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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
CWM
Catamount Wealth Management
Connecticut
$162K -$3K 1 0.11% Reduced
1902
FWM
Focused Wealth Management
New York
$162K -$149K 4 0.06% Reduced
1903
DII
Domini Impact Investments
New York
$156K -$235K 1 4.99% Reduced
1904
GEA
Glen Eagle Advisors
New Jersey
$156K $0 5 0.13% Maintained
1905
SFPIA
Stevens First Principles Investment Advisors
California
$155K $0 1 0.1% Maintained
1906
First Eagle Investment Management
First Eagle Investment Management
New York
$154K $0 2 0% Maintained
1907
AIM
Arcadia Investment Management
Michigan
$153K +$87.3K 2 0.05% Increased
1908
MWM
MinichMacGregor Wealth Management
New York
$151K +$585 4 0.14% Increased
1909
Arax Advisory Partners
Arax Advisory Partners
Colorado
$150K +$15.1K 3 0.07% Increased
1910
NCM
Nelson Capital Management
California
$150K $0 1 0.05% Maintained
1911
PFSC
Peoples Financial Services Corp
Pennsylvania
$150K +$32.3K 3 0.09% Increased
1912
GAM
Gemmer Asset Management
California
$148K -$1.64K 8 0.07% Reduced
1913
HCA
Heck Capital Advisors
Wisconsin
$148K -$7.18K 1 0.09% Reduced
1914
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$146K -$1.48K 6 0.07% Reduced
1915
BIG
Bellwether Investment Group
Tennessee
$141K +$4.44K 5 0.37% Increased
1916
FI
FCM Investments
Texas
$137K -$38K 1 0.09% Reduced
1917
FMA
FNY Managed Accounts
New York
$130K +$130K 4 0.4% New
1918
MBT
Monroe Bank & Trust
Michigan
$130K -$75.3K 1 0.04% Reduced
1919
IF
Ironwood Financial
Arizona
$124K $0 1 0.08% Maintained
1920
CS
Credential Securities
$124K +$90.9K 2 0.04% Increased
1921
VCA
VIEX Capital Advisors
Florida
$112K +$139K 1 0.09% New
1922
ACM
Armbruster Capital Management
New York
$111K -$2.75K 3 0.06% Reduced
1923
TC
Trust Company
Kansas
$109K $0 2 0.05% Maintained
1924
AIM
Acropolis Investment Management
Missouri
$108K -$65.9K 1 0.02% Reduced
1925
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$104K -$56.8K 3 0.04% Reduced