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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
ITIM
Indiana Trust & Investment Management
Indiana
$281K $0 1 0.14% Maintained
1702
Aristotle Capital Management
Aristotle Capital Management
California
$280K $0 1 0% Maintained
1703
ICM
Ionic Capital Management
New York
$280K +$279K 1 0.01% New
1704
FPCP
Fort Point Capital Partners
California
$279K $0 1 0.13% Maintained
1705
YP
Yellowstone Partners
Idaho
$276K +$275K 1 0.1% New
1706
PHAM
Palisades Hudson Asset Management
Florida
$273K $0 1 0.21% Maintained
1707
CPA
Cowen Prime Advisors
New York
$272K -$33.3K 1 0.12% Reduced
1708
FWM
Focused Wealth Management
New York
$272K +$138K 3 0.12% Increased
1709
HA
Hamel Associates
New Jersey
$272K $0 1 0.14% Maintained
1710
KT
Kanaly Trust
Texas
$272K +$11.4K 4 0.06% Increased
1711
TBA
Train Babcock Advisors
New York
$268K $0 1 0.11% Maintained
1712
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$267K $0 1 0.2% Maintained
1713
SIM
SSI Investment Management
California
$266K -$3.45K 1 0.02% Reduced
1714
BCP
Berkeley Capital Partners
Georgia
$265K -$19.4K 1 0.19% Reduced
1715
SFSG
Stearns Financial Services Group
North Carolina
$265K +$265K 1 0.07% New
1716
BL
BCWM LLC
Kansas
$264K -$108K 1 0.12% Reduced
1717
VST
Van Strum & Towne
California
$263K $0 1 0.17% Maintained
1718
WA
Wealth Architects
California
$263K $0 1 0.12% Maintained
1719
MCM
McRae Capital Management
New Jersey
$261K -$14.2K 1 0.12% Reduced
1720
OA
Oxbow Advisors
Texas
$261K $0 1 0.04% Maintained
1721
PTB
Pioneer Trust Bank
Oregon
$261K $0 1 0.16% Maintained
1722
BWFM
Bridgewater Wealth & Financial Management
Maryland
$260K +$313 1 0.1% Increased
1723
RAM
Riggs Asset Management
Pennsylvania
$259K $0 2 0.13% Maintained
1724
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$257K -$2.14M 1 0.03% Reduced
1725
AIM
Acropolis Investment Management
Missouri
$256K -$74.6K 1 0.05% Reduced