← All themes

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
LFS
Legacy Financial Strategies
Kansas
$714K +$691K 1 0.76% New
1702
KSA
Ken Stern & Associates
California
$712K -$14.1K 1 0.31% Reduced
1703
TL
TrueWealth LLC
Georgia
$711K +$688K 7 0.33% New
1704
MLL
Moody Lynn & Lieberson
Massachusetts
$709K +$31.8K 1 0.08% Increased
1705
AIM
Aspen Investment Management
Michigan
$707K -$33.1K 2 0.5% Reduced
1706
JMH
J.M. Hartwell
New York
$706K $0 1 0.13% Maintained
1707
AWP
Ascent Wealth Partners
New York
$704K +$29.8K 1 0.26% Increased
1708
Peconic Partners
Peconic Partners
New York
$704K +$666K 1 0.1% New
1709
BHBT
Burke & Herbert Bank & Trust
Virginia
$703K $0 1 0.6% Maintained
1710
JWA
JFS Wealth Advisors
Pennsylvania
$703K +$312K 2 0.17% Increased
1711
WC
Woodstock Corp
Massachusetts
$703K -$36.5K 2 0.13% Reduced
1712
PA
PFG Advisors
Arizona
$701K +$678K 1 0.73% New
1713
SAM
Shamrock Asset Management
Texas
$701K $0 3 0.42% Maintained
1714
LPIC
LeJeune Puetz Investment Counsel
Michigan
$698K -$18.5K 1 0.43% Reduced
1715
AB
Atlas Brown
Kentucky
$691K +$146K 2 0.12% Increased
1716
TSS
Two Sigma Securities
New York
$691K -$467K 3 0.02% Reduced
1717
CFMC
Curbstone Financial Management Corp
New Hampshire
$689K -$667K 1 0.38% Reduced
1718
VFPI
Vantage Financial Partners (Illinois)
Illinois
$682K +$27.3K 1 0.45% Increased
1719
TAM
Taylor Asset Management
Ontario, Canada
$675K -$253K 1 0.24% Reduced
1720
FF
Fluent Financial
Texas
$673K +$646K 1 0.47% New
1721
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$672K +$76K 4 0.08% Increased
1722
PCM
Poehling Capital Management
Wisconsin
$669K +$685K 2 0.57% New
1723
CF
Centaurus Financial
California
$668K +$647K 1 0.17% New
1724
CMBA
C.M. Bidwell & Associates
Hawaii
$663K -$68.7K 3 0.57% Reduced
1725
BDF
Balasa Dinverno & Foltz
$660K +$7.38K 1 0.1% Increased