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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
EP
Edgestream Partners
New Jersey
$726K +$198K 1 0.39% Increased
1577
CHA
Cedar Hill Associates
Illinois
$723K +$701K 1 0.12% New
1578
WC
Woodstock Corp
Massachusetts
$723K -$13.5K 2 0.14% Reduced
1579
VWM
Venturi Wealth Management
Texas
$715K +$1.74K 1 0.15% Increased
1580
MFW
Meristem Family Wealth
Minnesota
$712K $0 1 0.29% Maintained
1581
NG
Northstar Group
New York
$712K -$6.56K 2 0.41% Reduced
1582
GHA
GW Henssler & Associates
Georgia
$706K -$2.79K 2 0.07% Reduced
1583
GLA
Good Life Advisors
Pennsylvania
$704K -$992 1 0.27% Reduced
1584
ST
Sabal Trust
Florida
$704K -$23.1K 1 0.07% Reduced
1585
AA
Apriem Advisors
California
$701K -$137K 2 0.17% Reduced
1586
IAMOG
Investors Asset Management of Georgia
Georgia
$701K -$6.82K 2 0.52% Reduced
1587
LA
Lucus Advisors
New York
$701K -$53.1K 2 0.99% Reduced
1588
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$698K +$175K 1 0.01% Increased
1589
AAC
Asset Advisors Corp
Georgia
$695K $0 1 0.12% Maintained
1590
FIB
First Interstate Bank
Montana
$695K -$90K 6 0.15% Reduced
1591
CCA
Cobblestone Capital Advisors
New York
$690K -$9.68K 1 0.09% Reduced
1592
SGCA
Steel Grove Capital Advisors
Tennessee
$690K +$349K 2 0.12% Increased
1593
CB
Community Bank
New York
$682K -$369K 3 0.08% Reduced
1594
SXL
Summit X LLC
Missouri
$680K +$210K 2 0.45% Increased
1595
PCM
Prelude Capital Management
New York
$677K -$1.53M 4 0.06% Reduced
1596
OAM
Origin Asset Management
United Kingdom
$674K $0 1 0.04% Maintained
1597
OLA
Oliver Luxxe Assets
New Jersey
$673K +$11.5K 1 0.42% Increased
1598
HIM
Herald Investment Management
United Kingdom
$671K +$683K 1 0.22% New
1599
KSA
Ken Stern & Associates
California
$670K +$1.49K 1 0.3% Increased
1600
PMFA
Plante Moran Financial Advisors
Michigan
$670K -$35.8K 4 0.4% Reduced