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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
WVP
Worth Venture Partners
New Jersey
$459K +$443K 2 0.4% New
1702
ACM
Adalta Capital Management
New York
$458K $0 1 0.37% Maintained
1703
HCM
HMS Capital Management
Tennessee
$457K -$31.1K 1 0.39% Reduced
1704
RWA
Ropes Wealth Advisors
Massachusetts
$457K +$19.2K 5 0.12% Increased
1705
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$456K +$447K 7 0.1% New
1706
ZDA
Zweig-DiMenna Associates
New York
$456K -$10.1M 1 0.04% Reduced
1707
WDL
Well Done LLC
Michigan
$455K +$237K 2 0.14% Increased
1708
TBNY
Trustco Bank (New York)
New York
$452K +$454K 1 0.44% New
1709
HA
Harfst & Associates
Wyoming
$451K +$52.9K 1 0.19% Increased
1710
DIP
DT Investment Partners
Pennsylvania
$450K +$158K 1 0.08% Increased
1711
JIC
Joel Isaacson & Co
New York
$446K $0 1 0.08% Maintained
1712
Members Trust
Members Trust
Florida
$445K -$37.3K 1 0.02% Reduced
1713
DII
Domini Impact Investments
New York
$443K +$280K 2 10.07% Increased
1714
AP
Advisors Preferred
Maryland
$442K +$365K 1 0.26% Increased
1715
KA
Kovack Advisors
Florida
$440K +$20.6K 1 0.15% Increased
1716
BSB
Bangor Savings Bank
Maine
$436K -$4.59K 1 0.09% Reduced
1717
MIS
Morningstar Investment Services
Illinois
$436K +$181K 2 0.01% Increased
1718
WAP
Wealthcare Advisory Partners
Pennsylvania
$434K +$427K 3 0.13% Increased
1719
FFS
Founders Financial Securities
Maryland
$431K +$16.4K 1 0.15% Increased
1720
GEM
Global Endowment Management
North Carolina
$425K $0 1 0.06% Maintained
1721
CWM
Cornerstone Wealth Management
Missouri
$421K +$193K 2 0.09% Increased
1722
WP
WealthPLAN Partners
Nebraska
$419K +$4.84K 1 0.12% Increased
1723
Chilton Investment Company
Chilton Investment Company
Connecticut
$417K +$8.56K 1 0.02% Increased
1724
PAM
Private Asset Management
California
$415K -$295K 1 0.07% Reduced
1725
KCM
Kanawha Capital Management
Virginia
$410K $0 1 0.06% Maintained