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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
1476
FFA
First Foundation Advisors
California
$265K +$253K 1 0.04% New
1477
FTI
Fiduciary Trust International
Massachusetts
$263K -$46.1K 1 0.07% Reduced
1478
AT
Arvest Trust
Oklahoma
$261K -$8.68K 1 0.03% Reduced
1479
Waverly Advisors
Waverly Advisors
Alabama
$260K +$34.3K 6 0.09% Increased
1480
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$258K +$246K 1 0.19% New
1481
HCM
Hengehold Capital Management
Ohio
$257K -$9.62K 1 0.09% Reduced
1482
SGH
Schonfeld Group Holdings
New York
$257K +$239K 1 0.1% New
1483
DA
Denali Advisors
California
$254K +$110K 1 0.08% Increased
1484
FIMG
Financial & Investment Management Group
Michigan
$254K +$227K 1 0.08% New
1485
BGAM
Boussard & Gavaudan Asset Management
United Kingdom
$246K +$220K 1 0.17% New
1486
PC
Permit Capital
Pennsylvania
$244K +$53.5K 1 0.17% Increased
1487
TCTC Holdings
TCTC Holdings
Texas
$243K $0 1 0.01% Maintained
1488
TC
TradeLink Capital
Illinois
$243K -$32K 1 0.32% Reduced
1489
PGA
Portland Global Advisors
Maine
$242K $0 1 0.15% Maintained
1490
SBWM
Sunflower Bank Wealth Management
Arizona
$242K $0 1 0.12% Maintained
1491
SCA
Salient Capital Advisors
Texas
$240K +$225K 1 0.01% New
1492
HA
Hamel Associates
New Jersey
$239K +$227K 1 0.17% New
1493
MCM
Maple Capital Management
Vermont
$237K $0 1 0.09% Maintained
1494
CCA
Covey Capital Advisors
Georgia
$236K +$220K 1 0.13% New
1495
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$236K +$782 1 0.04% Increased
1496
LPT
Legacy Private Trust
Wisconsin
$235K +$215K 1 0.04% New
1497
NIA
Northstar Investment Advisors
Colorado
$234K -$52.8K 1 0.06% Reduced
1498
TT
Tower Trust
Indiana
$234K -$61.2K 1 0.14% Reduced
1499
CCA
Checchi Capital Advisers
California
$233K +$222K 1 0.18% New
1500
NCM
Nelson Capital Management
California
$232K $0 2 0.1% Maintained