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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
MIM
Montgomery Investment Management
Maryland
$659K $0 1 0.27% Maintained
1727
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$654K -$7.38K 1 0.41% Reduced
1728
GIM
Guardian Investment Management
California
$653K -$257 1 0.69% Reduced
1729
SBL
Sargent Bickham Lagudis
Colorado
$652K -$13.4K 2 0.08% Reduced
1730
RM
Resource Management
Louisiana
$650K +$650K 1 0.13% New
1731
CFA
Camarda Financial Advisors
Florida
$649K -$59.2K 1 0.78% Reduced
1732
PFS
Physicians Financial Services
North Carolina
$648K -$21.6K 1 0.49% Reduced
1733
Regents of the University of California
Regents of the University of California
California
$648K $0 1 0.98% Maintained
1734
SGAM
Smith Group Asset Management
Texas
$641K -$7.71K 1 0.02% Reduced
1735
LC
LCNB Corp
Ohio
$640K -$18.8K 2 0.56% Reduced
1736
IFS
Ifrah Financial Services
Arkansas
$639K +$618K 1 0.23% New
1737
SIC
SFE Investment Counsel
California
$637K +$278K 1 0.26% Increased
1738
HRT Financial
HRT Financial
New York
$631K +$612K 1 0.64% New
1739
EIG
Ellenbecker Investment Group
Wisconsin
$629K +$609K 1 0.53% New
1740
Krilogy Financial
Krilogy Financial
Missouri
$629K -$35.8K 7 0.15% Reduced
1741
PWM
Paulson Wealth Management
Illinois
$629K +$609K 1 0.55% New
1742
CCG
Chatham Capital Group
Georgia
$627K +$4.77K 1 0.17% Increased
1743
WIM
Westside Investment Management
California
$627K -$207K 7 0.34% Reduced
1744
BOS
Bingham Osborn & Scarborough
California
$626K +$34.2K 1 0.06% Increased
1745
QAM
Quantres Asset Management
Cayman Islands
$625K +$601K 2 0.39% New
1746
BWP
BSW Wealth Partners
Colorado
$624K -$59.2K 1 0.26% Reduced
1747
GIM
Guild Investment Management
California
$624K +$74.2K 1 0.59% Increased
1748
PWSG
Pacific Wealth Strategies Group
California
$624K +$25.5K 1 0.44% Increased
1749
FPCP
Fort Point Capital Partners
California
$622K +$607K 2 0.29% New
1750
VIM
Vista Investment Management
Pennsylvania
$617K +$633K 1 0.65% New