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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
1826	NFSG Newbridge Financial Services Group Boca Raton, Florida	$2.07M	-$49.5K	6	0.26%	Reduced
1827	FFO Fiduciary Family Office Boca Raton, Florida	$2.07M	+$991K	2	0.52%	Increased
1828	SF Symphony Financial Houston, Texas	$2.07M	+$149K	4	0.23%	Increased
1829	Flow Traders U.S. New York	$2.07M	+$1.16M	2	0.09%	Increased
1830	MPWS McCarter Private Wealth Services Boston, Massachusetts	$2.07M	-$129K	1	0.71%	Reduced
1831	LAM LOM Asset Management Hamilton,	$2.06M	-$1.88M	2	0.53%	Reduced
1832	SFP Shepherd Financial Partners Winchester, Massachusetts	$2.06M	-$2.11M	1	0.17%	Reduced
1833	KTM Keeler Thomas Management Orem, Utah	$2.06M	+$120K	1	0.73%	Increased
1834	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$2.05M	-$4.93M	6	0.1%	Reduced
1835	ACM Ativo Capital Management Chicago, Illinois	$2.05M	-$414K	1	1.57%	Reduced
1836	CCFM Clear Creek Financial Management Silverdale, Washington	$2.04M	-$653K	4	0.13%	Reduced
1837	GM GeoWealth Management Chicago, Illinois	$2.03M	-$454K	4	0.06%	Reduced
1838	GC Gratia Capital Los Angeles, California	$2.03M	+$1.95M	1	1.23%	New
1839	AO Advisor OS Chicago, Illinois	$2.03M	-$444K	5	0.14%	Reduced
1840	BMWM Brown Miller Wealth Management Mclean, Virginia	$2.01M	-$344K	2	0.51%	Reduced
1841	WPIC White Pine Investment Company Livonia, Michigan	$2M	-$1.94M	1	0.43%	Reduced
1842	AWM Aprio Wealth Management Atlanta, Georgia	$2M	-$592K	3	0.1%	Reduced
1843	LAM Lifestyle Asset Management Friendswood, Texas	$2M	+$139K	1	0.54%	Increased
1844	DWG Darden Wealth Group Ann Arbor, Michigan	$2M	+$19.2K	1	0.79%	Increased
1845	ACM Accent Capital Management Centerville, Ohio	$2M	-$2.19M	3	0.86%	Reduced
1846	DLP De Lisle Partners Poole, United Kingdom	$2M	+$335K	2	0.22%	Increased
1847	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$1.99M	-$475K	2	0.17%	Reduced
1848	PP Patron Partners Houston, Texas	$1.99M	-$355K	3	0.76%	Reduced
1849	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.98M	-$1.98M	1	0.55%	Reduced
1850	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.98M	-$364K	3	0.15%	Reduced