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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
AP
Atwood & Palmer
Missouri
$527K $0 2 0.07% Maintained
1727
BHB
Bank Hapoalim BM
Israel
$523K +$227K 1 0.14% Increased
1728
VNA
VNBTrust National Association
Virginia
$520K -$189K 2 0.19% Reduced
1729
LW
Linscomb Wealth
Texas
$519K -$2.93K 1 0.04% Reduced
1730
BI
Bredin Investment
Delaware
$517K $0 1 0.4% Maintained
1731
PWM
Paulson Wealth Management
Illinois
$516K -$28.3K 1 0.51% Reduced
1732
AIIMS
Analyst IMS Investment Management Services
Israel
$515K -$14.8K 1 0.16% Reduced
1733
PVWM
Point View Wealth Management
New Jersey
$515K +$10.4K 2 0.24% Increased
1734
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$512K +$114K 5 0.06% Increased
1735
Frontier Capital Management
Frontier Capital Management
Massachusetts
$511K -$5.17M 1 0% Reduced
1736
DA
Dillon & Associates
Michigan
$508K +$123K 1 0.19% Increased
1737
PCA
Peddock Capital Advisors
Massachusetts
$508K $0 2 0.25% Maintained
1738
Guinness Asset Management
Guinness Asset Management
United Kingdom
$505K +$171K 3 0.1% Increased
1739
WWM
Windsor Wealth Management
Indiana
$504K +$32.7K 1 0.39% Increased
1740
Krilogy Financial
Krilogy Financial
Missouri
$501K -$28.4K 1 0.13% Reduced
1741
SCA
Secor Capital Advisors
New York
$501K +$499K 1 0.04% New
1742
NIA
Northstar Investment Advisors
Colorado
$499K +$2.26K 2 0.1% Increased
1743
CSA
Cottage Street Advisors
Massachusetts
$497K +$7.58K 1 0.29% Increased
1744
FCB
First Command Bank
Texas
$497K +$165K 2 0.15% Increased
1745
FCFS
First Command Financial Services
Texas
$497K +$165K 2 0.02% Increased
1746
HA
Harfst & Associates
Wyoming
$496K +$7.58K 1 0.21% Increased
1747
CBN
Cadence Bank NA
Texas
$495K -$7.72K 1 0.2% Reduced
1748
SS
Sunbelt Securities
Texas
$495K +$83K 1 0.3% Increased
1749
TIA
Tiemann Investment Advisors
California
$493K -$13.6K 2 0.39% Reduced
1750
FM
Forward Management
California
$492K -$374K 2 0.08% Reduced