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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
AWP
Ascent Wealth Partners
New York
$476K +$5.9K 1 0.26% Increased
1527
DBIA
Dumont & Blake Investment Advisors
New Jersey
$476K +$2.84K 1 0.25% Increased
1528
GLI
Guardian Life Insurance
New York
$472K -$124K 3 0.04% Reduced
1529
LWM
LBA Wealth Management
Florida
$472K +$66.2K 3 0.27% Increased
1530
Regents of the University of California
Regents of the University of California
California
$471K $0 1 1.63% Maintained
1531
CL
CPWM LLC
Washington
$470K +$281 1 0.1% Increased
1532
BOS
Bingham Osborn & Scarborough
California
$468K +$37.6K 1 0.05% Increased
1533
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$468K -$17.4K 1 0.32% Reduced
1534
Wedge Capital Management
Wedge Capital Management
North Carolina
$468K -$443K 1 0% Reduced
1535
SCP
Sandhill Capital Partners
New York
$463K -$4.65K 1 0.15% Reduced
1536
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$461K -$72.3K 1 0.17% Reduced
1537
AI
ArchPoint Investors
Florida
$457K $0 1 0.25% Maintained
1538
DAM
Doheny Asset Management
California
$457K $0 1 0.24% Maintained
1539
RQS
Ramsey Quantitative Systems
Kentucky
$457K -$51.7K 1 0.47% Reduced
1540
SIG
Schooner Investment Group
Pennsylvania
$457K $0 2 0.88% Maintained
1541
CCG
Chatham Capital Group
Georgia
$456K +$413K 1 0.14% New
1542
CT
Cambridge Trust
Massachusetts
$453K +$29.2K 1 0.04% Increased
1543
Washington Trust
Washington Trust
Rhode Island
$452K +$41K 1 0.03% Increased
1544
CA
Capital Advantage
California
$449K +$418K 1 0.16% New
1545
IC
Intersect Capital
California
$448K +$188K 1 0.28% Increased
1546
AssetMark Inc
AssetMark Inc
California
$443K -$91.4K 6 0.01% Reduced
1547
BDF
Balasa Dinverno & Foltz
$441K +$375 1 0.08% Increased
1548
IIC
Integrated Investment Consultants
Michigan
$439K +$400K 6 0.25% New
1549
TNB
Thomasville National Bank
Georgia
$430K +$57.9K 1 0.13% Increased
1550
TAM
Taylor Asset Management
Ontario, Canada
$426K $0 1 0.11% Maintained