← All themes

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
1501
BII
Baring International Investment
United Kingdom
$242K +$247K 1 0.01% New
1502
FFA
First Foundation Advisors
California
$240K -$29.5K 1 0.03% Reduced
1503
MCM
Maple Capital Management
Vermont
$240K $0 1 0.09% Maintained
1504
NIM
NuWave Investment Management
New Jersey
$240K -$1.42M 3 0.71% Reduced
1505
DA
Dunvegan Associates
California
$239K +$39.3K 3 0.2% Increased
1506
YMRC
Yorktown Management & Research Company
Virginia
$239K +$28.9K 1 0.05% Increased
1507
SIM
Strategic Investment Management
Virginia
$238K +$8.46K 1 0.04% Increased
1508
AIM
Allen Investment Management
New York
$237K +$247K 1 0.04% New
1509
DF Dent & Co
DF Dent & Co
Maryland
$237K -$708K 1 0.01% Reduced
1510
PMG
ProVise Management Group
Florida
$232K -$33.1K 1 0.06% Reduced
1511
NCM
Nelson Capital Management
California
$231K $0 2 0.1% Maintained
1512
HCM
Hengehold Capital Management
Ohio
$229K -$14.1K 1 0.08% Reduced
1513
FAM
Formidable Asset Management
Ohio
$227K -$596K 2 0.16% Reduced
1514
Colony Group
Colony Group
Massachusetts
$225K +$17K 4 0.03% Increased
1515
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$223K $0 1 0.15% Maintained
1516
PHAM
Palisades Hudson Asset Management
Florida
$223K $0 1 0.19% Maintained
1517
NEPWA
New England Private Wealth Advisors
Massachusetts
$222K +$10.6K 1 0.09% Increased
1518
LPT
Legacy Private Trust
Wisconsin
$221K +$5.06K 1 0.04% Increased
1519
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$219K -$2.52M 1 0% Reduced
1520
ITIM
Indiana Trust & Investment Management
Indiana
$219K -$193K 1 0.14% Reduced
1521
MCM
McRae Capital Management
New Jersey
$219K $0 1 0.11% Maintained
1522
NIA
Northstar Investment Advisors
Colorado
$218K $0 1 0.06% Maintained
1523
RIG
Roosevelt Investment Group
New York
$217K +$216K 1 0.01% New
1524
TT
Tower Trust
Indiana
$215K $0 1 0.14% Maintained
1525
ACM
Alta Capital Management
Utah
$214K +$213K 1 0.02% New