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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
1651
MCM
McRae Capital Management
New Jersey
$244K $0 1 0.12% Maintained
1652
IHL
Investment House LLC
California
$243K $0 1 0.04% Maintained
1653
PHAM
Palisades Hudson Asset Management
Florida
$242K $0 1 0.2% Maintained
1654
BAM
Bruderman Asset Management
New York
$241K +$139K 2 0.09% Increased
1655
HA
Hamel Associates
New Jersey
$241K +$238K 1 0.15% New
1656
CCT
Country Club Trust
Missouri
$239K -$1.1M 1 0.04% Reduced
1657
KT
Kanaly Trust
Texas
$239K +$16.4K 6 0.05% Increased
1658
SFM
Signature Financial Management
Virginia
$239K -$96.3K 1 0.12% Reduced
1659
Colony Group
Colony Group
Massachusetts
$237K -$48.2K 2 0.02% Reduced
1660
ITIM
Indiana Trust & Investment Management
Indiana
$236K -$5.14K 1 0.12% Reduced
1661
SIM
SSI Investment Management
California
$236K $0 1 0.02% Maintained
1662
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$236K $0 3 0% Maintained
1663
VST
Van Strum & Towne
California
$234K $0 1 0.15% Maintained
1664
WA
Wealth Architects
California
$234K -$367 1 0.12% Reduced
1665
MWP
MYCIO Wealth Partners
Pennsylvania
$231K +$24.5K 3 0.04% Increased
1666
BCM
Breithorn Capital Management
New York
$230K $0 1 0.16% Maintained
1667
SBWM
Sunflower Bank Wealth Management
Arizona
$230K $0 1 0.08% Maintained
1668
AIA
AIMZ Investment Advisors
California
$228K $0 1 0.21% Maintained
1669
IC
Intersect Capital
California
$228K $0 1 0.2% Maintained
1670
NB
Nicolet Bankshares
Wisconsin
$228K +$226K 1 0.23% New
1671
Krilogy Financial
Krilogy Financial
Missouri
$227K +$917 3 0.21% Increased
1672
BFC
Blue Fin Capital
Rhode Island
$224K $0 1 0.17% Maintained
1673
PFBT
Parkside Financial Bank & Trust
Missouri
$224K -$4.24K 5 0.11% Reduced
1674
BE
Bonness Enterprises
District of Columbia
$221K $0 1 0.2% Maintained
1675
FANJ
Financial Architects (New Jersey)
New Jersey
$219K +$216K 1 0.09% New