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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
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$858K -$389K 3 0.74% Reduced
1527
CFA
Carroll Financial Associates
North Carolina
$852K -$28.7K 5 0.1% Reduced
1528
SAM
Shikiar Asset Management
New York
$852K -$30.9K 1 0.37% Reduced
1529
WIM
Westside Investment Management
California
$851K +$31.3K 5 0.51% Increased
1530
CNB
Camden National Bank
Maine
$851K $0 1 0.25% Maintained
1531
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$850K +$787K 3 0.06% New
1532
SignatureFD
SignatureFD
Georgia
$846K +$61.2K 2 0.11% Increased
1533
Reinhart Partners
Reinhart Partners
Wisconsin
$829K -$68.2K 2 0.09% Reduced
1534
Boothbay Fund Management
Boothbay Fund Management
New York
$828K -$1.92M 2 0.14% Reduced
1535
Perpetual Ltd
Perpetual Ltd
Australia
$819K -$7.67M 2 0.11% Reduced
1536
FAM
Foresters Asset Management
Ontario, Canada
$816K $0 1 0.32% Maintained
1537
BWM
BigSur Wealth Management
Florida
$815K $0 1 0.82% Maintained
1538
CFA
Cahill Financial Advisors
Minnesota
$812K +$79K 1 0.43% Increased
1539
ACM
Alethea Capital Management
Washington
$808K +$137K 1 0.95% Increased
1540
HR
Howe & Rusling
New York
$808K +$255K 5 0.15% Increased
1541
DBIA
Dumont & Blake Investment Advisors
New Jersey
$807K -$133K 1 0.35% Reduced
1542
FC
Ferris Capital
Massachusetts
$803K -$106K 2 0.4% Reduced
1543
HA
Harbor Advisors
Florida
$799K $0 1 0.29% Maintained
1544
Modera Wealth Management
Modera Wealth Management
New Jersey
$796K -$19.5K 1 0.18% Reduced
1545
TAM
Taylor Asset Management
Ontario, Canada
$796K $0 1 0.26% Maintained
1546
ANBT
American National Bank & Trust
Texas
$795K +$350K 1 0.24% Increased
1547
RP
Rowlandmiller & Partners
Georgia
$790K -$12K 2 0.33% Reduced
1548
AIM
Anchor Investment Management
South Carolina
$785K +$8.74K 5 0.23% Increased
1549
MBT
Montecito Bank & Trust
California
$783K +$40.7K 1 0.27% Increased
1550
MWP
MYCIO Wealth Partners
Pennsylvania
$783K -$383K 2 0.09% Reduced