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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
GWM
GSB Wealth Management
Connecticut
$323K $0 1 1.53% Maintained
1802
HHGA
Halbert Hargrove Global Advisors
California
$323K -$50K 1 0.09% Reduced
1803
MFW
Mosaic Family Wealth
Missouri
$323K +$17.4K 4 0.13% Increased
1804
SIC
SFE Investment Counsel
California
$323K -$93.4K 1 0.14% Reduced
1805
SCM
SKBA Capital Management
California
$322K -$16K 1 0.05% Reduced
1806
VST
Van Strum & Towne
California
$320K $0 1 0.21% Maintained
1807
SIM
SSI Investment Management
California
$319K -$1.86K 1 0.03% Reduced
1808
CIAS
Capital Investment Advisory Services
North Carolina
$318K +$99K 1 0.2% Increased
1809
DRD
Dennis R. Delaney
$316K $0 1 0.61% Maintained
1810
PAM
Peak Asset Management
Colorado
$314K +$50.1K 1 0.11% Increased
1811
RG
Renaissance Group
Kentucky
$313K +$49 1 0.01% Increased
1812
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$310K $0 1 0.18% Maintained
1813
CWM
Catamount Wealth Management
Connecticut
$309K +$119K 1 0.18% Increased
1814
GAG
GM Advisory Group
New York
$306K -$4.22K 1 0.09% Reduced
1815
LWAC
Laurel Wealth Advisors (California)
California
$304K +$35.9K 1 0.1% Increased
1816
TFF
The Family Firm
Maryland
$303K +$124 1 0.13% Increased
1817
WA1
Wimmer Associates 1
California
$303K $0 1 0.28% Maintained
1818
CA
Cornerstone Advisory
Maryland
$302K $0 1 0.1% Maintained
1819
Sentry Investments
Sentry Investments
Ontario, Canada
$302K +$303K 1 0% New
1820
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$301K -$601K 1 0.25% Reduced
1821
Todd Asset Management
Todd Asset Management
Kentucky
$300K +$42.2K 1 0.01% Increased
1822
ACM
AUA Capital Management
Pennsylvania
$296K $0 2 0.27% Maintained
1823
SFM
Signature Financial Management
Virginia
$295K +$57.1K 1 0.09% Increased
1824
SWA
Sutton Wealth Advisors
Florida
$295K +$391 7 0.22% Increased
1825
BO
BRR OpCo
Ohio
$294K $0 1 0.09% Maintained