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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
1576
CT
Cambridge Trust
Massachusetts
$241K +$8.47K 1 0.02% Increased
1577
NIA
Northstar Investment Advisors
Colorado
$241K $0 1 0.06% Maintained
1578
Sageworth Trust
Sageworth Trust
Pennsylvania
$241K +$231K 1 0.07% New
1579
TC
Taylor Cottrill
New Hampshire
$241K +$20K 1 0.11% Increased
1580
WPP
Whalerock Point Partners
Rhode Island
$241K $0 1 0.1% Maintained
1581
Aristotle Capital Management
Aristotle Capital Management
California
$240K -$10.1K 1 0% Reduced
1582
AWCI
Alpine Woods Capital Investors
New York
$237K $0 1 0.01% Maintained
1583
ITIM
Indiana Trust & Investment Management
Indiana
$236K $0 1 0.12% Maintained
1584
MCM
McRae Capital Management
New Jersey
$236K $0 1 0.11% Maintained
1585
CBB
Citizens Business Bank
California
$235K -$4.82K 1 0.04% Reduced
1586
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$235K $0 1 0.13% Maintained
1587
VWM
Vector Wealth Management
Minnesota
$235K +$226K 1 0.18% New
1588
PHAM
Palisades Hudson Asset Management
Florida
$234K -$6.54K 1 0.18% Reduced
1589
Allworth Financial
Allworth Financial
California
$233K $0 1 0.09% Maintained
1590
CAM
Concorde Asset Management
Michigan
$233K +$238K 1 0.29% New
1591
HH
HWG Holdings
Texas
$233K -$1.01M 1 0.17% Reduced
1592
DII
Domini Impact Investments
New York
$231K +$144K 1 4.53% Increased
1593
NCM
Nelson Capital Management
California
$229K $0 2 0.08% Maintained
1594
PTB
Pioneer Trust Bank
Oregon
$226K +$217K 1 0.15% New
1595
WP
WMS Partners
Maryland
$226K $0 1 0.03% Maintained
1596
VST
Van Strum & Towne
California
$225K $0 1 0.14% Maintained
1597
AIA
AIMZ Investment Advisors
California
$224K +$215K 1 0.2% New
1598
AW
ACG Wealth
Georgia
$223K +$213K 1 0.06% New
1599
Ballentine Partners
Ballentine Partners
Massachusetts
$223K +$5.85K 1 0.03% Increased
1600
IC
Intersect Capital
California
$222K +$213K 2 0.19% New