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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
AC
Avestar Capital
New York
$529K +$566K 6 0.4% New
1802
IFWM
Institute for Wealth Management
Colorado
$526K +$511K 1 0.12% New
1803
LW
Linscomb Wealth
Texas
$526K -$19.9K 1 0.04% Reduced
1804
WAP
Wealthcare Advisory Partners
Pennsylvania
$526K +$78.9K 5 0.14% Increased
1805
CBN
Cadence Bank NA
Texas
$525K +$11K 1 0.19% Increased
1806
CSA
Cottage Street Advisors
Massachusetts
$521K $0 1 0.31% Maintained
1807
TIA
Tiemann Investment Advisors
California
$520K +$206K 2 0.41% Increased
1808
AI
ArchPoint Investors
Florida
$519K $0 1 0.16% Maintained
1809
MCA
Mercer Capital Advisers
New Jersey
$515K $0 1 0.37% Maintained
1810
CCM
Cohen Capital Management
California
$514K $0 1 0.12% Maintained
1811
NIA
Northstar Investment Advisors
Colorado
$513K $0 2 0.09% Maintained
1812
BHB
Bank Hapoalim BM
Israel
$511K $0 1 0.11% Maintained
1813
AAMA
Advanced Asset Management Advisors
Ohio
$510K +$483K 1 0.17% New
1814
PCA
Peddock Capital Advisors
Massachusetts
$509K $0 2 0.26% Maintained
1815
TCB
Texas Capital Bancshares
Texas
$507K $0 1 1.13% Maintained
1816
Allworth Financial
Allworth Financial
California
$506K -$598 6 0.04% Reduced
1817
FAIM
Financial Advocates Investment Management
Washington
$504K +$488K 1 0.07% New
1818
NFG
Next Financial Group
Texas
$503K -$1.46M 1 0.22% Reduced
1819
PNAA
Pictet North America Advisors
Switzerland
$503K +$97.6K 1 0.08% Increased
1820
HCM
HMS Capital Management
Tennessee
$502K -$31.2K 1 0.37% Reduced
1821
HA
Harfst & Associates
Wyoming
$500K +$11.5K 1 0.2% Increased
1822
DIP
DT Investment Partners
Pennsylvania
$492K +$4.56K 1 0.08% Increased
1823
IDBONY
Israel Discount Bank of New York
New York
$485K -$109K 4 0.34% Reduced
1824
NB
Northwest Bancshares
Pennsylvania
$484K +$469K 1 0.2% New
1825
OGC
Oak Grove Capital
New Hampshire
$483K +$468K 1 0.5% New