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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
Sowell Financial Services
Sowell Financial Services
Arkansas
$388K +$376K 1 0.08% New
1827
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$387K +$127K 5 0% Increased
1828
GAG
GM Advisory Group
New York
$386K $0 1 0.11% Maintained
1829
DCM
Dimension Capital Management
Florida
$385K -$295K 1 0.21% Reduced
1830
MIS
Morningstar Investment Services
Illinois
$385K +$59.2K 1 0.01% Increased
1831
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$383K +$103K 7 0.01% Increased
1832
TRIM
Thompson Rubinstein Investment Management
Oregon
$382K $0 1 0.13% Maintained
1833
IC
InterOcean Capital
Illinois
$380K +$51.9K 1 0.04% Increased
1834
NFG
Next Financial Group
Texas
$378K -$136K 1 0.15% Reduced
1835
CIAS
Capital Investment Advisory Services
North Carolina
$377K +$27.9K 1 0.19% Increased
1836
IFWM
Institute for Wealth Management
Colorado
$377K -$4.24K 1 0.12% Reduced
1837
CWM
Catamount Wealth Management
Connecticut
$374K +$34.9K 1 0.18% Increased
1838
CPIM
Columbia Partners Investment Management
Virginia
$374K -$2.83M 1 0.11% Reduced
1839
FPCP
Fort Point Capital Partners
California
$374K -$194K 1 0.13% Reduced
1840
KP
Keel Point
Alabama
$371K -$35.3K 1 0.05% Reduced
1841
MCMT
Moon Capital Management (Tennessee)
Tennessee
$369K $0 1 0.39% Maintained
1842
C
Cerebellum
California
$368K -$453K 4 0.62% Reduced
1843
Confluence Investment Management
Confluence Investment Management
Missouri
$368K +$377K 1 0.01% New
1844
AWM
Aevitas Wealth Management
Massachusetts
$367K -$13K 3 0.36% Reduced
1845
OGC
Oak Grove Capital
New Hampshire
$367K +$45K 1 0.37% Increased
1846
FFA
Fragasso Financial Advisors
Pennsylvania
$366K +$532 1 0.09% Increased
1847
BFC
Blue Fin Capital
Rhode Island
$365K +$7.18K 1 0.2% Increased
1848
BCM
Breiter Capital Management
Florida
$364K +$10.1K 1 0.51% Increased
1849
FL
Fort LP
Maryland
$361K +$358K 3 0.09% New
1850
CCG
Ceeto Capital Group
Florida
$360K $0 1 0.27% Maintained