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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
FHC
First Heartland Consultants
Missouri
$334K -$69.8K 2 0.14% Reduced
1527
VNA
VNBTrust National Association
Virginia
$332K -$224K 2 0.19% Reduced
1528
BW
Bison Wealth
Georgia
$330K +$30.1K 1 0.22% Increased
1529
SWM
SVA Wealth Management
Wisconsin
$329K +$20.1K 1 0.06% Increased
1530
KCM
Karp Capital Management
California
$328K +$303K 3 0.22% Increased
1531
JWA
JFS Wealth Advisors
Pennsylvania
$325K +$70K 2 0.14% Increased
1532
ED
Exane Derivatives
France
$324K +$95.3K 3 0.04% Increased
1533
JIP
Jaffetilchin Investment Partners
Florida
$324K +$358K 1 0.12% New
1534
WA
WFG Advisors
Texas
$324K -$67.9K 7 0.1% Reduced
1535
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$322K -$8.16K 1 0.06% Reduced
1536
VanEck Associates
VanEck Associates
New York
$322K +$69K 2 0% Increased
1537
SIM
Strategic Investment Management
Virginia
$320K +$320K 1 0.12% New
1538
CCM
Cohen Capital Management
California
$317K $0 1 0.09% Maintained
1539
SAM
Shikiar Asset Management
New York
$317K -$124K 1 0.16% Reduced
1540
GIP
Greatmark Investment Partners
Georgia
$316K -$19.8K 1 0.15% Reduced
1541
AIM
Acropolis Investment Management
Missouri
$315K -$124K 1 0.07% Reduced
1542
BIC
Beach Investment Counsel
Pennsylvania
$313K -$129K 1 0.04% Reduced
1543
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$310K +$27.2K 1 0.11% Increased
1544
CSMF
Charles Stewart Mott Foundation
Michigan
$310K +$331K 1 0.35% New
1545
Washington Trust
Washington Trust
Rhode Island
$310K -$20.8K 1 0.02% Reduced
1546
WP
WMS Partners
Maryland
$308K -$127K 1 0.05% Reduced
1547
SFM
Signature Financial Management
Virginia
$307K +$126K 1 0.19% Increased
1548
Whitebox Advisors
Whitebox Advisors
Minnesota
$307K -$8.5M 1 0.01% Reduced
1549
SIM
Sonora Investment Management
Arizona
$306K +$337K 6 0.09% New
1550
BSB
Bangor Savings Bank
Maine
$305K -$73.4K 1 0.08% Reduced