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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
Oberweis Asset Management
Oberweis Asset Management
Illinois
$408K +$200K 1 0.11% Increased
1502
BOK
Bank of Kentucky
Kentucky
$406K +$50.9K 2 0.09% Increased
1503
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$406K -$83.6K 1 0.5% Reduced
1504
BB
Bell Bank
North Dakota
$404K -$2.69K 1 0.28% Reduced
1505
CFMC
Curbstone Financial Management Corp
New Hampshire
$404K +$25.4K 1 0.27% Increased
1506
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$403K +$37.2K 1 0.1% Increased
1507
Mariner
Mariner
Kansas
$401K -$204K 1 0.03% Reduced
1508
TH
Timber Hill
Connecticut
$393K -$2.7M 1 0% Reduced
1509
Alpha Cubed Investments
Alpha Cubed Investments
California
$387K +$33.7K 1 0.12% Increased
1510
BOS
Bingham Osborn & Scarborough
California
$385K -$34.3K 1 0.05% Reduced
1511
Calamos Wealth Management
Calamos Wealth Management
Illinois
$382K +$373K 1 0.1% New
1512
SFU
Stonehage Fleming (UK)
United Kingdom
$381K -$44.9K 1 0.18% Reduced
1513
F
FolioMetrix
Nebraska
$377K $0 1 0.19% Maintained
1514
SWM
SVA Wealth Management
Wisconsin
$376K +$362K 1 0.07% New
1515
CFA
Carroll Financial Associates
North Carolina
$374K +$257K 3 0.16% Increased
1516
Harris Associates
Harris Associates
Illinois
$372K $0 1 0% Maintained
1517
IH
IFC Holdings
Florida
$368K -$24.1K 1 0.06% Reduced
1518
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$367K -$10.1K 1 0.33% Reduced
1519
FFA
First Foundation Advisors
California
$366K -$213K 1 0.03% Reduced
1520
Accredited Investors
Accredited Investors
Minnesota
$365K -$7.96K 1 0.09% Reduced
1521
ACM
Ativo Capital Management
Illinois
$362K +$7.05K 1 0.14% Increased
1522
Klingman & Associates
Klingman & Associates
New York
$361K +$20.2K 2 0.15% Increased
1523
Choreo LLC
Choreo LLC
Illinois
$360K -$61K 1 0.09% Reduced
1524
HVIA
Hudson Valley Investment Advisors
New York
$358K -$40.7K 1 0.12% Reduced
1525
DCM
Dynamic Capital Management
Jersey
$357K -$168K 1 0.13% Reduced