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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
DWM
Darwin Wealth Management
Florida
$616K +$292K 1 0.26% Increased
1752
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$616K +$348K 2 0.24% Increased
1753
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$614K -$7.51K 1 0.13% Reduced
1754
SMG
Spectrum Management Group
Indiana
$614K +$15.7K 1 0.21% Increased
1755
DAM
Doheny Asset Management
California
$613K $0 1 0.29% Maintained
1756
PCM
Price Capital Management
Louisiana
$613K +$594K 1 0.21% New
1757
UC
Unio Capital
New Jersey
$613K +$594K 1 0.51% New
1758
PMG
ProVise Management Group
Florida
$610K $0 1 0.09% Maintained
1759
Simplicity Solutions
Simplicity Solutions
Minnesota
$610K +$46.6K 2 0.06% Increased
1760
PFBT
Parkside Financial Bank & Trust
Missouri
$609K +$25.8K 8 0.22% Increased
1761
LCM
Legato Capital Management
California
$605K -$944K 2 0.09% Reduced
1762
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$603K -$20K 4 0.1% Reduced
1763
NIM
NuWave Investment Management
New Jersey
$600K +$612K 3 0.71% New
1764
AP
Atwood & Palmer
Missouri
$598K -$8.13K 3 0.08% Reduced
1765
Belpointe Asset Management
Belpointe Asset Management
Nevada
$598K +$6.63K 2 0.13% Increased
1766
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$596K -$119K 1 0.2% Reduced
1767
JT
Jump Trading
Illinois
$595K +$574K 2 0.08% New
1768
GLI
Guardian Life Insurance
New York
$590K +$173K 4 0.13% Increased
1769
SPC
Stewart & Patten Company
California
$590K -$25.7K 2 0.11% Reduced
1770
Destination Wealth Management
Destination Wealth Management
California
$585K +$201K 1 0.04% Increased
1771
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$585K +$15.8K 1 0.06% Increased
1772
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$584K -$3.91K 1 0.34% Reduced
1773
Brighton Jones LLC
Brighton Jones LLC
Washington
$583K +$199K 2 0.07% Increased
1774
JCM
Jacobi Capital Management
Pennsylvania
$576K -$16.4K 5 0.19% Reduced
1775
ATC
Argent Trust Co
Tennessee
$574K -$51.8K 1 0.22% Reduced