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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
GF
Goodman Financial
Texas
$227K -$8.15K 1 0.14% Reduced
1752
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$227K +$217K 1 0.12% New
1753
Oberweis Asset Management
Oberweis Asset Management
Illinois
$227K -$457K 1 0.07% Reduced
1754
IA
Independence Advisors
Pennsylvania
$225K +$224K 1 0.11% New
1755
Robeco Schweiz
Robeco Schweiz
Switzerland
$225K -$2.69K 1 0.02% Reduced
1756
WFG
Windsor Financial Group
Minnesota
$225K -$322K 1 0.11% Reduced
1757
MPAM
Murphy Pohlad Asset Management
Minnesota
$224K $0 1 0.17% Maintained
1758
TDC
Thompson Davis & Co
Virginia
$222K -$114K 6 0.39% Reduced
1759
LRPA
L. Roy Papp & Associates
Arizona
$221K -$118K 1 0.05% Reduced
1760
TFF
The Family Firm
Maryland
$221K +$6.27K 1 0.11% Increased
1761
CIS
Connors Investor Services
Pennsylvania
$217K +$26.8K 1 0.04% Increased
1762
CA
Cornerstone Advisory
Maryland
$217K $0 1 0.18% Maintained
1763
KWMG
King Wealth Management Group
Florida
$217K $0 1 0.11% Maintained
1764
IC
Investment Counsel
Michigan
$216K $0 1 0.19% Maintained
1765
FC
Fayerweather Charles
$215K -$152K 1 0.3% Reduced
1766
RWA
Ropes Wealth Advisors
Massachusetts
$214K +$11.4K 4 0.07% Increased
1767
DW
Domani Wealth
Pennsylvania
$213K -$51.4K 1 0.08% Reduced
1768
NPF
Norris Perne & French
Michigan
$213K -$5.19K 1 0.04% Reduced
1769
PVWM
Point View Wealth Management
New Jersey
$212K -$1.15K 1 0.13% Reduced
1770
PAM
Peak Asset Management
Colorado
$211K +$7K 1 0.09% Increased
1771
HCM
Harvest Capital Management
New Hampshire
$210K +$219K 1 0.1% New
1772
KCM
Karp Capital Management
California
$210K +$15.8K 1 0.13% Increased
1773
NAM
Nichols Asset Management
Massachusetts
$210K -$29.9K 1 0.39% Reduced
1774
SWA
Sutton Wealth Advisors
Florida
$209K -$8.15K 5 0.19% Reduced
1775
AAP
Ardsley Advisory Partners
Connecticut
$209K +$209K 1 0.03% New