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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
1851
RTS
Round Table Services
New Jersey
$236K +$231K 1 0.08% New
1852
WCA
Westover Capital Advisors
Delaware
$236K -$6.76K 1 0.16% Reduced
1853
CWM
Cornerstone Wealth Management
Missouri
$234K +$247K 1 0.06% New
1854
PVWM
Point View Wealth Management
New Jersey
$234K +$2.32K 1 0.12% Increased
1855
HC
Hourglass Capital
Texas
$231K $0 1 0.06% Maintained
1856
PAM
Peak Asset Management
Colorado
$231K $0 1 0.09% Maintained
1857
TFF
The Family Firm
Maryland
$230K +$221 1 0.11% Increased
1858
JWM
Jacobus Wealth Management
Wisconsin
$228K $0 1 0.06% Maintained
1859
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$227K -$17.3K 1 0.11% Reduced
1860
NorthRock Partners
NorthRock Partners
Minnesota
$227K +$223K 1 0.1% New
1861
Sowell Financial Services
Sowell Financial Services
Arkansas
$226K -$3.78K 1 0.07% Reduced
1862
Intact Investment Management
Intact Investment Management
Quebec, Canada
$225K -$1.5M 1 0.01% Reduced
1863
LWAC
Laurel Wealth Advisors (California)
California
$225K -$13.9K 1 0.09% Reduced
1864
WDL
Well Done LLC
Michigan
$224K -$151K 1 0.08% Reduced
1865
MAM
Marquette Asset Management
Minnesota
$223K $0 1 0.09% Maintained
1866
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$219K -$67.3K 1 0.11% Reduced
1867
WP
WealthSource Partners
California
$219K +$215K 1 0.08% New
1868
UAS
United Asset Strategies
New York
$217K -$2.76K 1 0.07% Reduced
1869
CC
Cedar Capital
Illinois
$216K +$211K 1 0.09% New
1870
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$216K $0 1 0.11% Maintained
1871
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$216K $0 1 0.1% Maintained
1872
WPP
Whalerock Point Partners
Rhode Island
$216K -$80.5K 1 0.08% Reduced
1873
GSBTD
Glenview State Bank Trust Department
Illinois
$213K +$208K 1 0.11% New
1874
ATIA
American Trust Investment Advisors
New Hampshire
$212K +$198K 1 0.19% New
1875
SGAM
Smith Group Asset Management
Texas
$211K -$227K 1 0.01% Reduced