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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
CA
Continuum Advisory
Idaho
$214K +$210K 1 0.21% New
1902
HCM
Howland Capital Management
Massachusetts
$213K +$209K 1 0.02% New
1903
HCIA
Hochman Cole Investment Advisors
Illinois
$212K +$208K 1 0.15% New
1904
PFM
Parsec Financial Management
North Carolina
$211K +$207K 1 0.02% New
1905
NorthRock Partners
NorthRock Partners
Minnesota
$210K -$17.2K 1 0.09% Reduced
1906
CIAS
Capital Investment Advisory Services
North Carolina
$209K +$182K 1 0.14% New
1907
JFA
JNBA Financial Advisors
Minnesota
$209K $0 3 0.05% Maintained
1908
RFWA
RPg Family Wealth Advisory
Massachusetts
$209K -$72.1K 1 0.18% Reduced
1909
PA
Planning Alternatives
Michigan
$208K +$204K 1 0.04% New
1910
RCA
Rex Capital Advisors
Rhode Island
$207K +$200K 1 0.17% New
1911
FHC
First Heartland Consultants
Missouri
$206K -$1.64M 1 0.05% Reduced
1912
IP
Investment Partners
Ohio
$206K +$199K 1 0.19% New
1913
OFW
Omnia Family Wealth
Florida
$206K $0 3 0.1% Maintained
1914
ACM
Alta Capital Management
Utah
$204K +$201K 1 0.01% New
1915
DF Dent & Co
DF Dent & Co
Maryland
$203K +$199K 1 0.01% New
1916
RFG Advisory
RFG Advisory
Alabama
$202K +$196K 1 0.14% New
1917
FI
FormulaFolio Investments
Michigan
$201K $0 1 0.02% Maintained
1918
TIM
Tortoise Investment Management
New York
$198K $0 4 0.06% Maintained
1919
VCM
Versant Capital Management
Arizona
$198K -$9.95K 10 0.11% Reduced
1920
RWM
Raffa Wealth Management
District of Columbia
$197K +$161K 4 0.09% Increased
1921
PCFFS
Pacific Center for Financial Services
California
$193K -$6.11K 3 0.13% Reduced
1922
DII
Domini Impact Investments
New York
$183K $0 1 4.65% Maintained
1923
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$183K +$27K 5 0.09% Increased
1924
JGIA
Jackson Grant Investment Advisers
Connecticut
$183K +$236 2 0.14% Increased
1925
Welch Group
Welch Group
Alabama
$183K +$175K 1 0.03% New