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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
DSN
D. Scott Neal
Kentucky
$103K $0 2 0.07% Maintained
1927
HDIM
Hanson & Doremus Investment Management
Vermont
$103K -$2.43K 2 0.04% Reduced
1928
ATC
Adirondack Trust Company
New York
$102K $0 1 0.07% Maintained
1929
HCM
Highlander Capital Management
New Jersey
$102K -$32K 1 0.08% Reduced
1930
ACM
AUA Capital Management
Pennsylvania
$101K -$183K 2 0.1% Reduced
1931
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$97K +$3.31K 4 0.1% Increased
1932
AIM
Advantage Investment Management
Iowa
$91K -$19.3K 4 0.04% Reduced
1933
JAM
Jolley Asset Management
North Carolina
$91K $0 1 0.07% Maintained
1934
VIM
Veritas Investment Management
United Kingdom
$91K $0 1 0.02% Maintained
1935
ARMC
American Research & Management Company
Massachusetts
$85K $0 2 0.03% Maintained
1936
JWA
JFS Wealth Advisors
Pennsylvania
$82K $0 2 0.02% Maintained
1937
MHP
Manatuck Hill Partners
Connecticut
$82K +$102K 1 0.04% New
1938
GWA
Guidant Wealth Advisors
Illinois
$81K +$62.4K 1 0.04% Increased
1939
MCM
MV Capital Management
Maryland
$80K $0 1 0.03% Maintained
1940
WA
Winfield Associates
Ohio
$79K +$19.4K 6 0.05% Increased
1941
EWM
Edge Wealth Management
New York
$78K $0 3 0.03% Maintained
1942
QAM
QCI Asset Management
New York
$76K -$2.98K 2 0.01% Reduced
1943
BWM
Baystate Wealth Management
Massachusetts
$75K -$13K 4 0.01% Reduced
1944
LF
Lee Financial
Texas
$67K -$15.9K 1 0.03% Reduced
1945
BC
Barnett & Company
Tennessee
$66K $0 2 0.04% Maintained
1946
CFN
Cordasco Financial Network
Florida
$64K +$3.02K 3 0.07% Increased
1947
FMP
Financial Management Professionals
Texas
$64K +$10.6K 2 0.03% Increased
1948
FPB
First PREMIER Bank
South Dakota
$63K +$50.4K 2 0.05% Increased
1949
BWA
Burt Wealth Advisors
Maryland
$62K -$18.3K 2 0.04% Reduced
1950
HWP
Hefty Wealth Partners
Indiana
$62K $0 1 0.05% Maintained