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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
1401
2
2Xideas
Switzerland
$4.21M +$1.11M 1 1.81% Increased
1402
VNA
Valley National Advisers
Pennsylvania
$4.21M -$730K 5 0.47% Reduced
1403
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$4.18M +$837K 9 0.08% Increased
1404
DFG
Dupree Financial Group
Kentucky
$4.17M +$4.03M 1 1.56% New
1405
LGA
Lebenthal Global Advisors
New York
$4.16M +$184K 3 0.56% Increased
1406
MCM
Monument Capital Management
Virginia
$4.15M -$84.9K 2 0.84% Reduced
1407
PWP
Principle Wealth Partners
Connecticut
$4.15M -$1.86M 4 0.2% Reduced
1408
Diversify Advisory Services
Diversify Advisory Services
Utah
$4.14M +$2.77M 4 0.07% Increased
1409
Diversify Wealth Management
Diversify Wealth Management
Utah
$4.14M -$602K 4 0.07% Reduced
1410
GAB
German American Bancorp
Indiana
$4.13M -$3.59M 2 0.31% Reduced
1411
LAM
Lynch Asset Management
Pennsylvania
$4.13M $0 1 1.13% Maintained
1412
APWM
Argonautica Private Wealth Management
Massachusetts
$4.12M -$354K 1 1.01% Reduced
1413
TSS
Two Sigma Securities
New York
$4.11M -$1.04M 6 0.35% Reduced
1414
FRM
Fox Run Management
Connecticut
$4.1M -$1.71M 6 0.68% Reduced
1415
SAM
Summit Asset Management
Tennessee
$4.09M -$1.04M 2 0.52% Reduced
1416
QI
Qtron Investments
Massachusetts
$4.07M -$339K 4 0.54% Reduced
1417
NFG
Nations Financial Group
Iowa
$4.06M +$84.8K 5 0.19% Increased
1418
EC
EntryPoint Capital
New York
$4.04M -$1.4M 6 0.98% Reduced
1419
SOW
State of Wyoming
Wyoming
$4.03M -$628K 11 0.41% Reduced
1420
RCA
Resonant Capital Advisors
Wisconsin
$4.02M -$182K 8 0.19% Reduced
1421
WAM
Westport Asset Management
Connecticut
$4.01M +$167K 2 1.64% Increased
1422
AF
Ally Financial
Michigan
$4.01M +$592K 2 0.52% Increased
1423
CAM
Cypress Asset Management
Texas
$4.01M -$2.7M 2 0.78% Reduced
1424
CI
CacheTech Inc
Utah
$4.01M +$1.27M 1 0.65% Increased
1425
DL
Dockside LLC
New York
$4.01M +$3.55M 2 0.94% New