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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
PAM
Private Asset Management
California
$634K $0 1 0.1% Maintained
1577
SMG
Spectrum Management Group
Indiana
$633K -$20.9K 1 0.23% Reduced
1578
TAM
Taylor Asset Management
Ontario, Canada
$632K -$2.31M 1 0.19% Reduced
1579
TP
Truvvo Partners
New York
$631K -$5.18M 1 0.28% Reduced
1580
GHA
GW Henssler & Associates
Georgia
$629K -$128K 2 0.07% Reduced
1581
CBN
Cadence Bank NA
Texas
$626K -$48K 1 0.29% Reduced
1582
TCM
TVR Capital Management
Connecticut
$625K $0 1 0.58% Maintained
1583
WPA
West Paces Advisors
Georgia
$624K +$463K 4 0.5% Increased
1584
IFAM
Institutional & Family Asset Management
Colorado
$624K +$5.08K 1 0.19% Increased
1585
ST
Sabal Trust
Florida
$624K +$611K 1 0.07% New
1586
FWM
Frontier Wealth Management
Missouri
$623K $0 2 0.1% Maintained
1587
Koshinski Asset Management
Koshinski Asset Management
Illinois
$622K +$122K 1 0.24% Increased
1588
PMFA
Plante Moran Financial Advisors
Michigan
$620K +$93.9K 5 0.37% Increased
1589
KSA
Ken Stern & Associates
California
$619K -$4.97K 1 0.29% Reduced
1590
PHK
Point72 Hong Kong
Hong Kong
$616K -$202K 6 0.81% Reduced
1591
VWM
Venturi Wealth Management
Texas
$615K -$53.8K 1 0.14% Reduced
1592
LCM
Landscape Capital Management
New Jersey
$613K +$31.1K 1 0.06% Increased
1593
AAC
Asset Advisors Corp
Georgia
$612K -$61.2K 1 0.11% Reduced
1594
AIM
Anchor Investment Management
South Carolina
$612K -$168K 5 0.21% Reduced
1595
GLA
Good Life Advisors
Pennsylvania
$610K +$55.7K 1 0.29% Increased
1596
CCA
Cobblestone Capital Advisors
New York
$608K -$994 1 0.08% Reduced
1597
CPO
Cerity Partners OCIO
New York
$606K +$207K 1 0.05% Increased
1598
CB
Community Bank
New York
$606K -$7.95K 3 0.13% Reduced
1599
CFMC
Curbstone Financial Management Corp
New Hampshire
$601K $0 1 0.37% Maintained
1600
LC
LCNB Corp
Ohio
$596K -$16.2K 2 0.57% Reduced