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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
BOS
Bingham Osborn & Scarborough
California
$395K +$19.3K 1 0.05% Increased
1527
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$395K -$243K 1 0.06% Reduced
1528
TAM
Taylor Asset Management
Ontario, Canada
$388K -$10.7M 1 0.07% Reduced
1529
Alpha Cubed Investments
Alpha Cubed Investments
California
$387K +$9.51K 1 0.1% Increased
1530
PSC
Piper Sandler & Co
Minnesota
$379K +$344K 1 0.23% New
1531
PSI
Pinnacle Summer Investments
Virginia
$378K -$669K 3 0.08% Reduced
1532
TI
Telemetry Investments
New York
$376K +$135K 1 0.17% Increased
1533
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$375K -$21.7K 1 0.42% Reduced
1534
CFMC
Curbstone Financial Management Corp
New Hampshire
$375K -$20.7K 1 0.25% Reduced
1535
PCM
Prelude Capital Management
New York
$374K -$474K 6 0.05% Reduced
1536
Rafferty Asset Management
Rafferty Asset Management
New York
$373K -$94.2K 1 0.03% Reduced
1537
JIC
Joel Isaacson & Co
New York
$372K -$1.52M 3 0.1% Reduced
1538
SWM
SVA Wealth Management
Wisconsin
$371K +$1.45K 1 0.07% Increased
1539
Natixis
Natixis
France
$370K -$701K 1 0.01% Reduced
1540
Twin Tree Management
Twin Tree Management
Texas
$370K +$131K 1 0.01% Increased
1541
TC
Teilinger Capital
Texas
$369K +$464K 1 0.62% New
1542
PIC
Portland Investment Counsel
Ontario, Canada
$365K -$59.3K 1 0.3% Reduced
1543
EVM
Evelyn V. Moreno
$364K +$27.2K 1 0.14% Increased
1544
SFS
Summit Financial Strategies
Ohio
$364K +$335K 1 0.28% New
1545
SFU
Stonehage Fleming (UK)
United Kingdom
$362K $0 1 0.16% Maintained
1546
CWM
Confluence Wealth Management
Oregon
$361K +$367K 1 0.2% New
1547
First Horizon Advisors
First Horizon Advisors
Tennessee
$361K +$27.6K 8 0.05% Increased
1548
IH
IFC Holdings
Florida
$355K -$23.3K 1 0.05% Reduced
1549
Klingman & Associates
Klingman & Associates
New York
$354K $0 2 0.14% Maintained
1550
Washington Trust
Washington Trust
Rhode Island
$354K +$21.3K 1 0.02% Increased