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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
BDF
Balasa Dinverno & Foltz
$408K +$258 1 0.06% Increased
1477
Choreo LLC
Choreo LLC
Illinois
$405K +$57.6K 1 0.11% Increased
1478
BOS
Bingham Osborn & Scarborough
California
$403K -$20.5K 1 0.05% Reduced
1479
MCA
Mercer Capital Advisers
New Jersey
$402K +$386K 2 0.35% New
1480
AFG
Albion Financial Group
Utah
$400K $0 1 0.07% Maintained
1481
PGA
Portland Global Advisors
Maine
$399K +$55K 1 0.21% Increased
1482
TFA
Toth Financial Advisory
Virginia
$396K +$383K 1 0.14% New
1483
BSB
Bangor Savings Bank
Maine
$395K -$430 1 0.1% Reduced
1484
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$392K -$11.7K 1 0.06% Reduced
1485
GIP
Greatmark Investment Partners
Georgia
$392K $0 1 0.17% Maintained
1486
IH
IFC Holdings
Florida
$390K -$222K 1 0.06% Reduced
1487
VIM
Veritas Investment Management
United Kingdom
$390K $0 1 0.7% Maintained
1488
BB
Bell Bank
North Dakota
$389K -$1.86K 1 0.27% Reduced
1489
HVIA
Hudson Valley Investment Advisors
New York
$383K +$9.55K 1 0.16% Increased
1490
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$381K $0 1 0.18% Maintained
1491
UAM
UAS Asset Management
New York
$378K +$362K 1 0.2% New
1492
FM
Forward Management
California
$367K -$41.9K 1 0.02% Reduced
1493
PRCP
Pacific Ridge Capital Partners
Oregon
$367K +$1.26K 1 0.16% Increased
1494
Washington Trust
Washington Trust
Rhode Island
$367K -$7.48K 1 0.03% Reduced
1495
CFMC
Curbstone Financial Management Corp
New Hampshire
$362K -$7.31K 1 0.28% Reduced
1496
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$361K +$346K 1 0.34% New
1497
Accredited Investors
Accredited Investors
Minnesota
$357K +$7.57K 1 0.11% Increased
1498
Harris Associates
Harris Associates
Illinois
$357K $0 1 0% Maintained
1499
SFU
Stonehage Fleming (UK)
United Kingdom
$357K -$470 2 0.18% Reduced
1500
TDC
Thompson Davis & Co
Virginia
$357K -$216K 5 0.41% Reduced