← All themes

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
PAS
Partnervest Advisory Services
California
$370K +$358K 1 0.18% New
1902
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$369K +$125K 1 0.09% Increased
1903
RPG
Risk Paradigm Group
Texas
$366K +$61.4K 1 0.39% Increased
1904
HCM
Hengehold Capital Management
Ohio
$364K $0 1 0.1% Maintained
1905
WAS
Winch Advisory Services
Wisconsin
$364K -$25.6K 2 0.22% Reduced
1906
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$364K -$51.8K 1 0.02% Reduced
1907
RAM
Riggs Asset Management
Pennsylvania
$363K -$4.16K 2 0.15% Reduced
1908
OPCM
Osborne Partners Capital Management
California
$362K +$2.97K 1 0.05% Increased
1909
CCM
Canal Capital Management
Virginia
$361K +$350K 1 0.2% New
1910
IC
Intersect Capital
California
$361K -$4.83K 1 0.19% Reduced
1911
CAW
Cornerstone Advisors (Washington)
Washington
$360K -$3.2K 7 0.24% Reduced
1912
MCM
Maryland Capital Management
Maryland
$360K $0 1 0.05% Maintained
1913
SCM
Stellar Capital Management
Arizona
$360K -$57.9K 1 0.24% Reduced
1914
PHAM
Palisades Hudson Asset Management
Florida
$359K $0 1 0.2% Maintained
1915
GAM
Gould Asset Management
California
$358K $0 1 0.16% Maintained
1916
WIC
Whitegate Investment Counselors
New Hampshire
$358K $0 1 0.07% Maintained
1917
EVM
Evelyn V. Moreno
$357K $0 1 0.11% Maintained
1918
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$355K +$350K 3 0.01% Increased
1919
CIAS
Capital Investment Advisory Services
North Carolina
$355K +$11.1K 1 0.21% Increased
1920
HA
Hamel Associates
New Jersey
$355K -$26K 1 0.17% Reduced
1921
AWM
Altium Wealth Management
New York
$354K +$342K 1 0.16% New
1922
BCM
Breiter Capital Management
Florida
$354K +$342K 1 0.51% New
1923
SIM
Spark Investment Management
New York
$354K -$3.14M 1 0.02% Reduced
1924
CL
CIM LLC
New York
$353K $0 1 0.14% Maintained
1925
CHA
Cooper/Haims Advisors
New York
$352K +$340K 1 0.33% New