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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
LPIC
LeJeune Puetz Investment Counsel
Michigan
$663K $0 1 0.43% Maintained
1602
HI
Hudock Inc
Pennsylvania
$662K +$72.8K 4 0.31% Increased
1603
GIM
Guardian Investment Management
California
$661K -$35.9K 1 0.73% Reduced
1604
CFA
Camarda Financial Advisors
Florida
$656K -$25.1K 1 0.71% Reduced
1605
CCG
Chatham Capital Group
Georgia
$656K $0 1 0.19% Maintained
1606
JMH
J.M. Hartwell
New York
$652K $0 1 0.13% Maintained
1607
AFNAS
American Financial Network Advisory Services
California
$651K +$632K 4 0.28% New
1608
MLL
Moody Lynn & Lieberson
Massachusetts
$651K -$270K 1 0.08% Reduced
1609
QC
QCM Cayman
Texas
$651K +$117K 2 1.67% Increased
1610
BHBT
Burke & Herbert Bank & Trust
Virginia
$650K -$300K 1 0.59% Reduced
1611
SAM
Shamrock Asset Management
Texas
$648K -$9.68K 3 0.42% Reduced
1612
LIC
Lodestar Investment Counsel
Illinois
$645K -$3.35K 1 0.08% Reduced
1613
CG
CFO4Life Group
Texas
$643K -$513K 1 0.52% Reduced
1614
LC
LCNB Corp
Ohio
$640K +$21.2K 2 0.6% Increased
1615
CMBA
C.M. Bidwell & Associates
Hawaii
$637K +$11.8K 3 0.98% Increased
1616
BWP
BSW Wealth Partners
Colorado
$634K +$3.72K 1 0.28% Increased
1617
SSG
Summit Securities Group
New York
$631K +$147K 1 0.11% Increased
1618
Alpha Cubed Investments
Alpha Cubed Investments
California
$629K +$51K 1 0.09% Increased
1619
BCA
Benchmark Capital Advisors
New York
$629K +$40.5K 1 0.49% Increased
1620
SBL
Sargent Bickham Lagudis
Colorado
$623K +$124 2 0.08% Increased
1621
AWP
Ascent Wealth Partners
New York
$622K +$124 1 0.25% Increased
1622
Ballentine Partners
Ballentine Partners
Massachusetts
$622K +$16.5K 1 0.03% Increased
1623
FNB
Farmers National Bank
Kentucky
$622K -$3.22K 2 0.38% Reduced
1624
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$621K +$101K 1 0.38% Increased
1625
PFS
Physicians Financial Services
North Carolina
$620K $0 1 0.51% Maintained