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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
SOAMC
Spirit of America Management Corp
New York
$832K +$148K 2 0.09% Increased
1502
RB
Rodgers Brothers
Pennsylvania
$830K $0 1 0.31% Maintained
1503
FBT
First Bank & Trust
South Dakota
$828K +$272K 3 0.72% Increased
1504
LCP
Legacy Capital Partners
Wisconsin
$828K +$6.74K 1 0.46% Increased
1505
First Horizon Advisors
First Horizon Advisors
Tennessee
$826K +$94.2K 8 0.09% Increased
1506
CG
CFO4Life Group
Texas
$821K +$781K 2 0.74% New
1507
Balentine LLC
Balentine LLC
Georgia
$816K +$90.6K 6 0.08% Increased
1508
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$813K $0 1 0.1% Maintained
1509
CFA
Carroll Financial Associates
North Carolina
$813K -$18.2K 5 0.1% Reduced
1510
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$813K +$800K 1 0.09% New
1511
WIM
Westside Investment Management
California
$802K +$310K 4 0.38% Increased
1512
MLL
Moody Lynn & Lieberson
Massachusetts
$801K -$998K 1 0.11% Reduced
1513
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$797K +$308K 2 0.1% Increased
1514
AE Wealth Management
AE Wealth Management
Kansas
$794K +$70.8K 1 0.15% Increased
1515
PL
Parkwood LLC
Ohio
$793K -$121K 2 0.11% Reduced
1516
RP
Rowlandmiller & Partners
Georgia
$792K +$12.2K 2 0.35% Increased
1517
Clearstead Advisors
Clearstead Advisors
Ohio
$792K -$233K 1 0.12% Reduced
1518
GIM
Guardian Investment Management
California
$789K +$455K 1 0.86% Increased
1519
PCM
Perkins Capital Management
Minnesota
$784K -$32.5K 1 0.81% Reduced
1520
TCM
Tanaka Capital Management
New York
$782K -$175K 1 1.72% Reduced
1521
CCM
Carlson Capital Management
Minnesota
$781K -$336K 1 0.25% Reduced
1522
BLA
Balter Liquid Alternatives
Massachusetts
$780K +$664K 1 1.12% New
1523
AWA
ARS Wealth Advisors
Florida
$777K +$33.8K 1 0.33% Increased
1524
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$772K -$157K 2 0.04% Reduced
1525
FIB
First Interstate Bank
Montana
$770K -$36.5K 6 0.16% Reduced