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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
JSAM
J. Safra Asset Management
New York
$426K -$1.27M 2 0.69% Reduced
1602
HC
Hendley & Co
Ohio
$424K +$417K 1 0.26% New
1603
BP
BBR Partners
New York
$422K $0 1 0.07% Maintained
1604
HHGA
Halbert Hargrove Global Advisors
California
$422K -$228K 1 0.12% Reduced
1605
LP
LGL Partners
Pennsylvania
$422K $0 1 0.23% Maintained
1606
KFA
Kelleher Financial Advisors
New York
$416K -$595K 1 0.25% Reduced
1607
PWAG
Polaris Wealth Advisory Group
California
$409K +$396K 1 0.06% New
1608
WP
WMS Partners
Maryland
$405K +$26.3K 1 0.06% Increased
1609
AI
ArchPoint Investors
Florida
$403K -$65.2K 1 0.23% Reduced
1610
AHC
Anderson Hoagland & Co
Missouri
$398K $0 1 0.24% Maintained
1611
ABTD
Arvest Bank Trust Division
Oklahoma
$396K $0 1 0.03% Maintained
1612
Brighton Jones LLC
Brighton Jones LLC
Washington
$396K -$5.24K 1 0.07% Reduced
1613
ID
Integral Derivatives
New York
$396K +$389K 1 0.01% New
1614
WCM
Westend Capital Management
California
$395K -$19.3K 1 0.57% Reduced
1615
CCM
Cohen Capital Management
California
$390K $0 1 0.11% Maintained
1616
ING Group
ING Group
Netherlands
$389K -$543K 1 0.01% Reduced
1617
PFBT
Parkside Financial Bank & Trust
Missouri
$389K +$112K 6 0.19% Increased
1618
MCA
Mercer Capital Advisers
New Jersey
$385K -$9.63K 1 0.32% Reduced
1619
NPT
Nixon Peabody Trust
Massachusetts
$382K -$34.3K 1 0.33% Reduced
1620
HR
Howe & Rusling
New York
$381K +$24.7K 2 0.08% Increased
1621
BSB
Bangor Savings Bank
Maine
$379K +$3.39K 1 0.09% Increased
1622
Klingman & Associates
Klingman & Associates
New York
$379K $0 1 0.12% Maintained
1623
Accredited Investors
Accredited Investors
Minnesota
$376K +$58.8K 1 0.1% Increased
1624
SGAM
Smith Group Asset Management
Texas
$373K +$381K 2 0.01% New
1625
MIHAS
Maj Invest Holding A/S
Denmark
$372K -$43.8K 1 0.07% Reduced