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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
JIC
Joel Isaacson & Co
New York
$482K $0 1 0.08% Maintained
1827
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$480K +$295K 2 0.04% Increased
1828
KP
Keel Point
Alabama
$479K -$77.4K 1 0.07% Reduced
1829
NB
Nicolet Bankshares
Wisconsin
$479K +$37K 1 0.21% Increased
1830
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$479K +$68K 4 0.36% Increased
1831
SLT
St Louis Trust
Missouri
$479K +$464K 1 0.19% New
1832
SIP
Stoneridge Investment Partners
Pennsylvania
$479K +$500K 1 0.08% New
1833
ACM
Adalta Capital Management
New York
$478K -$16.9K 1 0.36% Reduced
1834
WP
WealthPLAN Partners
Nebraska
$477K +$23.1K 1 0.13% Increased
1835
Inspire Investing
Inspire Investing
Idaho
$473K +$472K 5 0.4% New
1836
BSB
Bangor Savings Bank
Maine
$472K $0 1 0.09% Maintained
1837
FFS
Founders Financial Securities
Maryland
$470K +$4.16K 1 0.16% Increased
1838
DII
Domini Impact Investments
New York
$467K -$1.46K 2 9.57% Reduced
1839
IHL
Investment House LLC
California
$463K +$241K 2 0.06% Increased
1840
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$461K +$447K 1 0.04% New
1841
CWA
Clarus Wealth Advisors
Arizona
$460K +$455K 2 0.44% New
1842
GEM
Global Endowment Management
North Carolina
$460K $0 1 0.07% Maintained
1843
CFG
CNO Financial Group
Indiana
$459K $0 1 0.15% Maintained
1844
WWM
Windsor Wealth Management
Indiana
$459K +$444K 1 0.39% New
1845
Chilton Investment Company
Chilton Investment Company
Connecticut
$455K +$3.22K 1 0.02% Increased
1846
Members Trust
Members Trust
Florida
$455K -$25.6K 1 0.02% Reduced
1847
MCIA
Mountain Capital Investment Advisors
Colorado
$453K -$159K 1 0.44% Reduced
1848
PVH
Psagot Value Holdings
Israel
$452K +$5.23K 2 0.02% Increased
1849
ACP
Arcus Capital Partners
Georgia
$451K +$204K 2 0.25% Increased
1850
Harvest Fund Management
Harvest Fund Management
China
$451K $0 2 0.07% Maintained