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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
IWC
Integrated Wealth Counsel
California
$11K +$11.2K 1 0.02% New
1902
BCFS
Butensky & Cohen Financial Security
Florida
$8K $0 1 0.01% Maintained
1903
CAL
Capital Advisors Ltd
Ohio
$7K $0 1 0% Maintained
1904
Pathstone Family Office
Pathstone Family Office
New Jersey
$7K -$5.12K 1 0.01% Reduced
1905
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K -$881 1 0.01% Reduced
1906
EDRPMB
Edmond de Rothschild Private Merchant Banking
United Kingdom
$6K +$5.46K 1 0.02% New
1907
PSC
Prentiss Smith & Co
Vermont
$6K -$834 1 0% Reduced
1908
CWM
Cedar Wealth Management
California
$5K +$4.91K 1 0% New
1909
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$5K +$5.41K 1 0% New
1910
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$4K -$343K 2 0% Reduced
1911
LWA
Lowe Wealth Advisors
Maryland
$2K +$185 1 0% Increased
1912
WCM
Wealthcare Capital Management
Virginia
$2K +$834 2 0% Increased
1913
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$1K +$1.29K 1 0% New
1914
NR
Newfound Research
Massachusetts
$1K -$93 1 0% Reduced
1915
TFA
Transamerica Financial Advisors
Florida
$1K $0 1 0% Maintained
1916
AFA
Abacus FCF Advisors
Florida
$0 -$1.74M 0 – Closed
1917
AP
Advisors Preferred
Maryland
$0 -$4K 0 – Closed
1918
AAM
Amerigo Asset Management
Cayman Islands
$0 -$33.3M 0 – Closed
1919
AMF Tjänstepension
AMF Tjänstepension
Sweden
$0 -$19.4M 0 – Closed
1920
ACP
Andalusian Capital Partners
Connecticut
$0 -$1.62M 0 – Closed
1921
AAM
Ardevora Asset Management
United Kingdom
$0 -$26.9M 0 – Closed
1922
ABP
Arthur B. Page
$0 -$532K 0 – Closed
1923
AC
Ascend Capital
California
$0 -$50M 0 – Closed
1924
BCA
Benchmark Capital Advisors
New York
$0 -$821K 0 – Closed
1925
BIM
Bogle Investment Management
Massachusetts
$0 -$2.86M 0 – Closed