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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
IAMOG
Investors Asset Management of Georgia
Georgia
$521K $0 2 0.43% Maintained
1502
SM
Sciencast Management
New Jersey
$520K -$239K 1 0.41% Reduced
1503
Modera Wealth Management
Modera Wealth Management
New Jersey
$519K +$12.3K 1 0.18% Increased
1504
Lido Advisors
Lido Advisors
California
$516K +$480K 1 0.17% New
1505
CCA
Cobblestone Capital Advisors
New York
$515K +$14.1K 1 0.08% Increased
1506
EC
Eachwin Capital
New York
$515K -$10.1K 1 0.49% Reduced
1507
ISB
Iowa State Bank
Iowa
$515K $0 1 0.29% Maintained
1508
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$515K +$209K 14 0.08% Increased
1509
Capital Guardian Trust
Capital Guardian Trust
California
$511K -$8.81K 3 0% Reduced
1510
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$511K -$17.7K 2 0.08% Reduced
1511
Koshinski Asset Management
Koshinski Asset Management
Illinois
$508K +$36.5K 1 0.33% Increased
1512
IFP Advisors
IFP Advisors
Florida
$507K -$2.45M 10 0.07% Reduced
1513
CL
CSS LLC
Illinois
$505K $0 1 0.03% Maintained
1514
PAM
Private Asset Management
California
$504K $0 1 0.09% Maintained
1515
SBL
Sargent Bickham Lagudis
Colorado
$502K +$468K 2 0.08% New
1516
FIM
Fernwood Investment Management
Massachusetts
$501K $0 1 0.51% Maintained
1517
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$499K -$119K 1 0.07% Reduced
1518
Boston Financial Management
Boston Financial Management
Massachusetts
$497K -$25K 1 0.07% Reduced
1519
NPIT
National Penn Investors Trust
Pennsylvania
$496K +$3.09K 1 0.06% Increased
1520
CFG
CNO Financial Group
Indiana
$491K $0 1 0.12% Maintained
1521
NCM
Narwhal Capital Management
Georgia
$491K +$459K 1 0.16% New
1522
PFS
Physicians Financial Services
North Carolina
$491K +$31.3K 1 0.44% Increased
1523
SNS Financial Group
SNS Financial Group
Minnesota
$489K $0 1 0.12% Maintained
1524
WFG
Windsor Financial Group
Minnesota
$486K $0 1 0.22% Maintained
1525
FC
Fayerweather Charles
$483K +$31K 1 0.68% Increased