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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
1426
FHC
First Heartland Consultants
Missouri
$597K +$49.3K 2 0.16% Increased
1427
LRPA
L. Roy Papp & Associates
Arizona
$595K -$4.76K 1 0.14% Reduced
1428
NERM
New England Research & Management
Illinois
$595K +$156K 1 0.49% Increased
1429
3NC
300 North Capital
California
$594K -$9.29M 1 3.64% Reduced
1430
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$586K +$597K 1 0.19% New
1431
QIM
Quantitative Investment Management
Virginia
$585K -$1.24M 1 0.09% Reduced
1432
BHB
Bank Hapoalim BM
Israel
$583K +$387K 1 0.11% Increased
1433
FMLI
Fukoku Mutual Life Insurance
Japan
$579K $0 2 0.09% Maintained
1434
CK
Carnick & Kubik
Colorado
$576K $0 1 0.47% Maintained
1435
LWM
LBA Wealth Management
Florida
$574K +$33.2K 1 0.36% Increased
1436
CBN
Cadence Bank NA
Texas
$570K -$3.26K 1 0.37% Reduced
1437
GLI
Guardian Life Insurance
New York
$569K $0 3 0.05% Maintained
1438
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$566K +$88.5K 1 0.01% Increased
1439
WFG
Windsor Financial Group
Minnesota
$566K $0 1 0.24% Maintained
1440
NL
NWAM LLC
Washington
$561K +$41.1K 1 0.23% Increased
1441
Choreo LLC
Choreo LLC
Illinois
$556K +$208K 1 0.14% Increased
1442
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$556K +$216K 2 0.01% Increased
1443
HI
Hudock Inc
Pennsylvania
$553K +$2.41K 4 0.25% Increased
1444
DSC
Duncker Streett & Co
Missouri
$551K +$2.19K 7 0.19% Increased
1445
CL
CSS LLC
Illinois
$550K $0 1 0.03% Maintained
1446
Brighton Jones LLC
Brighton Jones LLC
Washington
$548K -$74.8K 1 0.13% Reduced
1447
CPA
Capital Planning Advisors
California
$545K +$555K 1 0.32% New
1448
FIM
Fernwood Investment Management
Massachusetts
$544K $0 1 0.43% Maintained
1449
RIA
Regal Investment Advisors
Michigan
$544K -$17.5K 6 0.15% Reduced
1450
I2I
Insight 2811 Inc
Illinois
$542K -$466 1 0.26% Reduced