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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
1501
DWA
Dorsey Wright & Associates
California
$222K -$1.15M 1 0.03% Reduced
1502
ACM
Alta Capital Management
Utah
$220K +$5.43K 1 0.02% Increased
1503
WA
Wheatland Advisors
Pennsylvania
$220K +$99 1 0.2% Increased
1504
ITIM
Indiana Trust & Investment Management
Indiana
$219K $0 1 0.13% Maintained
1505
MCM
McRae Capital Management
New Jersey
$219K $0 1 0.11% Maintained
1506
PCA
Peddock Capital Advisors
Massachusetts
$219K $0 1 0.17% Maintained
1507
NCM
Nelson Capital Management
California
$216K -$16.6K 2 0.09% Reduced
1508
IAM
Impax Asset Management
New Hampshire
$214K -$17.2M 1 0.01% Reduced
1509
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$214K +$204K 1 0.12% New
1510
YIA
YHB Investment Advisors
Connecticut
$214K +$214K 1 0.05% New
1511
SHWM
Smith & Howard Wealth Management
Georgia
$212K $0 1 0.11% Maintained
1512
CIM
Contravisory Investment Management
Massachusetts
$211K -$10.8M 1 0.04% Reduced
1513
GPCM
Granite Point Capital Management
Massachusetts
$211K -$89.3K 1 0.15% Reduced
1514
WP
WMS Partners
Maryland
$211K $0 1 0.03% Maintained
1515
CCT
Capital City Trust
Florida
$208K +$191K 1 0.09% New
1516
PMG
ProVise Management Group
Florida
$207K $0 1 0.04% Maintained
1517
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$205K -$18.6K 1 0.12% Reduced
1518
Ballentine Partners
Ballentine Partners
Massachusetts
$202K +$202K 1 0.02% New
1519
CASB
Cape Ann Savings Bank
Massachusetts
$202K +$193K 1 0.29% New
1520
WPIC
White Pine Investment Company
Michigan
$202K +$192K 1 0.12% New
1521
WCM
Wisconsin Capital Management
Wisconsin
$201K +$192K 1 0.07% New
1522
GSC
Ground Swell Capital
South Carolina
$200K +$193K 7 0.39% New
1523
JFA
JNBA Financial Advisors
Minnesota
$192K -$65.4K 2 0.09% Reduced
1524
CMBA
C.M. Bidwell & Associates
Hawaii
$191K +$183K 1 0.04% New
1525
FWM
Focused Wealth Management
New York
$191K +$34.6K 4 0.15% Increased