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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
LCM
Landscape Capital Management
New Jersey
$445K -$98K 1 0.06% Reduced
1602
WDL
Well Done LLC
Michigan
$445K -$27.2K 1 0.16% Reduced
1603
CBB
Citizens Business Bank
California
$444K +$443K 1 0.08% New
1604
HR
Howe & Rusling
New York
$441K +$50K 3 0.1% Increased
1605
DG
Davidson & Garrard
Virginia
$439K -$537K 1 0.11% Reduced
1606
OPCM
Osborne Partners Capital Management
California
$438K +$437K 1 0.07% New
1607
CS
Comerica Securities
Michigan
$434K +$99.9K 1 0.09% Increased
1608
Alpha Cubed Investments
Alpha Cubed Investments
California
$432K +$1.67K 1 0.12% Increased
1609
Koshinski Asset Management
Koshinski Asset Management
Illinois
$432K -$95.7K 1 0.21% Reduced
1610
Destination Wealth Management
Destination Wealth Management
California
$430K +$136K 1 0.03% Increased
1611
SA
Strategic Advisors
New York
$426K -$1M 1 0.24% Reduced
1612
LP
LGL Partners
Pennsylvania
$422K $0 1 0.22% Maintained
1613
WCM
Westend Capital Management
California
$421K $0 1 0.59% Maintained
1614
BCM
Bayesian Capital Management
New York
$420K -$1.49M 2 0.28% Reduced
1615
FCM
Firsthand Capital Management
California
$420K -$107K 3 0.39% Reduced
1616
MIM
Montgomery Investment Management
Maryland
$420K +$419K 1 0.2% New
1617
LCP
Lombardia Capital Partners
California
$416K -$145K 1 0.03% Reduced
1618
DRD
Dennis R. Delaney
$415K -$317K 1 0.88% Reduced
1619
PWAG
Polaris Wealth Advisory Group
California
$414K -$9.94K 1 0.05% Reduced
1620
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$413K +$58.1K 1 0.32% Increased
1621
SGAM
Smith Group Asset Management
Texas
$411K $0 2 0.01% Maintained
1622
WA
WFG Advisors
Texas
$406K +$21.8K 10 0.1% Increased
1623
Klingman & Associates
Klingman & Associates
New York
$405K +$24.7K 2 0.12% Increased
1624
WCM
Washington Capital Management
Washington
$397K +$399K 1 0.55% New
1625
DII
Domini Impact Investments
New York
$394K -$7.51K 2 18.27% Reduced