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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
FCFS
First Command Financial Services
Texas
$223K -$55K 1 0.14% Reduced
1902
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$222K +$215K 1 0.06% New
1903
GEA
Glen Eagle Advisors
New Jersey
$220K +$43.5K 6 0.21% Increased
1904
PP
PagnatoKarp Partners
Virginia
$218K +$211K 1 0.06% New
1905
ACM
Alta Capital Management
Utah
$217K $0 1 0.01% Maintained
1906
IP
Isthmus Partners
Wisconsin
$217K +$5.11K 5 0.06% Increased
1907
SCM
Sterneck Capital Management
Missouri
$217K -$13.8K 1 0.12% Reduced
1908
GC
Gratry & Company
Ohio
$216K +$209K 1 0.26% New
1909
DF Dent & Co
DF Dent & Co
Maryland
$215K $0 1 0.01% Maintained
1910
JFA
JNBA Financial Advisors
Minnesota
$215K $0 3 0.05% Maintained
1911
HWM
Highwater Wealth Management
Colorado
$214K -$62.6K 1 0.51% Reduced
1912
IHL
Investment House LLC
California
$214K $0 1 0.03% Maintained
1913
RCM
RB Capital Management
Nevada
$211K -$23.8K 1 0.16% Reduced
1914
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$210K -$77.5K 1 0.1% Reduced
1915
SFSG
Stearns Financial Services Group
North Carolina
$210K -$86.7K 1 0.05% Reduced
1916
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$206K $0 1 0.1% Maintained
1917
ECM
Elgethun Capital Management
South Dakota
$206K +$199K 1 0.15% New
1918
PCFFS
Pacific Center for Financial Services
California
$204K $0 3 0.13% Maintained
1919
YP
Yellowstone Partners
Idaho
$203K +$197K 1 0.11% New
1920
HKIM
Hayek Kallen Investment Management
Alabama
$202K $0 1 0.14% Maintained
1921
OFW
Omnia Family Wealth
Florida
$202K -$16.8K 1 0.1% Reduced
1922
WPA
Winning Points Advisors
Florida
$202K +$196K 1 0.17% New
1923
CWM
Concentric Wealth Management
California
$201K +$195K 1 0.15% New
1924
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$199K +$9.92K 5 0.1% Increased
1925
TIM
Tortoise Investment Management
New York
$198K $0 4 0.06% Maintained