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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
1551	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$3.22M	-$3.36M	1	0.38%	Reduced
1552	HC Hendley & Co Zanesville, Ohio	$3.22M	-$2.27M	1	1.14%	Reduced
1553	BONH Bank of New Hampshire Laconia, New Hampshire	$3.22M	-$330K	6	0.67%	Reduced
1554	Sanibel Captiva Trust Company Sanibel, Florida	$3.22M	-$25.8M	3	0.08%	Reduced
1555	Meridian Wealth Management Lexington, Kentucky	$3.21M	-$553K	5	0.1%	Reduced
1556	HJIM Henry James International Management New York	$3.21M	$0	1	0.96%	Maintained
1557	TMC Themes Management Co Greenwich, Connecticut	$3.2M	-$2.31M	1	2.12%	Reduced
1558	NC NovaPoint Capital Atlanta, Georgia	$3.19M	-$2.37M	2	0.66%	Reduced
1559	PPWP Premier Path Wealth Partners Madison, New Jersey	$3.19M	-$535K	4	0.37%	Reduced
1560	AWM Adams Wealth Management Logan, Utah	$3.19M	+$870K	1	0.61%	Increased
1561	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$3.19M	+$1.86M	3	1.06%	Increased
1562	BSAM Blue Square Asset Management New York	$3.18M	+$11.4K	2	1.29%	Increased
1563	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3.17M	-$447K	15	0.22%	Reduced
1564	WDA Wendell David Associates Portsmouth, New Hampshire	$3.17M	-$1.57M	4	0.33%	Reduced
1565	LAM Lummis Asset Management Fort Worth, Texas	$3.15M	-$32K	2	1.89%	Reduced
1566	BWM Buckley Wealth Management Las Vegas, Nevada	$3.15M	-$224K	2	0.78%	Reduced
1567	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$3.14M	-$740K	3	0.54%	Reduced
1568	HighPoint Advisor Group Downers Grove, Illinois	$3.14M	-$2.04M	3	0.11%	Reduced
1569	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$3.13M	-$582K	13	0.19%	Reduced
1570	MWM MFG Wealth Management Indianapolis, Indiana	$3.13M	+$2.79M	1	2.24%	New
1571	Gradient Investments Arden Hills, Minnesota	$3.13M	+$457K	2	0.04%	Increased
1572	SFG Stonebridge Financial Group San Rafael, California	$3.12M	+$3.11M	1	0.43%	New
1573	PFA Pathway Financial Advisors South Burlington, Vermont	$3.12M	-$3.03M	1	0.36%	Reduced
1574	HH Hilltop Holdings Dallas, Texas	$3.11M	-$637K	4	0.24%	Reduced
1575	LS Leelyn Smith Geneva, Illinois	$3.11M	-$2.66M	2	0.38%	Reduced