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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
1726
GRQ
Gardner Russo & Quinn
Pennsylvania
$256K -$20.9K 1 0% Reduced
1727
RNC Capital Management
RNC Capital Management
California
$254K +$18K 1 0.02% Increased
1728
WPP
Whalerock Point Partners
Rhode Island
$254K +$254K 1 0.11% New
1729
AIA
AIMZ Investment Advisors
California
$252K $0 1 0.23% Maintained
1730
JFA
Johanson Financial Advisors
California
$250K +$16.3K 1 0.27% Increased
1731
IIC
Integrated Investment Consultants
Michigan
$248K -$230K 5 0.13% Reduced
1732
Bridgewater Associates
Bridgewater Associates
Connecticut
$246K -$2.95M 1 0% Reduced
1733
MAM
Marquette Asset Management
Minnesota
$246K +$245K 1 0.11% New
1734
PCP
Proficio Capital Partners
Massachusetts
$246K +$11K 7 0.14% Increased
1735
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$245K +$9.84K 1 0.16% Increased
1736
Ballentine Partners
Ballentine Partners
Massachusetts
$244K -$3.66K 1 0.02% Reduced
1737
RA
Rational Advisors
New York
$244K $0 2 0.16% Maintained
1738
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$244K $0 1 0.01% Maintained
1739
DWM
Darwin Wealth Management
Florida
$243K -$38.7K 1 0.19% Reduced
1740
HC
Hourglass Capital
Texas
$239K $0 1 0.06% Maintained
1741
MCM
Maryland Capital Management
Maryland
$238K -$20.4K 1 0.04% Reduced
1742
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$237K +$236K 1 0.1% New
1743
NBG
Nancy B. Gardiner
$236K -$38K 1 0.61% Reduced
1744
HHMI
Howard Hughes Medical Institute
Maryland
$235K +$234K 1 0.06% New
1745
IC
Intersect Capital
California
$233K -$233K 1 0.18% Reduced
1746
IP
Isthmus Partners
Wisconsin
$233K +$13.3K 2 0.07% Increased
1747
LA
Lau Associates
Delaware
$233K $0 1 0.24% Maintained
1748
SBWM
Sunflower Bank Wealth Management
Arizona
$230K $0 1 0.08% Maintained
1749
WA1
Wimmer Associates 1
California
$229K -$22.2K 1 0.21% Reduced
1750
WAS
Winch Advisory Services
Wisconsin
$228K +$227K 2 0.19% New