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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
MBT
Montecito Bank & Trust
California
$631K -$13.2K 2 0.35% Reduced
1402
AT
Acadia Trust
Maine
$628K $0 1 0.23% Maintained
1403
CFA
Carroll Financial Associates
North Carolina
$625K -$3.08K 4 0.14% Reduced
1404
OIA
Optimum Investment Advisors
Illinois
$620K +$661K 2 0.25% New
1405
CB
Community Bank
New York
$619K $0 2 0.16% Maintained
1406
Meag Munich Ergo
Meag Munich Ergo
Germany
$615K -$11.3M 3 0.03% Reduced
1407
RB
Rodgers Brothers
Pennsylvania
$613K -$5.1K 1 0.31% Reduced
1408
LCP
Legacy Capital Partners
Wisconsin
$612K +$142K 1 0.42% Increased
1409
JCP
Jabre Capital Partners
Switzerland
$609K +$717K 1 0.11% New
1410
MRCM
M&R Capital Management
New Jersey
$608K -$176K 1 0.17% Reduced
1411
CS
Comerica Securities
Michigan
$604K -$241K 1 0.16% Reduced
1412
SNT
Security National Trust
West Virginia
$604K +$41.2K 4 0.24% Increased
1413
IC
IKOS CIF
Cyprus
$596K +$481K 3 1.74% Increased
1414
CPA
Capital Planning Advisors
California
$592K +$92.2K 1 0.39% Increased
1415
CAM
Centre Asset Management
New York
$592K $0 1 0.1% Maintained
1416
AAM
Auxier Asset Management
Oregon
$584K $0 1 0.14% Maintained
1417
LMAM
Legg Mason Asset Management
Japan
$584K +$621K 1 0.59% New
1418
FMLI
Fukoku Mutual Life Insurance
Japan
$581K +$70.9K 2 0.11% Increased
1419
PMFA
Plante Moran Financial Advisors
Michigan
$575K -$4.58K 6 0.45% Reduced
1420
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$570K +$185K 3 0.19% Increased
1421
Choreo LLC
Choreo LLC
Illinois
$568K +$54.9K 1 0.15% Increased
1422
TRIM
Thompson Rubinstein Investment Management
Oregon
$566K $0 1 0.25% Maintained
1423
Capital Investment Advisors
Capital Investment Advisors
Georgia
$560K -$25.9K 1 0.06% Reduced
1424
CK
Carnick & Kubik
Colorado
$556K +$22.8K 1 0.39% Increased
1425
KCP
Kortright Capital Partners
New York
$552K +$66.9K 2 0.59% Increased