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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
PHAM
Palisades Hudson Asset Management
Florida
$271K -$1.42K 1 0.17% Reduced
1752
EGA
E&G Advisors
Texas
$269K -$46.7K 1 0.16% Reduced
1753
Prospera Financial Services
Prospera Financial Services
Texas
$269K -$43K 1 0.05% Reduced
1754
ACM
AUA Capital Management
Pennsylvania
$268K +$261K 2 0.26% New
1755
HA
Harfst & Associates
Wyoming
$267K +$260K 1 0.13% New
1756
KWMG
King Wealth Management Group
Florida
$267K +$48.4K 1 0.12% Increased
1757
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$266K -$1.75M 1 0.14% Reduced
1758
SIM
SSI Investment Management
California
$266K -$1.73K 1 0.02% Reduced
1759
BWFM
Bridgewater Wealth & Financial Management
Maryland
$265K +$4.98K 1 0.1% Increased
1760
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$265K -$1.32K 1 0.19% Reduced
1761
IP
Isthmus Partners
Wisconsin
$262K +$41.2K 5 0.08% Increased
1762
VST
Van Strum & Towne
California
$261K -$1.42K 1 0.16% Reduced
1763
JWM
Jacobus Wealth Management
Wisconsin
$259K -$296K 1 0.08% Reduced
1764
LCP
Lombardia Capital Partners
California
$258K -$217K 1 0.03% Reduced
1765
RAM
Riggs Asset Management
Pennsylvania
$258K -$1.22K 2 0.13% Reduced
1766
AIA
AIMZ Investment Advisors
California
$257K +$4.68K 1 0.23% Increased
1767
WA1
Wimmer Associates 1
California
$253K +$24.2K 1 0.23% Increased
1768
ITIM
Indiana Trust & Investment Management
Indiana
$252K -$27.9K 1 0.13% Reduced
1769
SFM
Signature Financial Management
Virginia
$252K -$38.9K 1 0.09% Reduced
1770
SFSG
Stearns Financial Services Group
North Carolina
$252K -$12.4K 1 0.07% Reduced
1771
KCM
Karp Capital Management
California
$250K +$3.54K 1 0.16% Increased
1772
MCM
McRae Capital Management
New Jersey
$250K -$10.1K 1 0.11% Reduced
1773
CI
Cavalier Investments
Georgia
$248K -$1.53M 1 0.16% Reduced
1774
CA
Cornerstone Advisors
North Carolina
$247K -$3.28M 1 0.05% Reduced
1775
MPAM
Murphy Pohlad Asset Management
Minnesota
$247K $0 1 0.18% Maintained