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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
1676
MFW
Meristem Family Wealth
Minnesota
$771K $0 1 0.28% Maintained
1677
NL
NWAM LLC
Washington
$771K -$6K 2 0.2% Reduced
1678
GHA
GW Henssler & Associates
Georgia
$770K +$21.8K 2 0.07% Increased
1679
LSAG
Lake Street Advisors Group
New Hampshire
$769K +$744K 1 0.09% New
1680
AF
Ally Financial
Michigan
$767K +$742K 1 0.15% New
1681
VWM
Venturi Wealth Management
Texas
$767K -$1.88K 1 0.15% Reduced
1682
CCA
Cobblestone Capital Advisors
New York
$765K +$17.6K 1 0.08% Increased
1683
HR
Howe & Rusling
New York
$763K -$94.3K 5 0.14% Reduced
1684
Caption Management
Caption Management
Oklahoma
$762K +$781K 1 0.08% New
1685
AMG National Trust Bank
AMG National Trust Bank
Colorado
$758K +$2.41K 1 0.05% Increased
1686
PMFA
Plante Moran Financial Advisors
Michigan
$758K +$37.8K 4 0.42% Increased
1687
CHA
Cedar Hill Associates
Illinois
$755K -$27K 1 0.13% Reduced
1688
AAC
Asset Advisors Corp
Georgia
$751K $0 1 0.12% Maintained
1689
FMB
Field & Main Bank
Kentucky
$746K +$732K 2 0.72% New
1690
NG
Northstar Group
New York
$744K +$353 2 0.39% Increased
1691
FMLI
Fukoku Mutual Life Insurance
Japan
$740K -$594K 2 0.11% Reduced
1692
CG
CFO4Life Group
Texas
$734K -$28K 1 0.58% Reduced
1693
OLA
Oliver Luxxe Assets
New Jersey
$728K $0 1 0.44% Maintained
1694
SXL
Summit X LLC
Missouri
$728K +$15.2K 2 0.46% Increased
1695
ACP
Aviance Capital Partners
Florida
$727K +$135K 1 0.24% Increased
1696
CG
Clinton Group
New York
$726K -$6.47M 2 0.06% Reduced
1697
IAMOG
Investors Asset Management of Georgia
Georgia
$725K $0 2 0.51% Maintained
1698
LIC
Lodestar Investment Counsel
Illinois
$720K +$21.9K 1 0.08% Increased
1699
DCM
Delpha Capital Management
New York
$717K +$681K 14 0.78% New
1700
JCM
Jag Capital Management
Missouri
$715K -$663K 1 0.13% Reduced