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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
USGIU
U.S. Global Investors (USGI)
Texas
$220K +$6.06K 1 0.06% Increased
1502
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$219K +$223K 1 0.12% New
1503
RNC Capital Management
RNC Capital Management
California
$217K +$221K 1 0.02% New
1504
NIA
Northstar Investment Advisors
Colorado
$214K $0 1 0.06% Maintained
1505
T
TradeWorx
New Jersey
$213K -$380K 1 0.28% Reduced
1506
CASB
Cape Ann Savings Bank
Massachusetts
$212K +$35.8K 1 0.31% Increased
1507
NCM
Nelson Capital Management
California
$212K $0 2 0.08% Maintained
1508
PCM
Prelude Capital Management
New York
$212K -$462K 4 0.03% Reduced
1509
AWCI
Alpine Woods Capital Investors
New York
$211K -$80K 1 0.01% Reduced
1510
WP
WMS Partners
Maryland
$211K $0 1 0.03% Maintained
1511
VST
Van Strum & Towne
California
$210K +$213K 1 0.14% New
1512
DBT
Dubuque Bank & Trust
Iowa
$209K -$240K 4 0.03% Reduced
1513
CIS
Connors Investor Services
Pennsylvania
$208K $0 1 0.05% Maintained
1514
Allworth Financial
Allworth Financial
California
$207K $0 1 0.08% Maintained
1515
GPCM
Granite Point Capital Management
Massachusetts
$206K $0 1 0.1% Maintained
1516
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$205K +$208K 1 0% New
1517
TC
Taylor Cottrill
New Hampshire
$205K +$208K 1 0.1% New
1518
DA
Dunvegan Associates
California
$204K -$9.28K 3 0.18% Reduced
1519
Ballentine Partners
Ballentine Partners
Massachusetts
$203K $0 1 0.02% Maintained
1520
FFA
First Foundation Advisors
California
$203K -$35.9K 1 0.02% Reduced
1521
IT
Independence Trust
Tennessee
$201K +$204K 1 0.13% New
1522
NEPWA
New England Private Wealth Advisors
Massachusetts
$200K +$202K 1 0.08% New
1523
PCTC
Perkins Coie Trust Company
Washington
$200K +$21.6K 2 0.17% Increased
1524
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$196K -$9.43K 1 0.12% Reduced
1525
VNB
Valley National Bancorp
New York
$172K $0 3 0.2% Maintained