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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
BIC
Beach Investment Counsel
Pennsylvania
$274K $0 1 0.03% Maintained
1702
MCM
McRae Capital Management
New Jersey
$274K $0 1 0.13% Maintained
1703
NBG
Nancy B. Gardiner
$272K -$56.8K 1 0.87% Reduced
1704
PHAM
Palisades Hudson Asset Management
Florida
$272K $0 1 0.22% Maintained
1705
HA
Hamel Associates
New Jersey
$271K $0 1 0.14% Maintained
1706
LWA
Lebenthal Wealth Advisors
New York
$269K +$264K 1 0.79% New
1707
SIM
SSI Investment Management
California
$269K +$3.8K 1 0.03% Increased
1708
SFM
Signature Financial Management
Virginia
$268K $0 1 0.13% Maintained
1709
TBA
Train Babcock Advisors
New York
$268K $0 1 0.11% Maintained
1710
BCP
Berkeley Capital Partners
Georgia
$267K -$12.2K 1 0.19% Reduced
1711
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$266K -$18K 1 0.21% Reduced
1712
BCM
Breithorn Capital Management
New York
$265K $0 1 0.2% Maintained
1713
DW
Domani Wealth
Pennsylvania
$264K -$156K 1 0.1% Reduced
1714
VST
Van Strum & Towne
California
$262K $0 1 0.17% Maintained
1715
WA
Wealth Architects
California
$262K +$206 1 0.13% Increased
1716
BE
Bonness Enterprises
District of Columbia
$261K $0 1 0.22% Maintained
1717
OA
Oxbow Advisors
Texas
$260K +$256K 1 0.04% New
1718
PTB
Pioneer Trust Bank
Oregon
$260K +$15.4K 1 0.16% Increased
1719
YMRC
Yorktown Management & Research Company
Virginia
$260K -$291K 1 0.06% Reduced
1720
BWFM
Bridgewater Wealth & Financial Management
Maryland
$259K +$308 1 0.09% Increased
1721
MCM
Maryland Capital Management
Maryland
$258K +$20K 1 0.04% Increased
1722
NCM
Newgate Capital Management
Connecticut
$258K +$282K 1 0.21% New
1723
RAM
Riggs Asset Management
Pennsylvania
$257K $0 2 0.13% Maintained
1724
SIM
Strategic Investment Management
Virginia
$257K +$95.9K 1 0.14% Increased
1725
KM
Kalos Management
Georgia
$256K +$247K 1 0.2% New