← All themes

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
1676
SLF
Sun Life Financial
Ontario, Canada
$315K -$459K 1 0.04% Reduced
1677
KCM
Kanawha Capital Management
Virginia
$313K $0 1 0.05% Maintained
1678
SC
SRB Corp
Massachusetts
$313K +$15.4K 2 0.05% Increased
1679
SIM
Strategic Investment Management
Virginia
$310K $0 1 0.22% Maintained
1680
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$310K -$7.1K 4 0% Reduced
1681
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$309K +$303K 2 0.4% Increased
1682
CAW
Cornerstone Advisors (Washington)
Washington
$309K +$247K 6 0.26% Increased
1683
CW
Cabot-Wellington
Massachusetts
$308K $0 1 0.25% Maintained
1684
LJAC
L.J. Altfest & Co
New York
$305K -$43.5K 1 0.2% Reduced
1685
WIC
Whitegate Investment Counselors
New Hampshire
$305K -$58.1K 1 0.08% Reduced
1686
AC
Addison Capital
Pennsylvania
$303K -$11.6K 1 0.27% Reduced
1687
BO
BRR OpCo
Ohio
$303K -$23.1K 1 0.1% Reduced
1688
SIC
Shoker Investment Counsel
Ohio
$300K -$32.1K 1 0.25% Reduced
1689
ACN
Advisor Consultant Network
Ohio
$296K +$296K 1 0.04% New
1690
CCT
Country Club Trust
Missouri
$296K $0 1 0.04% Maintained
1691
DAC
Dividend Assets Capital
South Carolina
$295K +$294K 1 0.01% New
1692
PWP
Private Wealth Partners
California
$291K $0 1 0.07% Maintained
1693
SFM
Signature Financial Management
Virginia
$291K +$23.3K 1 0.12% Increased
1694
PCA
Peddock Capital Advisors
Massachusetts
$290K +$51.7K 2 0.18% Increased
1695
MFW
Mosaic Family Wealth
Missouri
$289K +$148K 3 0.13% Increased
1696
RG
Renaissance Group
Kentucky
$288K -$7.46K 1 0.01% Reduced
1697
HIC
Hartline Investment Corp
Illinois
$286K -$6.9K 1 0.1% Reduced
1698
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$286K +$62.8K 1 0.02% Increased
1699
YIA
YHB Investment Advisors
Connecticut
$286K -$169K 1 0.07% Reduced
1700
BCM
Breithorn Capital Management
New York
$283K $0 1 0.21% Maintained