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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
1776
WAS
Winch Advisory Services
Wisconsin
$327K -$38.9K 2 0.21% Reduced
1777
Brookstone Capital Management
Brookstone Capital Management
Illinois
$326K +$319K 1 0.03% New
1778
RAM
Riggs Asset Management
Pennsylvania
$322K $0 2 0.14% Maintained
1779
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$322K -$43K 1 0.01% Reduced
1780
WIC
Whitegate Investment Counselors
New Hampshire
$321K $0 1 0.07% Maintained
1781
KTC
Kistler-Tiffany Companies
Pennsylvania
$320K +$17.7K 2 0.15% Increased
1782
WIS
Wright Investors Service
Connecticut
$320K -$32.9K 1 0.12% Reduced
1783
JFA
Johanson Financial Advisors
California
$319K +$19.1K 1 0.26% Increased
1784
VHAM
Van Hulzen Asset Management
California
$319K -$69.9K 1 0.13% Reduced
1785
VI
Versor Investments
New York
$318K +$45K 1 0.09% Increased
1786
ITIM
Indiana Trust & Investment Management
Indiana
$317K $0 1 0.16% Maintained
1787
PCP
Proficio Capital Partners
Massachusetts
$313K -$93.6K 10 0.13% Reduced
1788
TBA
Train Babcock Advisors
New York
$313K $0 1 0.14% Maintained
1789
WA
Wealth Architects
California
$313K -$590 1 0.12% Reduced
1790
PHAM
Palisades Hudson Asset Management
Florida
$312K $0 1 0.18% Maintained
1791
WP
WealthSource Partners
California
$312K +$76.9K 1 0.11% Increased
1792
MFW
Mosaic Family Wealth
Missouri
$311K -$13.7K 3 0.13% Reduced
1793
CL
CIM LLC
New York
$310K -$401K 1 0.13% Reduced
1794
GG
GenWealth Group
New Jersey
$308K +$302K 1 0.21% New
1795
KWMG
King Wealth Management Group
Florida
$307K $0 1 0.12% Maintained
1796
KCM
Karp Capital Management
California
$305K +$32.7K 1 0.15% Increased
1797
GWM
GSB Wealth Management
Connecticut
$304K -$202K 1 1.38% Reduced
1798
PTC
Petrus Trust Company
Texas
$302K +$295K 2 0.07% New
1799
MPAM
Murphy Pohlad Asset Management
Minnesota
$301K $0 1 0.22% Maintained
1800
VST
Van Strum & Towne
California
$301K $0 1 0.2% Maintained