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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
WC
Woodstock Corp
Massachusetts
$645K $0 2 0.12% Maintained
1677
CA
Cynosure Advisors
Utah
$643K $0 1 0.17% Maintained
1678
VIM
Vista Investment Management
Pennsylvania
$641K +$76.1K 1 0.63% Increased
1679
SAM
Shamrock Asset Management
Texas
$633K $0 3 0.39% Maintained
1680
PMG
ProVise Management Group
Florida
$632K -$94.5K 1 0.05% Reduced
1681
RM
Resource Management
Louisiana
$630K -$36.7K 1 0.12% Reduced
1682
RWA
Ropes Wealth Advisors
Massachusetts
$629K $0 5 0.17% Maintained
1683
PMFA
Plante Moran Financial Advisors
Michigan
$624K -$130K 5 0.32% Reduced
1684
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$622K $0 1 0.4% Maintained
1685
WAP
Wealthcare Advisory Partners
Pennsylvania
$621K +$63.2K 4 0.12% Increased
1686
MIM
Montgomery Investment Management
Maryland
$619K $0 1 0.26% Maintained
1687
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$617K +$55.2K 2 0.23% Increased
1688
IHT Wealth Management
IHT Wealth Management
Illinois
$616K +$115K 1 0.16% Increased
1689
WI
WBI Investments
New Jersey
$614K -$2.6M 1 0.03% Reduced
1690
JA
JOYN Advisors
Georgia
$613K +$96.1K 11 0.13% Increased
1691
WEC
Winslow Evans & Crocker
Massachusetts
$612K -$112K 4 0.19% Reduced
1692
SBL
Sargent Bickham Lagudis
Colorado
$611K -$5.8K 2 0.08% Reduced
1693
CHA
Carmichael Hill & Associates
Maryland
$609K $0 1 0.65% Maintained
1694
Regents of the University of California
Regents of the University of California
California
$608K $0 1 1.59% Maintained
1695
CMANY
Capital Management Associates (New York)
New York
$607K $0 1 0.76% Maintained
1696
BOS
Bingham Osborn & Scarborough
California
$606K +$18.2K 1 0.06% Increased
1697
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$606K -$2.52K 4 0.13% Reduced
1698
IFS
Ifrah Financial Services
Arkansas
$599K +$266 1 0.22% Increased
1699
SCM
Stellar Capital Management
Arizona
$599K +$2.93K 1 0.39% Increased
1700
KSA
Ken Stern & Associates
California
$597K -$18.9K 1 0.28% Reduced