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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
LWI
Long Wharf Investors
Massachusetts
$530K -$46.6K 1 0.45% Reduced
1352
HI
Hudock Inc
Pennsylvania
$529K +$5.43K 5 0.44% Increased
1353
FHC
First Heartland Consultants
Missouri
$520K $0 2 0.26% Maintained
1354
AHC
Anderson Hoagland & Co
Missouri
$518K $0 1 0.34% Maintained
1355
HRIA
Haberer Registered Investment Advisor
Ohio
$511K -$1.86K 4 0.25% Reduced
1356
CFA
Cahill Financial Advisors
Minnesota
$510K +$134K 1 0.44% Increased
1357
CCM
Carlson Capital Management
Minnesota
$510K -$253K 1 0.22% Reduced
1358
NAM
Nichols Asset Management
Massachusetts
$509K $0 2 0.11% Maintained
1359
ICRM
Insight Capital Research & Management
California
$506K -$2.3M 1 0.12% Reduced
1360
LW
Linscomb Wealth
Texas
$498K +$120K 1 0.05% Increased
1361
KFA
Kays Financial Advisory
Georgia
$497K +$529 1 0.36% Increased
1362
First Horizon Advisors
First Horizon Advisors
Tennessee
$492K -$16.7K 8 0.07% Reduced
1363
OAM
Orinda Asset Management
California
$492K $0 1 1.05% Maintained
1364
MBT
Montecito Bank & Trust
California
$484K +$16.5K 2 0.3% Increased
1365
FIM
Fernwood Investment Management
Massachusetts
$481K -$65.5K 1 0.45% Reduced
1366
TCM
Tradewinds Capital Management
Washington
$478K -$38.7K 5 0.39% Reduced
1367
IHL
Investment House LLC
California
$475K $0 2 0.08% Maintained
1368
TYCC
Texas Yale Capital Corp
Florida
$474K $0 1 0.07% Maintained
1369
GP
Girard Partners
Pennsylvania
$471K -$86.8K 2 0.33% Reduced
1370
DSC
Duncker Streett & Co
Missouri
$470K +$16K 6 0.17% Increased
1371
Thomaspartners
Thomaspartners
Massachusetts
$468K +$83 1 0.01% Increased
1372
CCG
Chatham Capital Group
Georgia
$467K $0 1 0.19% Maintained
1373
CL
CSS LLC
Illinois
$467K -$1.36M 1 0.02% Reduced
1374
WA
WFG Advisors
Texas
$467K -$950K 8 0.09% Reduced
1375
CP
Coho Partners
Pennsylvania
$464K $0 1 0.03% Maintained