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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
FRM
Fox Run Management
Connecticut
$584K -$110K 2 0.31% Reduced
1552
FNB
Farmers National Bank
Kentucky
$582K -$51.2K 2 0.34% Reduced
1553
LC
LCNB Corp
Ohio
$582K +$587K 2 0.58% New
1554
TCM
TVR Capital Management
Connecticut
$579K +$563K 1 0.62% New
1555
PMG
ProVise Management Group
Florida
$578K +$39.6K 2 0.1% Increased
1556
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$575K -$105K 3 0.21% Reduced
1557
IFAM
Institutional & Family Asset Management
Colorado
$574K -$2.95K 1 0.18% Reduced
1558
CB
Community Bank
New York
$569K -$2.44K 3 0.12% Reduced
1559
CCA
Cobblestone Capital Advisors
New York
$565K +$42.3K 1 0.08% Increased
1560
Modera Wealth Management
Modera Wealth Management
New Jersey
$562K -$6.81K 1 0.19% Reduced
1561
TCM
Teza Capital Management
Illinois
$560K +$552K 2 0.78% New
1562
CFMC
Curbstone Financial Management Corp
New Hampshire
$558K -$485K 1 0.35% Reduced
1563
DAC
Dividend Assets Capital
South Carolina
$558K +$295K 2 0.02% Increased
1564
HA
Harbor Advisors
Florida
$556K +$529K 1 0.27% New
1565
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$554K -$74.2K 1 0.1% Reduced
1566
KSA
Ken Stern & Associates
California
$552K +$536K 1 0.29% New
1567
Washington Trust
Washington Trust
Rhode Island
$552K +$10.9K 1 0.04% Increased
1568
LPIC
LeJeune Puetz Investment Counsel
Michigan
$550K +$535K 1 0.42% New
1569
BHB
Bank Hapoalim BM
Israel
$548K -$163K 1 0.15% Reduced
1570
AMG National Trust Bank
AMG National Trust Bank
Colorado
$545K -$696K 1 0.04% Reduced
1571
FIM
Fernwood Investment Management
Massachusetts
$542K -$21.6K 1 0.52% Reduced
1572
IH
IFC Holdings
Florida
$539K -$3.78M 2 0.05% Reduced
1573
LCM
Landscape Capital Management
New Jersey
$537K +$156K 1 0.07% Increased
1574
SBIA
Sheaff Brock Investment Advisors
Indiana
$532K -$208K 1 0.07% Reduced
1575
Destination Wealth Management
Destination Wealth Management
California
$530K +$97.6K 1 0.04% Increased