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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
SBA
Seven Bridges Advisors
New York
$89K +$6.7K 1 0.09% Increased
1877
PRS
Pinkerton Retirement Specialists
Idaho
$87K +$16.1K 4 0.04% Increased
1878
LWM
Lenox Wealth Management
Ohio
$85K -$11.3K 1 0.06% Reduced
1879
BWM
Baystate Wealth Management
Massachusetts
$84K +$83.6K 3 0.02% New
1880
JAM
Jolley Asset Management
North Carolina
$84K -$407 1 0.06% Reduced
1881
VIM
Veritas Investment Management
United Kingdom
$84K -$407 1 0.01% Reduced
1882
JWA
JFS Wealth Advisors
Pennsylvania
$82K -$13.4K 2 0.02% Reduced
1883
ARMC
American Research & Management Company
Massachusetts
$81K -$305 2 0.03% Reduced
1884
DIA
Davidson Investment Advisors
Montana
$80K +$77.8K 1 0.01% New
1885
Park Avenue Securities
Park Avenue Securities
New York
$80K +$76K 1 0.04% New
1886
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$77K $0 2 0.01% Maintained
1887
LF
Lee Financial
Texas
$77K +$74.8K 1 0.04% New
1888
BWA
Burt Wealth Advisors
Maryland
$76K +$7.02K 2 0.07% Increased
1889
MCM
MV Capital Management
Maryland
$74K -$19.4K 1 0.03% Reduced
1890
QAM
QCI Asset Management
New York
$74K +$950 2 0.01% Increased
1891
EWM
Edge Wealth Management
New York
$73K -$5.68K 3 0.03% Reduced
1892
DPA
Delphi Private Advisors
California
$72K -$12.5K 3 0.13% Reduced
1893
TFO
Tarbox Family Office
California
$68K -$1.79K 5 0.04% Reduced
1894
AIM
Arcadia Investment Management
Michigan
$63K +$43.8K 1 0.02% Increased
1895
HCM
Herndon Capital Management
Georgia
$63K -$70.7K 2 0.01% Reduced
1896
HWP
Hefty Wealth Partners
Indiana
$57K -$34.3K 1 0.05% Reduced
1897
CFD
Creative Financial Designs
Indiana
$54K +$52.4K 6 0.04% New
1898
WA
Winfield Associates
Ohio
$54K +$14.7K 6 0.03% Increased
1899
BC
Barnett & Company
Tennessee
$52K $0 2 0.03% Maintained
1900
CFN
Cordasco Financial Network
Florida
$52K +$51.8K 1 0.06% New