312
RGC
Roberts, Glore & Co
Illinois
$423K -$46K 1 0.31% Reduced
1313
YIA
YHB Investment Advisors
Connecticut
$423K -$787K 1 0.13% Reduced
1314
CP
Coho Partners
Pennsylvania
$421K +$5.79K 1 0.04% Increased
1315
Thomaspartners
Thomaspartners
Massachusetts
$419K $0 1 0.02% Maintained
1316
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$417K +$22.7K 1 0.07% Increased
1317
CFA
Carroll Financial Associates
North Carolina
$412K +$19.4K 5 0.16% Increased
1318
RPA
Rock Point Advisors
Vermont
$407K +$368K 1 0.19% New
1319
DSC
Duncker Streett & Co
Missouri
$399K $0 5 0.16% Maintained
1320
TC
Telemus Capital
Michigan
$399K +$397K 1 0.12% New
1321
BOS
Bingham Osborn & Scarborough
California
$397K +$123K 1 0.06% Increased
1322
LC
Lubar & Co
Wisconsin
$397K +$150K 1 0.37% Increased
1323
Boston Financial Management
Boston Financial Management
Massachusetts
$385K -$8.24K 1 0.06% Reduced
1324
PCM
Palouse Capital Management
Washington
$385K -$2.35K 1 0.16% Reduced
1325
GIP
Granite Investment Partners
California
$384K -$2.01K 1 0.06% Reduced