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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
KCM
Karp Capital Management
California
$257K -$56.3K 1 0.15% Reduced
1827
CA
Cornerstone Advisors
North Carolina
$253K $0 1 0.05% Maintained
1828
IT
Independence Trust
Tennessee
$253K -$7.51K 1 0.33% Reduced
1829
VI
Versor Investments
New York
$253K -$306K 1 0.1% Reduced
1830
PWP
Private Wealth Partners
California
$252K -$59.2K 1 0.06% Reduced
1831
TCM
Tufton Capital Management
Maryland
$251K +$246K 1 0.05% New
1832
IWA
Intercontinental Wealth Advisors
Texas
$250K $0 1 0.15% Maintained
1833
IC
Intersect Capital
California
$250K $0 1 0.22% Maintained
1834
LA
Lau Associates
Delaware
$250K $0 1 0.22% Maintained
1835
EI
EDMP Inc
Florida
$246K $0 1 0.22% Maintained
1836
ACM
Argyle Capital Management
Pennsylvania
$244K $0 1 0.1% Maintained
1837
CPA
Cowen Prime Advisors
New York
$244K $0 1 0.13% Maintained
1838
NIA
Northstar Investment Advisors
Colorado
$244K $0 1 0.05% Maintained
1839
WIC
Woodmont Investment Counsel
Tennessee
$244K $0 1 0.07% Maintained
1840
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$243K -$568K 4 0% Reduced
1841
Global Retirement Partners
Global Retirement Partners
California
$243K +$34.2K 4 0.14% Increased
1842
GF
Goodman Financial
Texas
$243K $0 1 0.13% Maintained
1843
IA
Independence Advisors
Pennsylvania
$243K +$7.95K 1 0.1% Increased
1844
CA
Cornerstone Advisory
Maryland
$241K -$77.4K 1 0.12% Reduced
1845
HKIM
Hayek Kallen Investment Management
Alabama
$241K $0 1 0.17% Maintained
1846
BO
BRR OpCo
Ohio
$240K +$204K 1 0.08% New
1847
SWK
Stephen W. Kidder
$239K -$111K 1 0.09% Reduced
1848
LRPA
L. Roy Papp & Associates
Arizona
$237K -$14.7K 1 0.05% Reduced
1849
FPCP
Fort Point Capital Partners
California
$236K -$52K 1 0.12% Reduced
1850
IP
Isthmus Partners
Wisconsin
$236K -$5K 4 0.07% Reduced