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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
TC
Trust Company
Kansas
$99K $0 2 0.04% Maintained
1827
CWM
Cranbrook Wealth Management
Michigan
$98K -$14K 1 0.05% Reduced
1828
ACM
Armbruster Capital Management
New York
$97K $0 1 0.06% Maintained
1829
JWA
JFS Wealth Advisors
Pennsylvania
$97K -$543K 2 0.03% Reduced
1830
LWM
Lenox Wealth Management
Ohio
$97K -$12.7K 1 0.08% Reduced
1831
ATC
Adirondack Trust Company
New York
$93K +$8.6K 1 0.07% Increased
1832
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$93K $0 1 0.26% Maintained
1833
MCM
MV Capital Management
Maryland
$93K -$4.78K 2 0.03% Reduced
1834
SBA
Seven Bridges Advisors
New York
$93K +$93K 1 0.08% New
1835
HWP
Hefty Wealth Partners
Indiana
$92K +$92.3K 2 0.07% New
1836
ADL
Asset Dedication LLC
California
$91K +$9.93K 1 0.06% Increased
1837
HDIM
Hanson & Doremus Investment Management
Vermont
$90K +$17.4K 2 0.04% Increased
1838
MUS
Mitsubishi UFJ Securities
Japan
$90K -$35K 1 0.47% Reduced
1839
JAM
Jolley Asset Management
North Carolina
$85K $0 1 0.07% Maintained
1840
VIM
Veritas Investment Management
United Kingdom
$85K $0 1 0.02% Maintained
1841
DPA
Delphi Private Advisors
California
$84K -$9.1K 5 0.15% Reduced
1842
ARMC
American Research & Management Company
Massachusetts
$83K +$23.2K 2 0.03% Increased
1843
EWM
Edge Wealth Management
New York
$83K +$19.6K 3 0.04% Increased
1844
LOT
Lombard Odier Transatlantic
Quebec, Canada
$83K +$46.7K 2 0.08% Increased
1845
FPB
First PREMIER Bank
South Dakota
$80K -$121K 1 0.06% Reduced
1846
NC
NewSquare Capital
Pennsylvania
$77K +$16.2K 4 0.02% Increased
1847
AIM
Advantage Investment Management
Iowa
$76K +$60.9K 5 0.03% Increased
1848
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$76K -$425K 2 0.01% Reduced
1849
FNBSF
First National Bank Sioux Falls
South Dakota
$73K -$4.17K 2 0.2% Reduced
1850
QAM
QCI Asset Management
New York
$72K -$324 2 0.01% Reduced