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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
PI
Parkside Investments
Illinois
$360K -$368K 1 0.18% Reduced
1852
UC
Unio Capital
New Jersey
$360K $0 1 0.27% Maintained
1853
EVM
Evelyn V. Moreno
$359K $0 1 0.1% Maintained
1854
IR
Invictus RG
Bermuda
$359K +$340K 1 0.3% New
1855
Magnetar Financial
Magnetar Financial
Illinois
$359K -$1.12M 1 0.01% Reduced
1856
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$358K +$39.1K 3 0.01% Increased
1857
GHA
GW Henssler & Associates
Georgia
$357K -$36.9K 1 0.04% Reduced
1858
VCM
Vigilant Capital Management
Maine
$356K +$88.3K 3 0.05% Increased
1859
BOS
Bank of Stockton
California
$355K -$140K 1 0.19% Reduced
1860
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$354K +$52.7K 1 0.07% Increased
1861
JFA
Johanson Financial Advisors
California
$352K +$10.4K 1 0.22% Increased
1862
SCI
S&CO Inc
Massachusetts
$352K -$6.58K 1 0.04% Reduced
1863
MCM
Maryland Capital Management
Maryland
$350K $0 1 0.05% Maintained
1864
APG
Abacus Planning Group
South Carolina
$348K +$101K 1 0.26% Increased
1865
LRIA
Leonard Rickey Investment Advisors
Washington
$348K +$361K 1 0.26% New
1866
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$347K +$399 1 0.08% Increased
1867
LBC
Lawrence B. Cohen
$346K -$36.3K 1 0.25% Reduced
1868
PL
Parthenon LLC
Kentucky
$345K +$48.6K 1 0.08% Increased
1869
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$344K +$25.8K 1 0.19% Increased
1870
PAS
Partnervest Advisory Services
California
$343K +$3.46K 1 0.16% Increased
1871
SHA
Seneca House Advisors
Virginia
$339K +$346K 1 0.28% New
1872
PHAM
Palisades Hudson Asset Management
Florida
$337K $0 1 0.18% Maintained
1873
TBNY
Trustco Bank (New York)
New York
$336K -$13.9K 1 0.35% Reduced
1874
CAW
Cornerstone Advisors (Washington)
Washington
$335K -$4.31K 7 0.23% Reduced
1875
KJWM
Kiley Juergens Wealth Management
Washington
$334K +$339K 4 0.3% New