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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
PVH
Psagot Value Holdings
Israel
$641K -$268K 1 0.03% Reduced
1502
WA
WBH Advisory
Maryland
$636K -$890K 1 0.22% Reduced
1503
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$631K -$1.44M 1 0.13% Reduced
1504
LK
Lumbard & Kellner
New Hampshire
$631K $0 1 0.43% Maintained
1505
CBN
Cadence Bank NA
Texas
$626K -$627 1 0.28% Reduced
1506
ATC
Argent Trust Co
Tennessee
$623K -$15K 1 0.26% Reduced
1507
CFA
Cahill Financial Advisors
Minnesota
$621K $0 1 0.4% Maintained
1508
GF
Gerstein Fisher
New York
$621K +$15.6K 1 0.08% Increased
1509
JIP
Jaffetilchin Investment Partners
Florida
$617K -$968K 2 0.2% Reduced
1510
AWA
ARS Wealth Advisors
Florida
$616K +$8.26K 1 0.26% Increased
1511
MFW
Meristem Family Wealth
Minnesota
$615K +$39.5K 1 0.26% Increased
1512
SCP
Syntal Capital Partners
Texas
$615K +$409K 2 0.37% Increased
1513
SMG
Spectrum Management Group
Indiana
$611K +$609K 1 0.25% New
1514
TCM
Tributary Capital Management
Nebraska
$609K +$612K 1 0.08% New
1515
GLI
Guardian Life Insurance
New York
$605K +$52.1K 4 0.06% Increased
1516
PIA
Phoenix Investment Adviser
New York
$602K -$47.5K 1 0.49% Reduced
1517
PAM
Private Asset Management
California
$598K +$11.7K 1 0.1% Increased
1518
TSWM
Triangle Securities Wealth Management
North Carolina
$597K -$2.93K 1 0.41% Reduced
1519
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$593K +$128K 2 0.41% Increased
1520
JWM
Jacobus Wealth Management
Wisconsin
$592K -$42.2K 2 0.17% Reduced
1521
Global X Management Company
Global X Management Company
New York
$589K -$4.01M 4 0.03% Reduced
1522
TC
Telemus Capital
Michigan
$589K -$1.1M 1 0.07% Reduced
1523
HCM
Harvey Capital Management
Florida
$582K $0 1 0.18% Maintained
1524
1CM
1492 Capital Management
Wisconsin
$580K -$31K 1 0.47% Reduced
1525
IWMPD
Integrated Wealth Management (Palm Desert)
California
$579K -$19.2K 4 0.21% Reduced