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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
1351
AFG
Albion Financial Group
Utah
$332K $0 1 0.07% Maintained
1352
Savant Capital
Savant Capital
Illinois
$332K -$74 1 0.18% Reduced
1353
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$331K -$378K 2 0% Reduced
1354
BDF
Balasa Dinverno & Foltz
$330K +$6.01K 1 0.05% Increased
1355
MWAM
Mariner Wealth Advisors (Madison)
Kansas
$328K +$2.82K 2 0.13% Increased
1356
CPA
Cowen Prime Advisors
New York
$325K $0 1 0.13% Maintained
1357
CCM
Cupps Capital Management
Illinois
$322K -$1.66M 1 0.02% Reduced
1358
HVIA
Hudson Valley Investment Advisors
New York
$321K +$39.3K 1 0.16% Increased
1359
HIC
Hartline Investment Corp
Illinois
$320K $0 1 0.13% Maintained
1360
CL
CIM LLC
New York
$309K -$7.67K 1 0.19% Reduced
1361
PAM
Private Asset Management
California
$307K -$25.2K 1 0.06% Reduced
1362
BOK
Bank of Kentucky
Kentucky
$306K +$22.6K 3 0.09% Increased
1363
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$305K +$14.1K 1 0.27% Increased
1364
Meag Munich Ergo
Meag Munich Ergo
Germany
$304K $0 2 0.02% Maintained
1365
WIL
Winifred I. Li
$304K -$64.1K 5 0.28% Reduced
1366
MS
Madison Scottsdale
Arizona
$301K $0 2 0.29% Maintained
1367
KCM
Kanawha Capital Management
Virginia
$299K $0 1 0.06% Maintained
1368
Aristotle Capital Management
Aristotle Capital Management
California
$296K +$33.3K 1 0.01% Increased
1369
IAM
Iridian Asset Management
Connecticut
$296K -$13.1K 1 0% Reduced
1370
FC
Fiera Capital
New York
$295K +$282K 1 0.02% New
1371
YCM
Yorkville Capital Management
New York
$292K $0 1 0.26% Maintained
1372
FDS
First Dallas Securities
Texas
$291K $0 1 0.22% Maintained
1373
IB
Intrust Bank
Kansas
$291K -$177K 1 0.14% Reduced
1374
Accredited Investors
Accredited Investors
Minnesota
$290K $0 1 0.11% Maintained
1375
LCM
Liberty Capital Management
Michigan
$288K -$2.03K 1 0.23% Reduced