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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
DAM
Doheny Asset Management
California
$567K $0 1 0.26% Maintained
1652
IAM
ICM Asset Management
Washington
$566K -$1.49K 1 0.66% Reduced
1653
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$564K -$67.1K 4 0.21% Reduced
1654
PMG
ProVise Management Group
Florida
$564K +$61.8K 1 0.08% Increased
1655
AP
Atwood & Palmer
Missouri
$562K $0 3 0.08% Maintained
1656
JCM
Jacobi Capital Management
Pennsylvania
$554K $0 5 0.19% Maintained
1657
FIM
Fernwood Investment Management
Massachusetts
$553K -$90.2K 1 0.35% Reduced
1658
PWSG
Pacific Wealth Strategies Group
California
$553K +$536K 1 0.44% New
1659
SMG
Spectrum Management Group
Indiana
$553K +$3.52K 3 0.18% Increased
1660
FANJ
Financial Architects (New Jersey)
New Jersey
$550K -$288K 8 0.1% Reduced
1661
IDBONY
Israel Discount Bank of New York
New York
$548K -$31.9K 5 0.41% Reduced
1662
BOS
Bingham Osborn & Scarborough
California
$546K -$2.36K 1 0.05% Reduced
1663
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$546K -$7.77M 3 0% Reduced
1664
ACP
Aviance Capital Partners
Florida
$544K $0 1 0.18% Maintained
1665
VFM
Viking Fund Management
North Dakota
$535K $0 1 0.09% Maintained
1666
AB
Atlas Brown
Kentucky
$527K +$16.8K 1 0.11% Increased
1667
DG
Davidson & Garrard
Virginia
$527K $0 1 0.12% Maintained
1668
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$526K +$26.3K 1 0.06% Increased
1669
SCP
Sandhill Capital Partners
New York
$521K -$17.6K 1 0.1% Reduced
1670
MCM
Matarin Capital Management
New York
$520K $0 1 0.04% Maintained
1671
Simplicity Solutions
Simplicity Solutions
Minnesota
$519K -$703K 2 0.35% Reduced
1672
FFA
First Foundation Advisors
California
$517K +$95.9K 1 0.03% Increased
1673
KP
Keel Point
Alabama
$517K +$7.32K 1 0.08% Increased
1674
GIM
Guild Investment Management
California
$506K +$490K 1 0.53% New
1675
LW
Linscomb Wealth
Texas
$505K -$42.5K 1 0.04% Reduced