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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
1876
SA
SRH Advisors
Kansas
$14K $0 1 0.07% Maintained
1877
TCM
Trafelet Capital Management
New York
$13K +$14.7K 1 0.01% New
1878
Pathstone Family Office
Pathstone Family Office
New Jersey
$12K $0 1 0.01% Maintained
1879
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$12K +$1K 2 0% Increased
1880
RWM
Raffa Wealth Management
District of Columbia
$11.7K -$512 7 0.01% Reduced
1881
BCFS
Butensky & Cohen Financial Security
Florida
$8K $0 1 0.01% Maintained
1882
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K $0 1 0.01% Maintained
1883
PSC
Prentiss Smith & Co
Vermont
$7K $0 1 0% Maintained
1884
CAL
Capital Advisors Ltd
Ohio
$6K -$5K 1 0% Reduced
1885
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$4.96K -$316K 1 0.01% Reduced
1886
AP
Advisors Preferred
Maryland
$4K +$4.81K 1 0% New
1887
LWA
Lowe Wealth Advisors
Maryland
$2K +$1.67K 1 0% New
1888
CS
Credential Securities
$1.63K +$1.65K 1 0% New
1889
NR
Newfound Research
Massachusetts
$1K +$617 1 0% New
1890
TFA
Transamerica Financial Advisors
Florida
$1K +$822 1 0% New
1891
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
1892
BIA
Barry Investment Advisors
Massachusetts
$0 -$6.25M 0 – Closed
1893
BCFA
BP Capital Fund Advisors
Texas
$0 -$3.45M 0 – Closed
1894
BPIM
Brant Point Investment Management
New York
$0 -$5.4M 0 – Closed
1895
Capital International Investors
Capital International Investors
California
$0 -$110K 0 – Closed
1896
CRIM
Castle Ridge Investment Management
Connecticut
$0 -$5.41M 0 – Closed
1897
Choreo LLC
Choreo LLC
Illinois
$0 -$586K 0 – Closed
1898
CIBC World Markets
CIBC World Markets
New York
$0 -$39M 0 – Closed
1899
CCI
Columbus Circle Investors
$0 -$7.31M 0 – Closed
1900
CP
Covalent Partners
Massachusetts
$0 -$13.5M 0 – Closed