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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
BCM
Bluefin Capital Management
New York
$285K +$279K 1 0.04% New
1802
SBWM
Sunflower Bank Wealth Management
Arizona
$284K +$36.7K 1 0.1% Increased
1803
SIM
SSI Investment Management
California
$283K -$442 1 0.03% Reduced
1804
VST
Van Strum & Towne
California
$282K $0 1 0.18% Maintained
1805
JFA
Johanson Financial Advisors
California
$281K +$274K 1 0.25% New
1806
PCM
Pointe Capital Management
Michigan
$280K -$596K 1 0.21% Reduced
1807
IIC
Integrated Investment Consultants
Michigan
$279K +$40.7K 5 0.13% Increased
1808
AIA
AIMZ Investment Advisors
California
$277K $0 1 0.23% Maintained
1809
LJAC
L.J. Altfest & Co
New York
$276K -$3.55K 1 0.11% Reduced
1810
KCPG
Kavar Capital Partners Group
Kansas
$275K +$269K 1 0.15% New
1811
AMIM
Aull & Monroe Investment Management
Alabama
$272K -$15.1K 1 0.15% Reduced
1812
SFM
Signature Financial Management
Virginia
$271K $0 1 0.09% Maintained
1813
WA1
Wimmer Associates 1
California
$271K -$1.88K 1 0.25% Reduced
1814
B
Bellecapital
Switzerland
$270K +$41.9K 1 0.25% Increased
1815
GAG
GM Advisory Group
New York
$269K -$38.9K 1 0.09% Reduced
1816
MCM
McRae Capital Management
New Jersey
$269K $0 1 0.11% Maintained
1817
SWA
Sutton Wealth Advisors
Florida
$269K +$63.8K 6 0.22% Increased
1818
ACP
Arcus Capital Partners
Georgia
$268K $0 1 0.17% Maintained
1819
MPAM
Murphy Pohlad Asset Management
Minnesota
$268K $0 1 0.2% Maintained
1820
PVH
Psagot Value Holdings
Israel
$268K -$409K 1 0.01% Reduced
1821
RFWA
RPg Family Wealth Advisory
Massachusetts
$266K +$75.4K 2 0.22% Increased
1822
IAM
Integre Asset Management
New York
$264K -$288K 1 0.15% Reduced
1823
SFSG
Stearns Financial Services Group
North Carolina
$264K -$7.95K 1 0.06% Reduced
1824
DWM
Darwin Wealth Management
Florida
$261K +$110 1 0.15% Increased
1825
HA
Hamel Associates
New Jersey
$261K $0 1 0.13% Maintained