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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
1601
PHAM
Palisades Hudson Asset Management
Florida
$244K $0 1 0.19% Maintained
1602
VWM
Vector Wealth Management
Minnesota
$243K -$3.39K 1 0.2% Reduced
1603
Verition Fund Management
Verition Fund Management
Connecticut
$239K +$3.99K 1 0.03% Increased
1604
PCA
Peddock Capital Advisors
Massachusetts
$238K $0 1 0.2% Maintained
1605
PTB
Pioneer Trust Bank
Oregon
$236K $0 1 0.15% Maintained
1606
SIM
SSI Investment Management
California
$236K -$339K 1 0.02% Reduced
1607
VST
Van Strum & Towne
California
$235K $0 1 0.15% Maintained
1608
FCMC
Founders Capital Management (Connecticut)
Connecticut
$234K +$225K 1 0.14% New
1609
SFT
Simmons First Trust
Arkansas
$232K $0 1 0.06% Maintained
1610
Ballentine Partners
Ballentine Partners
Massachusetts
$231K -$2.47K 1 0.02% Reduced
1611
CAM
Concorde Asset Management
Michigan
$230K -$25.8K 1 0.26% Reduced
1612
AIA
AIMZ Investment Advisors
California
$229K -$4.76K 1 0.2% Reduced
1613
PFBT
Parkside Financial Bank & Trust
Missouri
$229K +$2.75K 1 0.12% Increased
1614
VanEck Associates
VanEck Associates
New York
$229K +$106K 1 0% Increased
1615
IT
Independence Trust
Tennessee
$226K $0 1 0.14% Maintained
1616
AIM
Avity Investment Management
Connecticut
$225K -$50.9K 1 0.04% Reduced
1617
SBWM
Sunflower Bank Wealth Management
Arizona
$225K $0 1 0.07% Maintained
1618
IC
Intersect Capital
California
$224K +$4.49K 3 0.17% Increased
1619
GPCM
Granite Point Capital Management
Massachusetts
$222K $0 1 0.08% Maintained
1620
WRM
Westport Resources Management
Connecticut
$221K +$22K 4 0.06% Increased
1621
SS
Sunbelt Securities
Texas
$220K +$1.01K 1 0.33% Increased
1622
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$219K $0 1 0.13% Maintained
1623
TFF
The Family Firm
Maryland
$219K +$183 1 0.11% Increased
1624
HHMI
Howard Hughes Medical Institute
Maryland
$218K +$211K 1 0.03% New
1625
FIM
Frontier Investment Management
Texas
$217K $0 1 0.03% Maintained