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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
1376
CP
Coho Partners
Pennsylvania
$465K $0 1 0.03% Maintained
1377
IA
Icon Advisers
Colorado
$465K $0 1 0.03% Maintained
1378
PIC
Portland Investment Counsel
Ontario, Canada
$465K +$488K 1 0.32% New
1379
RU
RobecoSam USA
New York
$465K -$307K 1 0.51% Reduced
1380
HCM
Harvey Capital Management
Florida
$464K $0 1 0.17% Maintained
1381
AHC
Anderson Hoagland & Co
Missouri
$463K $0 1 0.3% Maintained
1382
HH
Hilltop Holdings
Texas
$460K -$262K 1 0.21% Reduced
1383
TSWM
Triangle Securities Wealth Management
North Carolina
$459K -$50.3K 1 0.35% Reduced
1384
Wealthfront
Wealthfront
California
$457K +$133K 4 0.04% Increased
1385
DBT
Dubuque Bank & Trust
Iowa
$453K +$271K 4 0.07% Increased
1386
First Horizon Advisors
First Horizon Advisors
Tennessee
$453K -$24.6K 8 0.07% Reduced
1387
RGC
Roberts, Glore & Co
Illinois
$452K -$26.1K 1 0.31% Reduced
1388
CT
Cambridge Trust
Massachusetts
$448K -$25.7K 2 0.04% Reduced
1389
Boston Financial Management
Boston Financial Management
Massachusetts
$443K +$12K 1 0.06% Increased
1390
Perpetual Ltd
Perpetual Ltd
Australia
$442K +$442K 1 0.04% New
1391
TF
Trutina Financial
Washington
$437K -$96.7K 1 0.32% Reduced
1392
BB
Bell Bank
North Dakota
$435K -$137K 1 0.31% Reduced
1393
FM
Forward Management
California
$434K +$19.2K 1 0.03% Increased
1394
GF
Gerstein Fisher
New York
$434K +$42.1K 1 0.08% Increased
1395
HHC
Hutchin Hill Capital
New York
$430K +$401K 1 0.02% New
1396
ISB
Iowa State Bank
Iowa
$428K $0 1 0.29% Maintained
1397
AWA
ARS Wealth Advisors
Florida
$426K +$426K 1 0.21% New
1398
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$423K -$301K 1 0.07% Reduced
1399
HCMT
Highland Capital Management (Texas)
Texas
$422K +$393K 1 0.02% New
1400
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$414K $0 1 0.22% Maintained