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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
1901
WCM
Washington Capital Management
Washington
$1.83M +$739K 3 1.21% Increased
1902
IB
Intrust Bank
Kansas
$1.83M -$1.41M 3 0.14% Reduced
1903
VIA
Virtus Investment Advisers
Connecticut
$1.82M -$528K 1 0.42% Reduced
1904
MFG
Magnus Financial Group
New York
$1.82M -$1.16M 2 0.13% Reduced
1905
FPF
First Pacific Financial
Washington
$1.82M -$126K 4 0.22% Reduced
1906
ATFA
All Terrain Financial Advisors
Minnesota
$1.82M -$1.81M 1 0.3% Reduced
1907
HAM
Harmony Asset Management
Arizona
$1.82M -$356K 2 0.49% Reduced
1908
KIC
Kensington Investment Counsel
California
$1.82M -$2.01M 1 0.79% Reduced
1909
WC
Waterloo Capital
Texas
$1.81M -$118K 4 0.1% Reduced
1910
PMWMG
Parr McKnight Wealth Management Group
Minnesota
$1.81M -$261K 3 0.21% Reduced
1911
CA
CGN Advisors
Kansas
$1.8M -$231K 1 0.13% Reduced
1912
MIC
Meridian Investment Counsel
California
$1.8M -$1.05M 2 0.39% Reduced
1913
KWM
Keebeck Wealth Management
Illinois
$1.8M -$602K 5 0.18% Reduced
1914
HIA
Harvest Investment Advisors
Florida
$1.8M -$610K 2 0.89% Reduced
1915
PWAM
Private Wealth Asset Management
Iowa
$1.8M -$911K 5 0.17% Reduced
1916
AIM
Ausbil Investment Management
Australia
$1.8M -$1.89M 1 0.81% Reduced
1917
MHIC
Marble Harbor Investment Counsel
Massachusetts
$1.79M -$391K 3 0.18% Reduced
1918
1C
111 Capital
France
$1.79M +$91.7K 3 0.31% Increased
1919
LCM
Leisure Capital Management
California
$1.79M -$1.79M 1 0.56% Reduced
1920
MWM
Marietta Wealth Management
Georgia
$1.79M $0 1 0.18% Maintained
1921
BOC
Barbara Oil Co
Illinois
$1.79M -$1.78M 1 0.6% Reduced
1922
AWM
Angeles Wealth Management
California
$1.79M -$245K 4 0.08% Reduced
1923
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.79M -$424 5 0.45% Reduced
1924
CFA
Collaborative Fund Advisors
Nevada
$1.79M +$388K 4 1.04% Increased
1925
AFP
Ausdal Financial Partners
Iowa
$1.79M -$445K 3 0.07% Reduced