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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
JIC
Joel Isaacson & Co
New York
$453K $0 1 0.08% Maintained
1777
WP
WealthPLAN Partners
Nebraska
$453K +$6.79K 1 0.09% Increased
1778
BSB
Bangor Savings Bank
Maine
$452K +$4.12K 1 0.09% Increased
1779
PAM
Private Asset Management
California
$452K $0 1 0.07% Maintained
1780
CGA
Crescent Grove Advisors
Illinois
$451K -$2.26K 2 0.11% Reduced
1781
NB
Northwest Bancshares
Pennsylvania
$451K $0 1 0.19% Maintained
1782
WPP
Whalerock Point Partners
Rhode Island
$451K -$167K 1 0.36% Reduced
1783
PCM
Poehling Capital Management
Wisconsin
$450K -$26K 2 0.39% Reduced
1784
ACM
Adalta Capital Management
New York
$449K $0 1 0.32% Maintained
1785
IHL
Investment House LLC
California
$449K $0 2 0.05% Maintained
1786
UCI
Uncommon Cents Investing
Wisconsin
$447K +$464K 1 0.29% New
1787
CWM
Chesapeake Wealth Management
Virginia
$445K -$499K 1 0.21% Reduced
1788
GLI
Guardian Life Insurance
New York
$445K +$56.1K 3 0.08% Increased
1789
FFS
Founders Financial Securities
Maryland
$442K -$6.65K 1 0.14% Reduced
1790
SCM
Stonebridge Capital Management
California
$442K $0 1 0.16% Maintained
1791
HRT Financial
HRT Financial
New York
$440K +$233K 1 0.16% Increased
1792
IFAM
Institutional & Family Asset Management
Colorado
$438K +$12K 3 0.09% Increased
1793
CWA
Clarus Wealth Advisors
Arizona
$432K +$4.83K 4 0.33% Increased
1794
GEM
Global Endowment Management
North Carolina
$432K $0 1 0.06% Maintained
1795
GAAM
Guinness Atkinson Asset Management
California
$429K +$146K 1 0.24% Increased
1796
WIC
Whitegate Investment Counselors
New Hampshire
$428K +$93.5K 1 0.09% Increased
1797
MCM
McRae Capital Management
New Jersey
$427K +$31.7K 1 0.18% Increased
1798
HR
Howe & Rusling
New York
$426K -$287K 5 0.08% Reduced
1799
Summit Trail Advisors
Summit Trail Advisors
New York
$425K -$4.84M 2 0.15% Reduced
1800
WCWM
Willow Creek Wealth Management
California
$425K $0 1 0.24% Maintained