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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
1526
Allworth Financial
Allworth Financial
California
$212K -$2.86K 1 0.09% Reduced
1527
PFSC
Peoples Financial Services Corp
Pennsylvania
$211K -$16.1K 3 0.16% Reduced
1528
SKK
Shepherd Kaplan Krochuk
Massachusetts
$210K -$423K 1 0.02% Reduced
1529
WP
WMS Partners
Maryland
$210K $0 1 0.03% Maintained
1530
OA
Outfitter Advisors
Virginia
$204K $0 1 0.08% Maintained
1531
FIMG
Financial & Investment Management Group
Michigan
$202K -$35.9K 1 0.06% Reduced
1532
SHWM
Smith & Howard Wealth Management
Georgia
$201K $0 1 0.11% Maintained
1533
PCA
Peddock Capital Advisors
Massachusetts
$200K $0 1 0.16% Maintained
1534
IAM
Iridian Asset Management
Connecticut
$195K -$94.7K 1 0% Reduced
1535
RFA
Reilly Financial Advisors
California
$188K +$60K 3 0.04% Increased
1536
VNB
Valley National Bancorp
New York
$185K $0 3 0.24% Maintained
1537
PCTC
Perkins Coie Trust Company
Washington
$184K +$55.3K 2 0.18% Increased
1538
TDC
Thompson Davis & Co
Virginia
$183K -$427K 2 0.3% Reduced
1539
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$182K +$17.6K 7 0.11% Increased
1540
EEG
E.E. Geduld
$181K +$157K 1 0.1% New
1541
LWM
Lenox Wealth Management
Ohio
$181K -$16.6K 1 0.09% Reduced
1542
DBT
Dubuque Bank & Trust
Iowa
$175K -$94.1K 2 0.03% Reduced
1543
CIS
Connors Investor Services
Pennsylvania
$174K +$150K 1 0.04% New
1544
LC
Lubar & Co
Wisconsin
$171K -$259K 1 0.14% Reduced
1545
NCA
NCM Capital Advisers
North Carolina
$169K -$143K 1 0.27% Reduced
1546
SPM
Symmetry Peak Management
Pennsylvania
$166K +$181K 1 0.08% New
1547
MWP
MYCIO Wealth Partners
Pennsylvania
$159K -$2.54K 2 0.04% Reduced
1548
PAS
Partnervest Advisory Services
California
$159K +$46.4K 4 0.07% Increased
1549
FWM
Focused Wealth Management
New York
$157K -$28.7K 4 0.13% Reduced
1550
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$155K +$33.7K 4 0% Increased