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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
NWS
Newport Wealth Strategies
California
$334K -$47.9K 1 0.39% Reduced
1877
BW
Bison Wealth
Georgia
$333K -$16.5K 1 0.25% Reduced
1878
DHFB
Dixon Hubard Feinour & Brown
Virginia
$332K -$14.8K 1 0.1% Reduced
1879
DIP
DT Investment Partners
Pennsylvania
$332K -$133K 1 0.05% Reduced
1880
EF
Exeter Financial
Arizona
$332K -$265K 1 0.29% Reduced
1881
AL
Arnhold LLC
New York
$328K $0 1 0.06% Maintained
1882
ACM
AUA Capital Management
Pennsylvania
$328K $0 3 0.29% Maintained
1883
GWM
GSB Wealth Management
Connecticut
$328K $0 1 1.55% Maintained
1884
RAM
Riggs Asset Management
Pennsylvania
$328K $0 2 0.14% Maintained
1885
FIM
Fernwood Investment Management
Massachusetts
$326K -$3.51K 1 0.18% Reduced
1886
VST
Van Strum & Towne
California
$325K $0 1 0.22% Maintained
1887
FPB
First PREMIER Bank
South Dakota
$322K +$96.8K 3 0.22% Increased
1888
Loews Corp
Loews Corp
New York
$321K +$30.8K 1 0% Increased
1889
Arax Advisory Partners
Arax Advisory Partners
Colorado
$320K +$152K 3 0.14% Increased
1890
AF
Affiance Financial
Minnesota
$319K +$6.92K 1 0.24% Increased
1891
WA
Wealth Architects
California
$319K +$7.45K 1 0.1% Increased
1892
WLIM
White Lighthouse Investment Management
Massachusetts
$319K +$326K 1 0.18% New
1893
Brighton Jones LLC
Brighton Jones LLC
Washington
$318K -$4.39K 1 0.04% Reduced
1894
PAM
Peak Asset Management
Colorado
$318K -$12.5K 1 0.12% Reduced
1895
WIC
Woodmont Investment Counsel
Tennessee
$318K +$69.8K 1 0.09% Increased
1896
GAMA
Graticule Asia Macro Advisors
New York
$317K +$44.2K 1 0.02% Increased
1897
PCAP
Pratt Collard Advisory Partners
New York
$317K $0 1 0.27% Maintained
1898
PEA
Pacific Edge Advisors
California
$316K +$25K 1 0.17% Increased
1899
Annex Advisory Services
Annex Advisory Services
Wisconsin
$315K $0 1 0.05% Maintained
1900
OPCM
Osborne Partners Capital Management
California
$315K $0 1 0.04% Maintained