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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
KC
Kingfisher Capital
North Carolina
$345K +$430K 1 0.25% New
1902
MC
Miramar Capital
Illinois
$344K +$331K 1 0.27% New
1903
MWPCG
Measured Wealth Private Client Group
New Hampshire
$342K -$599K 1 0.31% Reduced
1904
PPP
Private Portfolio Partners
New Jersey
$342K +$374K 1 0.21% New
1905
AIM
Aspen Investment Management
Michigan
$341K -$336K 1 0.27% Reduced
1906
FFA
Fragasso Financial Advisors
Pennsylvania
$341K -$7.64K 1 0.08% Reduced
1907
Brighton Jones LLC
Brighton Jones LLC
Washington
$340K +$38.5K 1 0.05% Increased
1908
Klingman & Associates
Klingman & Associates
New York
$340K -$21.4K 1 0.08% Reduced
1909
Hills Bank & Trust
Hills Bank & Trust
Iowa
$339K +$38.1K 1 0.11% Increased
1910
TRIM
Thompson Rubinstein Investment Management
Oregon
$339K $0 1 0.12% Maintained
1911
MCMT
Moon Capital Management (Tennessee)
Tennessee
$338K -$16.1K 1 0.43% Reduced
1912
CCM
Canal Capital Management
Virginia
$338K +$77.3K 1 0.23% Increased
1913
FNC
First National Corp
Massachusetts
$338K +$370K 2 0.16% New
1914
GHA
GW Henssler & Associates
Georgia
$338K -$96.9K 1 0.04% Reduced
1915
DII
Domini Impact Investments
New York
$337K -$223K 1 6.79% Reduced
1916
IWS
Insight Wealth Strategies
California
$334K +$366K 1 0.1% New
1917
BB
Bell Bank
North Dakota
$333K +$1.11K 1 0.1% Increased
1918
HCM
Hengehold Capital Management
Ohio
$333K $0 1 0.11% Maintained
1919
Global Retirement Partners
Global Retirement Partners
California
$332K -$110K 6 0.08% Reduced
1920
CQS
Credential Qtrade Securities
$332K -$114K 2 0.07% Reduced
1921
PAS
Partnervest Advisory Services
California
$331K -$42.5K 1 0.16% Reduced
1922
CCG
Ceeto Capital Group
Florida
$330K -$15.6K 1 0.27% Reduced
1923
GFPC
Global Financial Private Capital
Florida
$330K -$1.63M 1 0.02% Reduced
1924
UC
Unio Capital
New Jersey
$330K -$15.6K 1 0.26% Reduced
1925
AWM
Aevitas Wealth Management
Massachusetts
$328K -$41.2K 2 0.34% Reduced