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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
KFA
Kays Financial Advisory
Georgia
$409K +$382K 1 0.31% New
1402
ITIM
Indiana Trust & Investment Management
Indiana
$408K +$14.1K 2 0.23% Increased
1403
SFPIA
Stevens First Principles Investment Advisors
California
$406K -$8.68K 2 0.24% Reduced
1404
Aristotle Capital Management
Aristotle Capital Management
California
$398K +$69.6K 1 0.01% Increased
1405
GIP
Granite Investment Partners
California
$395K $0 1 0.06% Maintained
1406
BBI
Baxter Bros Inc
Connecticut
$394K +$78 1 0.18% Increased
1407
PAM
Private Asset Management
California
$393K +$52.1K 1 0.07% Increased
1408
LGC
Laurel Grove Capital
California
$384K $0 1 0.23% Maintained
1409
CFA
Carroll Financial Associates
North Carolina
$382K -$104K 5 0.14% Reduced
1410
BHB
Bank Hapoalim BM
Israel
$380K +$361K 1 0.12% New
1411
RCA
Rex Capital Advisors
Rhode Island
$376K $0 1 0.41% Maintained
1412
CL
CIM LLC
New York
$376K -$5.12K 1 0.2% Reduced
1413
FWSM
First Wilshire Securities Management
California
$375K $0 1 0.06% Maintained
1414
Greenleaf Trust
Greenleaf Trust
Michigan
$374K +$3.99K 1 0.01% Increased
1415
LW
Linscomb Wealth
Texas
$372K +$107K 1 0.05% Increased
1416
CFA
Cahill Financial Advisors
Minnesota
$370K +$352K 1 0.32% New
1417
AFG
Albion Financial Group
Utah
$365K $0 1 0.07% Maintained
1418
BDF
Balasa Dinverno & Foltz
$364K +$938 1 0.05% Increased
1419
ANBTV
American National Bank & Trust (Virginia)
Virginia
$363K -$13.6K 1 0.18% Reduced
1420
PWAG
Polaris Wealth Advisory Group
California
$363K +$172K 1 0.09% Increased
1421
HVIA
Hudson Valley Investment Advisors
New York
$362K +$8.68K 1 0.16% Increased
1422
HHMI
Howard Hughes Medical Institute
Maryland
$358K +$73.1K 2 0.05% Increased
1423
TIA
Tiemann Investment Advisors
California
$354K +$324K 1 0.42% New
1424
HIC
Hartline Investment Corp
Illinois
$352K $0 1 0.12% Maintained
1425
LBC
Lawrence B. Cohen
$352K -$17.4K 1 0.25% Reduced