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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
1701
MBT
Monroe Bank & Trust
Michigan
$82K $0 1 0.03% Maintained
1702
AWS
Aris Wealth Services
Pennsylvania
$81K +$78.8K 4 0.08% New
1703
ARMC
American Research & Management Company
Massachusetts
$71K $0 2 0.03% Maintained
1704
LBG
Lloyds Banking Group
United Kingdom
$71K $0 1 0.18% Maintained
1705
M
MOTCO
Texas
$71K +$3.66K 2 0.01% Increased
1706
HPBT
High Point Bank & Trust
North Carolina
$70K $0 2 0.02% Maintained
1707
SIA
Stancorp Investment Advisers
Oregon
$69K -$4.88K 4 0.03% Reduced
1708
SIG
Stanford Investment Group
California
$68K $0 2 0.05% Maintained
1709
CFG
CKW Financial Group
Hawaii
$65K +$15.3K 3 0.03% Increased
1710
WAS
Winch Advisory Services
Wisconsin
$65K +$63.2K 2 0.04% New
1711
CFSG
Community Financial Services Group
Vermont
$63K -$768 1 0.03% Reduced
1712
WP
WealthPLAN Partners
Nebraska
$63K +$61.7K 3 0.03% New
1713
AIM
Advantage Investment Management
Iowa
$62K +$51.3K 4 0.04% Increased
1714
NEAM
New England Asset Management
Connecticut
$60K +$58.6K 1 0% New
1715
CIM
Contravisory Investment Management
Massachusetts
$58K +$56.2K 1 0.01% New
1716
BWA
Burt Wealth Advisors
Maryland
$56K $0 1 0.06% Maintained
1717
PH
Pinnacle Holdings
Oklahoma
$52.2K +$50.9K 1 0.02% New
1718
LOT
Lombard Odier Transatlantic
Quebec, Canada
$52K $0 1 0.04% Maintained
1719
LFR
Lehman Financial Resources
Pennsylvania
$51K -$11.7K 2 0.02% Reduced
1720
RFA
Reilly Financial Advisors
California
$51K -$16.2K 2 0.01% Reduced
1721
TFO
Tarbox Family Office
California
$51K $0 4 0.04% Maintained
1722
GWI
Grace & White Inc
New York
$50K $0 1 0.01% Maintained
1723
HRC
Hoertkorn Richard Charles
$50K $0 1 0.04% Maintained
1724
RCG
Ruggie Capital Group
Florida
$49K +$41.5K 2 0.06% Increased
1725
Gradient Investments
Gradient Investments
Minnesota
$48K +$5.5K 5 0.01% Increased