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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
ST
Sentinel Trust
Texas
$532K +$514K 1 0.14% New
1352
WMC
Westwood Management Corporation
Illinois
$531K +$505K 1 0.09% New
1353
TAM
Telluride Asset Management
Minnesota
$524K +$178K 2 0.45% Increased
1354
KFA
Kays Financial Advisory
Georgia
$519K +$381 1 0.37% Increased
1355
TYCC
Texas Yale Capital Corp
Florida
$517K $0 1 0.06% Maintained
1356
CFA
Cahill Financial Advisors
Minnesota
$516K +$4.68K 1 0.4% Increased
1357
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$515K +$22.1K 1 0.33% Increased
1358
IHL
Investment House LLC
California
$512K $0 2 0.09% Maintained
1359
BGAM
Boussard & Gavaudan Asset Management
United Kingdom
$511K -$118K 2 0.26% Reduced
1360
CCM
Carlson Capital Management
Minnesota
$511K $0 1 0.21% Maintained
1361
FIM
Fernwood Investment Management
Massachusetts
$511K -$13.9K 1 0.42% Reduced
1362
CL
CSS LLC
Illinois
$510K $0 1 0.02% Maintained
1363
TDC
Thompson Davis & Co
Virginia
$510K +$339K 4 0.74% Increased
1364
HRIA
Haberer Registered Investment Advisor
Ohio
$509K -$3K 2 0.23% Reduced
1365
CBN
Cadence Bank NA
Texas
$497K +$195K 1 0.27% Increased
1366
TCM
Tradewinds Capital Management
Washington
$497K $0 5 0.38% Maintained
1367
BBI
Baxter Bros Inc
Connecticut
$496K +$95K 1 0.2% Increased
1368
NAM
Nichols Asset Management
Massachusetts
$496K $0 2 0.1% Maintained
1369
LWI
Long Wharf Investors
Massachusetts
$489K +$17.2K 1 0.38% Increased
1370
BG
Bollard Group
Massachusetts
$487K $0 1 0.05% Maintained
1371
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$471K -$2.44M 1 0.01% Reduced
1372
Thomaspartners
Thomaspartners
Massachusetts
$468K -$84 1 0.01% Reduced
1373
BHB
Bank Hapoalim BM
Israel
$467K +$93.1K 1 0.11% Increased
1374
PMFA
Plante Moran Financial Advisors
Michigan
$466K +$43.9K 6 0.42% Increased
1375
WA
WFG Advisors
Texas
$466K +$854 8 0.09% Increased