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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
FDS
First Dallas Securities
Texas
$350K $0 1 0.23% Maintained
1502
FIM
Freedom Investment Management
Connecticut
$349K +$42.3K 1 0.05% Increased
1503
First Horizon Advisors
First Horizon Advisors
Tennessee
$347K +$83.9K 7 0.05% Increased
1504
CIP
Convergence Investment Partners
Florida
$344K -$37.3K 1 0.05% Reduced
1505
Savant Capital
Savant Capital
Illinois
$344K -$51.1K 1 0.13% Reduced
1506
EMG
Ellington Management Group
Connecticut
$343K +$103K 1 0.11% Increased
1507
HCMT
Highland Capital Management (Texas)
Texas
$342K $0 1 0.01% Maintained
1508
ACM
Ativo Capital Management
Illinois
$340K -$45.3K 1 0.14% Reduced
1509
Welch Group
Welch Group
Alabama
$340K $0 2 0.07% Maintained
1510
BOK
Bank of Kentucky
Kentucky
$338K -$4.82K 2 0.07% Reduced
1511
Alpha Cubed Investments
Alpha Cubed Investments
California
$337K -$9.55K 1 0.13% Reduced
1512
Greenleaf Trust
Greenleaf Trust
Michigan
$337K $0 1 0.01% Maintained
1513
JWA
JFS Wealth Advisors
Pennsylvania
$336K +$14.1K 2 0.05% Increased
1514
CCM
Cohen Capital Management
California
$335K $0 1 0.09% Maintained
1515
Diversified Trust
Diversified Trust
Tennessee
$334K +$310K 1 0.03% New
1516
HIC
Hartline Investment Corp
Illinois
$329K -$25.9K 1 0.11% Reduced
1517
Klingman & Associates
Klingman & Associates
New York
$325K +$312K 1 0.14% New
1518
CPA
Cowen Prime Advisors
New York
$324K $0 2 0.13% Maintained
1519
EVM
Evelyn V. Moreno
$317K $0 1 0.12% Maintained
1520
GRQ
Gardner Russo & Quinn
Pennsylvania
$316K -$34.6K 1 0% Reduced
1521
NEPWA
New England Private Wealth Advisors
Massachusetts
$314K +$95.9K 1 0.12% Increased
1522
BL
BCWM LLC
Kansas
$314K +$1.47K 1 0.15% Increased
1523
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$310K +$297K 1 0% New
1524
SCM
Stonebridge Capital Management
California
$308K $0 1 0.12% Maintained
1525
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$307K -$5.45K 1 0.08% Reduced