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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
WP
WMS Partners
Maryland
$337K +$275 1 0.05% Increased
1577
Destination Wealth Management
Destination Wealth Management
California
$335K +$330K 1 0.03% New
1578
BSB
Bangor Savings Bank
Maine
$333K -$183 1 0.08% Reduced
1579
LWAC
Laurel Wealth Advisors (California)
California
$332K +$327K 1 0.17% New
1580
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$330K $0 2 0.42% Maintained
1581
TWI
Thomas White International
Illinois
$328K -$1.01M 1 0.05% Reduced
1582
FPCP
Fort Point Capital Partners
California
$327K +$78.7K 1 0.17% Increased
1583
PAM
PT Asset Management
Illinois
$324K +$21.6K 2 0.06% Increased
1584
Ballentine Partners
Ballentine Partners
Massachusetts
$323K +$90.3K 1 0.03% Increased
1585
NG
Northstar Group
New York
$321K +$55.1K 1 0.25% Increased
1586
OMC
Overbrook Management Corp
New York
$320K +$315K 1 0.06% New
1587
SCM
Stonebridge Capital Management
California
$316K $0 1 0.13% Maintained
1588
Accredited Investors
Accredited Investors
Minnesota
$314K $0 1 0.08% Maintained
1589
SCM
Stellar Capital Management
Arizona
$313K -$2.38K 1 0.38% Reduced
1590
LI
Lafayette Investments
Maryland
$311K $0 1 0.13% Maintained
1591
CSA
Cottage Street Advisors
Massachusetts
$310K +$306K 1 0.27% New
1592
LJAC
L.J. Altfest & Co
New York
$310K -$37.8K 1 0.3% Reduced
1593
SMC
Smith, Moore & Co
Missouri
$310K +$306K 1 0.15% New
1594
FDS
First Dallas Securities
Texas
$306K $0 1 0.25% Maintained
1595
JT
Jump Trading
Illinois
$306K +$299K 1 0.01% New
1596
FP
FDO Partners
Massachusetts
$305K +$334K 1 0.17% New
1597
WA
WFG Advisors
Texas
$305K -$36.9K 7 0.09% Reduced
1598
AAM
Aureus Asset Management
Massachusetts
$304K -$10.9M 1 0.07% Reduced
1599
GIP
Greatmark Investment Partners
Georgia
$302K $0 1 0.13% Maintained
1600
SIM
Strategic Investment Management
Virginia
$302K -$15.3K 1 0.17% Reduced