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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
1451
BC
Banced Corp
Illinois
$632K +$107K 1 1.11% Increased
1452
HHGA
Halbert Hargrove Global Advisors
California
$630K -$268K 1 0.23% Reduced
1453
IWMPD
Integrated Wealth Management (Palm Desert)
California
$630K -$85.4K 5 0.27% Reduced
1454
PM
Parametrica Management
Hong Kong
$630K +$583K 2 2.26% New
1455
LAM
Lingohr Asset Management
Germany
$625K -$83.5K 1 0.59% Reduced
1456
PTC
Provident Trust Company
Wisconsin
$624K $0 1 0.03% Maintained
1457
CBN
Cadence Bank NA
Texas
$619K +$35K 1 0.32% Increased
1458
FTI
Fiduciary Trust International
Massachusetts
$615K +$4.09K 1 0.2% Increased
1459
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$613K -$196K 2 0.01% Reduced
1460
IT
Independence Trust
Tennessee
$612K $0 1 0.97% Maintained
1461
MBT
Montecito Bank & Trust
California
$609K +$83.3K 1 0.27% Increased
1462
LK
Lumbard & Kellner
New Hampshire
$606K $0 1 0.44% Maintained
1463
Mariner
Mariner
Kansas
$606K +$198K 1 0.04% Increased
1464
AB
Atlas Brown
Kentucky
$603K $0 1 0.25% Maintained
1465
CFA
Cahill Financial Advisors
Minnesota
$601K -$10K 1 0.45% Reduced
1466
GF
Gerstein Fisher
New York
$601K +$138K 1 0.08% Increased
1467
FAB
First American Bank
Illinois
$599K -$37.3K 1 0.06% Reduced
1468
GBT
Grove Bank & Trust
Florida
$598K +$9.75K 3 0.55% Increased
1469
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$594K $0 1 0.4% Maintained
1470
HI
Hudock Inc
Pennsylvania
$594K +$2.4K 4 0.33% Increased
1471
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$593K +$31.3K 2 0.24% Increased
1472
Choreo LLC
Choreo LLC
Illinois
$586K -$86.1K 1 0.12% Reduced
1473
FFA
First Foundation Advisors
California
$583K -$109K 2 0.04% Reduced
1474
HCM
Horrell Capital Management
Arkansas
$580K +$3.85K 3 0.36% Increased
1475
JGC
J. Goldman & Co
New York
$576K +$447K 1 0.04% New