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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
GRQ
Gardner Russo & Quinn
Pennsylvania
$350K $0 1 0% Maintained
1552
FFA
First Foundation Advisors
California
$348K -$10.3K 1 0.03% Reduced
1553
Greenleaf Trust
Greenleaf Trust
Michigan
$344K $0 1 0.01% Maintained
1554
MLL
Moody Lynn & Lieberson
Massachusetts
$343K -$3.21M 1 0.05% Reduced
1555
CCM
Cohen Capital Management
California
$342K $0 1 0.09% Maintained
1556
Element Capital Management
Element Capital Management
New York
$342K +$348K 2 0.12% New
1557
Colony Group
Colony Group
Massachusetts
$340K +$303K 4 0.04% Increased
1558
CPA
Cowen Prime Advisors
New York
$337K -$7K 1 0.13% Reduced
1559
PP
Pegasus Partners
Wisconsin
$332K +$342K 1 0.15% New
1560
UAM
UAS Asset Management
New York
$331K +$51.9K 1 0.17% Increased
1561
CASB
Cape Ann Savings Bank
Massachusetts
$327K -$535 1 0.46% Reduced
1562
BL
BCWM LLC
Kansas
$323K -$268 1 0.14% Reduced
1563
SHWM
Smith & Howard Wealth Management
Georgia
$322K $0 1 0.14% Maintained
1564
NEPWA
New England Private Wealth Advisors
Massachusetts
$321K $0 1 0.12% Maintained
1565
Allworth Financial
Allworth Financial
California
$316K +$186 3 0.11% Increased
1566
PC
Permit Capital
Pennsylvania
$315K $0 1 0.19% Maintained
1567
JWA
JFS Wealth Advisors
Pennsylvania
$312K -$14K 1 0.16% Reduced
1568
BW
Bison Wealth
Georgia
$311K -$4.74K 1 0.18% Reduced
1569
SCM
Stonebridge Capital Management
California
$311K $0 1 0.13% Maintained
1570
FANJ
Financial Architects (New Jersey)
New Jersey
$310K -$605K 8 0.11% Reduced
1571
KCM
Kanawha Capital Management
Virginia
$310K $0 1 0.05% Maintained
1572
Accredited Investors
Accredited Investors
Minnesota
$309K -$47.9K 1 0.08% Reduced
1573
SCM
Stellar Capital Management
Arizona
$308K $0 1 0.34% Maintained
1574
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$307K +$312K 1 0.1% New
1575
TF
Tompkins Financial
New York
$307K +$45.8K 4 0.08% Increased