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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
CSA
Cottage Street Advisors
Massachusetts
$571K +$210K 2 0.46% Increased
1527
JMH
J.M. Hartwell
New York
$571K $0 1 0.15% Maintained
1528
Modera Wealth Management
Modera Wealth Management
New Jersey
$569K +$29.3K 1 0.2% Increased
1529
NG
Northstar Group
New York
$568K -$15.5K 2 0.42% Reduced
1530
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$558K +$561K 1 0.01% New
1531
NCM
Narwhal Capital Management
Georgia
$558K $0 1 0.18% Maintained
1532
Washington Trust
Washington Trust
Rhode Island
$554K +$83.5K 1 0.04% Increased
1533
Ruffer LLP
Ruffer LLP
United Kingdom
$552K $0 1 0.03% Maintained
1534
FTI
Fiduciary Trust International
Massachusetts
$547K -$144K 1 0.18% Reduced
1535
GLI
Guardian Life Insurance
New York
$547K +$46.3K 4 0.04% Increased
1536
Lido Advisors
Lido Advisors
California
$547K +$11.5K 1 0.17% Increased
1537
LCM
Landscape Capital Management
New Jersey
$546K -$682K 1 0.07% Reduced
1538
IAMOG
Investors Asset Management of Georgia
Georgia
$538K $0 2 0.42% Maintained
1539
PIA
Phoenix Investment Adviser
New York
$538K $0 1 0.5% Maintained
1540
CCA
Cobblestone Capital Advisors
New York
$535K $0 1 0.08% Maintained
1541
EC
Eachwin Capital
New York
$535K $0 1 0.51% Maintained
1542
ISB
Iowa State Bank
Iowa
$535K $0 1 0.29% Maintained
1543
ABP
Arthur B. Page
$532K -$1.37M 1 0.53% Reduced
1544
FIM
Freedom Investment Management
Connecticut
$532K -$198K 1 0.04% Reduced
1545
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$532K +$52.3K 1 0.2% Increased
1546
MFS
Monetta Financial Services
Illinois
$531K +$505K 1 0.34% New
1547
SBL
Sargent Bickham Lagudis
Colorado
$531K $0 2 0.08% Maintained
1548
DCM
Dynamic Capital Management
Jersey
$528K +$512K 2 0.06% New
1549
DCM
Dialectic Capital Management
Connecticut
$527K +$509K 1 0.17% New
1550
Koshinski Asset Management
Koshinski Asset Management
Illinois
$526K -$2.77K 1 0.29% Reduced