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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
1926
OL
Optas LLC
Texas
$1.78M +$168K 5 0.25% Increased
1927
NICM
Neo Ivy Capital Management
New York
$1.78M +$831K 3 0.41% Increased
1928
SAM
Sawgrass Asset Management
Florida
$1.78M -$1.19M 2 0.24% Reduced
1929
FSA
Fort Sheridan Advisors
Illinois
$1.77M -$1.14M 2 0.19% Reduced
1930
Cable Car Capital
Cable Car Capital
California
$1.77M +$2.06M 1 0.04% New
1931
AFG
Allegheny Financial Group
Pennsylvania
$1.77M -$131K 3 0.19% Reduced
1932
LJCM
Lee Johnson Capital Management
Texas
$1.77M +$283K 2 0.55% Increased
1933
AWA
A4 Wealth Advisors
North Carolina
$1.77M +$73K 1 1.17% Increased
1934
JTWM
Jackson Thornton Wealth Management
Alabama
$1.77M +$525K 5 0.14% Increased
1935
CANC
Culbertson A N & Co
Virginia
$1.77M $0 1 0.21% Maintained
1936
RI
Ridgewood Investments
New Jersey
$1.77M +$180K 1 0.66% Increased
1937
OFS
OneAscent Financial Services
Alabama
$1.76M -$687K 4 0.08% Reduced
1938
RPGK
Retirement Planning Group (Kansas)
Kansas
$1.76M -$498K 2 0.04% Reduced
1939
PAA
Peregrine Asset Advisers
Oregon
$1.76M -$1.38M 2 0.38% Reduced
1940
LA
LVW Advisors
New York
$1.76M -$726K 3 0.15% Reduced
1941
PIA
Petredis Investment Advisors
Pennsylvania
$1.76M -$1.07M 1 0.12% Reduced
1942
KJWM
Kiley Juergens Wealth Management
Washington
$1.76M -$607K 3 0.27% Reduced
1943
TCM
Tributary Capital Management
Nebraska
$1.75M +$141K 2 0.14% Increased
1944
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$1.75M -$1.45M 2 0.06% Reduced
1945
IFU
iSAM Funds (UK)
United Kingdom
$1.75M -$38.1K 3 1.24% Reduced
1946
BCA
Bay Colony Advisors
Massachusetts
$1.75M +$814K 3 0.19% Increased
1947
PCA
Purkiss Capital Advisors
Connecticut
$1.75M -$564K 3 0.67% Reduced
1948
CTI
Community Trust & Investment
Kentucky
$1.75M -$1.66M 1 0.09% Reduced
1949
IR
IAT Reinsurance
New York
$1.74M $0 1 1.05% Maintained
1950
THC
Truffle Hound Capital
Maryland
$1.74M +$1.95M 1 0.37% New