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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
SWMG
Signature Wealth Management Group
Georgia
$492K +$22.6K 3 0.36% Increased
1752
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$490K $0 1 0.15% Maintained
1753
PIA
Pinion Investment Advisors
Kansas
$488K +$205K 2 0.95% Increased
1754
MCA
Mercer Capital Advisers
New Jersey
$487K $0 1 0.35% Maintained
1755
Bienville Capital Management
Bienville Capital Management
New York
$485K +$3.26K 2 0.04% Increased
1756
Lourd Capital
Lourd Capital
California
$485K +$19K 1 0.07% Increased
1757
CCM
Cohen Capital Management
California
$483K $0 1 0.11% Maintained
1758
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$483K +$31.3K 5 0.24% Increased
1759
Aspiriant LLC
Aspiriant LLC
California
$480K +$231K 1 0.04% Increased
1760
IMA Advisory Services
IMA Advisory Services
Colorado
$479K -$570K 1 0.2% Reduced
1761
Calton & Associates
Calton & Associates
Florida
$477K -$181K 1 0.14% Reduced
1762
Nine Masts Capital
Nine Masts Capital
Hong Kong
$476K +$501K 1 0.09% New
1763
CPA
Court Place Advisors
Maryland
$475K +$211K 2 0.2% Increased
1764
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$475K +$169K 1 0.02% Increased
1765
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$473K $0 1 0.07% Maintained
1766
KWMG
King Wealth Management Group
Florida
$472K -$33.1K 1 0.16% Reduced
1767
TCB
Texas Capital Bancshares
Texas
$469K $0 1 1.02% Maintained
1768
U.S. Global Investors (USGI)
U.S. Global Investors (USGI)
Texas
$467K +$457K 1 0.21% New
1769
Bellecapital
Bellecapital
Switzerland
$465K -$66.3K 1 0.34% Reduced
1770
WAS
Winch Advisory Services
Wisconsin
$463K -$309K 4 0.25% Reduced
1771
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$460K -$53.4K 4 0.13% Reduced
1772
CAM
Covenant Asset Management
New Jersey
$458K -$1.92M 1 0.25% Reduced
1773
Global Retirement Partners
Global Retirement Partners
California
$457K -$115K 7 0.12% Reduced
1774
PP
PagnatoKarp Partners
Virginia
$456K +$214K 2 0.14% Increased
1775
VWA
V Wealth Advisors
Kansas
$454K -$1.99M 1 0.25% Reduced