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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
EWM
Evermay Wealth Management
Virginia
$210K +$206K 1 0.09% New
1877
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$209K -$195K 1 0.19% Reduced
1878
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$209K +$205K 1 0.03% New
1879
DA
Dillon & Associates
Michigan
$208K +$204K 1 0.09% New
1880
SCM
Sterneck Capital Management
Missouri
$204K -$17.7K 1 0.12% Reduced
1881
FFH
Fairfax Financial Holdings
Ontario, Canada
$202K +$204K 1 0.02% New
1882
FI
FormulaFolio Investments
Michigan
$202K -$651K 1 0.02% Reduced
1883
RGIA
Rainier Group Investment Advisory
Washington
$202K +$198K 1 0.1% New
1884
Mission Wealth Management
Mission Wealth Management
California
$201K +$196K 1 0.04% New
1885
RPG
Risk Paradigm Group
Texas
$201K +$55K 1 0.23% Increased
1886
SWA
SFMG Wealth Advisors
Texas
$200K +$196K 1 0.04% New
1887
MCF Advisors
MCF Advisors
Kentucky
$197K +$33K 3 0.04% Increased
1888
VCM
Versant Capital Management
Arizona
$197K -$4.83K 11 0.11% Reduced
1889
JFA
JNBA Financial Advisors
Minnesota
$196K +$22.3K 3 0.05% Increased
1890
OFW
Omnia Family Wealth
Florida
$194K -$2.14K 3 0.09% Reduced
1891
PCFFS
Pacific Center for Financial Services
California
$187K +$62.4K 3 0.13% Increased
1892
TIM
Tortoise Investment Management
New York
$185K -$9.72K 4 0.06% Reduced
1893
SJIM
St. Johns Investment Management
Florida
$181K $0 1 0.14% Maintained
1894
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$180K $0 1 0.1% Maintained
1895
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$173K +$166K 2 0.02% New
1896
DOA
D'Orazio & Associates
Virginia
$170K $0 1 0.07% Maintained
1897
AWM
AllSquare Wealth Management
New York
$167K +$21.3K 4 0.15% Increased
1898
AA
AlphaMark Advisors
Kentucky
$167K +$4.02K 3 0.08% Increased
1899
TDC
Thompson Davis & Co
Virginia
$166K -$23.7K 8 0.24% Reduced
1900
JGIA
Jackson Grant Investment Advisers
Connecticut
$164K +$110 2 0.13% Increased