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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
Todd Asset Management
Todd Asset Management
Kentucky
$278K -$30.8M 1 0.01% Reduced
1827
SFM
Signature Financial Management
Virginia
$277K -$12.6K 1 0.09% Reduced
1828
CWA Asset Management Group
CWA Asset Management Group
Florida
$276K -$41.3K 1 0.09% Reduced
1829
EI
EDMP Inc
Florida
$276K $0 1 0.26% Maintained
1830
ACM
Argyle Capital Management
Pennsylvania
$274K $0 1 0.11% Maintained
1831
DWM
Darwin Wealth Management
Florida
$274K -$4.37K 1 0.15% Reduced
1832
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$272K +$78.2K 1 0.13% Increased
1833
WPP
Whalerock Point Partners
Rhode Island
$272K +$40.7K 1 0.1% Increased
1834
LJAC
L.J. Altfest & Co
New York
$271K -$12.4K 1 0.16% Reduced
1835
DIP
DT Investment Partners
Pennsylvania
$270K +$264K 1 0.05% New
1836
AIA
AIMZ Investment Advisors
California
$269K -$26.1K 1 0.23% Reduced
1837
MIS
Morningstar Investment Services
Illinois
$268K -$242K 1 0.01% Reduced
1838
ACP
Arcus Capital Partners
Georgia
$267K $0 1 0.17% Maintained
1839
Harvest Fund Management
Harvest Fund Management
China
$267K +$259K 2 0.04% New
1840
IWA
Intercontinental Wealth Advisors
Texas
$267K $0 1 0.17% Maintained
1841
IC
Intersect Capital
California
$267K $0 1 0.16% Maintained
1842
LA
Lau Associates
Delaware
$267K $0 1 0.21% Maintained
1843
IT
Independence Trust
Tennessee
$266K -$4.13K 1 0.32% Reduced
1844
Klingman & Associates
Klingman & Associates
New York
$266K -$65.4K 1 0.07% Reduced
1845
TG
TLP Group
Illinois
$265K -$870K 2 0.25% Reduced
1846
CCMD
Cypress Capital Management (Delaware)
Delaware
$264K -$170K 1 0.06% Reduced
1847
FCB
First Command Bank
Texas
$263K -$252K 1 0.17% Reduced
1848
FCFS
First Command Financial Services
Texas
$263K -$252K 1 0.17% Reduced
1849
SBWM
Sunflower Bank Wealth Management
Arizona
$263K -$39.2K 1 0.09% Reduced
1850
HWM
Highwater Wealth Management
Colorado
$262K +$257K 1 0.63% New