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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
1801
PAM
Peak Asset Management
Colorado
$215K +$3.36K 1 0.09% Increased
1802
PVWM
Point View Wealth Management
New Jersey
$215K +$2.24K 1 0.12% Increased
1803
PCP
Proficio Capital Partners
Massachusetts
$215K -$28.7K 8 0.09% Reduced
1804
HC
Hourglass Capital
Texas
$214K -$23.7K 1 0.05% Reduced
1805
Sowell Financial Services
Sowell Financial Services
Arkansas
$214K +$194K 2 0.07% New
1806
TFF
The Family Firm
Maryland
$214K -$7.02K 1 0.1% Reduced
1807
WAS
Winch Advisory Services
Wisconsin
$212K -$14.8K 2 0.15% Reduced
1808
WFG
Windsor Financial Group
Minnesota
$211K $0 1 0.1% Maintained
1809
Curi RMB Capital
Curi RMB Capital
Illinois
$210K -$3.19M 1 0.01% Reduced
1810
Personal Capital Advisors
Personal Capital Advisors
California
$209K +$203K 1 0.01% New
1811
Soros Fund Management
Soros Fund Management
New York
$208K +$218K 1 0% New
1812
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$207K -$359K 1 0.12% Reduced
1813
SCM
Sterneck Capital Management
Missouri
$206K -$2.24K 1 0.13% Reduced
1814
WC
Wexford Capital
Florida
$205K -$1.88M 1 0.02% Reduced
1815
B
Bellecapital
Switzerland
$204K +$207K 1 0.18% New
1816
UAS
United Asset Strategies
New York
$204K +$198K 1 0.07% New
1817
RCA
Rex Capital Advisors
Rhode Island
$202K +$195K 1 0.19% New
1818
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$200K +$195K 1 0.09% New
1819
Global Retirement Partners
Global Retirement Partners
California
$193K +$190K 4 0.13% New
1820
VCM
Versant Capital Management
Arizona
$193K -$18.1K 11 0.11% Reduced
1821
MBT
Monroe Bank & Trust
Michigan
$192K +$187K 1 0.07% New
1822
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$187K +$174K 5 0.02% Increased
1823
SWA
Sutton Wealth Advisors
Florida
$184K -$30.1K 6 0.16% Reduced
1824
FAN
Financial Advisors Network
California
$183K +$172K 5 0.16% New
1825
TIM
Tortoise Investment Management
New York
$183K -$508 4 0.06% Reduced