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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
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$93K -$22K 1 0.32% Reduced
1827
DPA
Delphi Private Advisors
California
$92K -$8.32K 5 0.17% Reduced
1828
AIS
Accurate Investment Solutions
Pennsylvania
$90K +$308 1 0.1% Increased
1829
ATC
Adirondack Trust Company
New York
$84K +$2.26K 2 0.06% Increased
1830
JAM
Jolley Asset Management
North Carolina
$84K +$11.4K 1 0.07% Increased
1831
VIM
Veritas Investment Management
United Kingdom
$84K $0 1 0.02% Maintained
1832
AWM
AllSquare Wealth Management
New York
$81K +$45.7K 3 0.08% Increased
1833
ADL
Asset Dedication LLC
California
$81K +$7.63K 1 0.06% Increased
1834
LBG
Lloyds Banking Group
United Kingdom
$79K $0 1 0.65% Maintained
1835
FNBSF
First National Bank Sioux Falls
South Dakota
$78K -$14.7K 2 0.25% Reduced
1836
NO
Ninety One
South Africa
$78K +$76.3K 2 0.07% New
1837
CWM
Catamount Wealth Management
Connecticut
$76K $0 2 0.09% Maintained
1838
QAM
QCI Asset Management
New York
$73K $0 2 0.01% Maintained
1839
HDIM
Hanson & Doremus Investment Management
Vermont
$68K +$2.26K 2 0.03% Increased
1840
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$68K +$3.06K 2 0.06% Increased
1841
JIR
James Investment Research
Ohio
$67K +$7.39K 2 0% Increased
1842
NEAM
New England Asset Management
Connecticut
$67K $0 1 0% Maintained
1843
TFO
Tarbox Family Office
California
$65K +$3.32K 5 0.05% Increased
1844
CAW
Cornerstone Advisors (Washington)
Washington
$64K $0 4 0.07% Maintained
1845
BWA
Burt Wealth Advisors
Maryland
$63K -$1.54K 1 0.07% Reduced
1846
NC
NewSquare Capital
Pennsylvania
$62K -$4.16K 1 0.01% Reduced
1847
ARMC
American Research & Management Company
Massachusetts
$60K $0 1 0.02% Maintained
1848
EWM
Edge Wealth Management
New York
$59K -$36.5K 2 0.02% Reduced
1849
AIM
Arcadia Investment Management
Michigan
$57K +$46.1K 3 0.02% Increased
1850
HRC
Hoertkorn Richard Charles
$48K $0 2 0.04% Maintained