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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
1751
HA
Halsey Associates
Connecticut
$221K +$210K 1 0.05% New
1752
SWA
Sutton Wealth Advisors
Florida
$219K +$7.57K 6 0.21% Increased
1753
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$217K +$97.4K 2 0.1% Increased
1754
CA
Cornerstone Advisory
Maryland
$217K $0 1 0.18% Maintained
1755
NPF
Norris Perne & French
Michigan
$217K +$207K 1 0.05% New
1756
KWMG
King Wealth Management Group
Florida
$216K -$5.76K 1 0.12% Reduced
1757
IC
Investment Counsel
Michigan
$215K -$183K 1 0.17% Reduced
1758
RA
Rational Advisors
New York
$215K -$434K 2 0.15% Reduced
1759
Robeco Schweiz
Robeco Schweiz
Switzerland
$215K -$24.9K 1 0.02% Reduced
1760
TFF
The Family Firm
Maryland
$214K -$24.5K 1 0.11% Reduced
1761
PVWM
Point View Wealth Management
New Jersey
$213K -$3.91K 1 0.13% Reduced
1762
MPAM
Murphy Pohlad Asset Management
Minnesota
$210K $0 1 0.16% Maintained
1763
CCB
Cutter & Co Brokerage
Missouri
$209K +$198K 1 0.09% New
1764
SWM
Segment Wealth Management
Texas
$209K -$91.6K 1 0.09% Reduced
1765
SCP
Syntal Capital Partners
Texas
$208K +$205K 1 0.25% New
1766
RCA
Rex Capital Advisors
Rhode Island
$205K -$133K 1 0.21% Reduced
1767
PAM
Peak Asset Management
Colorado
$204K +$200K 1 0.09% New
1768
BST
Bath Savings Trust
Maine
$201K +$198K 1 0.06% New
1769
BCM
Beck Capital Management
Texas
$201K +$198K 1 0.13% New
1770
CHP
Cable Hill Partners
Oregon
$201K +$92K 6 0.15% Increased
1771
CAM
Chesapeake Asset Management
New York
$201K +$188K 1 0.16% New
1772
FPB
First PREMIER Bank
South Dakota
$201K $0 1 0.15% Maintained
1773
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$201K +$198K 1 0.1% New
1774
FCMC
Founders Capital Management (Connecticut)
Connecticut
$196K +$1.37K 1 0.11% Increased
1775
RFWA
RPg Family Wealth Advisory
Massachusetts
$195K +$18.1K 2 0.09% Increased