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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
1326	SW SVB Wealth Boston, Massachusetts	$4.74M	-$3M	4	0.3%	Reduced
1327	CT Caldwell Trust Venice, Florida	$4.72M	-$5.06M	5	0.38%	Reduced
1328	PCM Polaris Capital Management Boston, Massachusetts	$4.72M	+$513K	2	0.45%	Increased
1329	Dynamic Advisor Solutions Phoenix, Arizona	$4.72M	-$2.75M	4	0.13%	Reduced
1330	PCM Pinnbrook Capital Management New York	$4.71M	+$3.98M	2	0.5%	New
1331	MIA MainStreet Investment Advisors Chicago, Illinois	$4.7M	-$4.12M	3	0.64%	Reduced
1332	FRA Frank Rimerman Advisors Palo Alto, California	$4.69M	-$951K	4	0.27%	Reduced
1333	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$4.68M	+$2.35M	5	0.54%	Increased
1334	Savvy Advisors Inc New York	$4.67M	-$669K	5	0.1%	Reduced
1335	MCM Mason Capital Management New York	$4.66M	+$3.59M	1	0.77%	Increased
1336	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$4.65M	+$136K	9	1.03%	Increased
1337	Tema ETFs New York	$4.64M	-$5.08M	2	0.15%	Reduced
1338	MC Meteora Capital Boca Raton, Florida	$4.64M	+$4.49M	1	0.38%	New
1339	LAM LECAP Asset Management London, United Kingdom	$4.63M	+$803K	4	1.98%	Increased
1340	TPI Trust Point Inc La Crosse, Wisconsin	$4.63M	-$192K	5	0.39%	Reduced
1341	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$4.63M	-$17.2M	7	0.17%	Reduced
1342	CYG Clean Yield Group Norwich, Vermont	$4.62M	+$1.76M	6	1.15%	Increased
1343	GCIA Gabelli & Co Investment Advisers Rye, New York	$4.61M	+$4.42M	1	0.67%	Increased
1344	MWM Massachusetts Wealth Management North Andover, Massachusetts	$4.61M	-$24.6K	2	1.76%	Reduced
1345	FHA Flagship Harbor Advisors Boston, Massachusetts	$4.59M	-$1.53M	3	0.18%	Reduced
1346	GSC G&S Capital Denver, Colorado	$4.56M	-$22.4K	2	1.32%	Reduced
1347	PTC Private Trust Company Cleveland, Ohio	$4.56M	-$105K	11	0.36%	Reduced
1348	III Independent Investors Inc Nesconset, New York	$4.56M	-$4.72M	1	0.87%	Reduced
1349	RSC Red Spruce Capital Berwyn, Pennsylvania	$4.54M	+$37.4K	1	1.58%	Increased
1350	TPCM Two Point Capital Management Pittsford, New York	$4.53M	-$4.58M	1	1.83%	Reduced