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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
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$183K -$3.19M 1 0.02% Reduced
1927
DOA
D'Orazio & Associates
Virginia
$181K $0 1 0.07% Maintained
1928
FPB
First PREMIER Bank
South Dakota
$181K +$111K 2 0.14% Increased
1929
AA
AlphaMark Advisors
Kentucky
$178K $0 3 0.08% Maintained
1930
CWM
Catamount Wealth Management
Connecticut
$175K +$2.49K 2 0.11% Increased
1931
FWM
Focused Wealth Management
New York
$174K $0 4 0.07% Maintained
1932
MCF Advisors
MCF Advisors
Kentucky
$173K -$37.2K 3 0.03% Reduced
1933
Arax Advisory Partners
Arax Advisory Partners
Colorado
$170K +$7.55K 3 0.08% Increased
1934
SIAS
Shine Investment Advisory Services
Colorado
$170K +$165K 3 0.09% New
1935
GEA
Glen Eagle Advisors
New Jersey
$165K $0 5 0.13% Maintained
1936
First Eagle Investment Management
First Eagle Investment Management
New York
$162K $0 2 0% Maintained
1937
MWM
MinichMacGregor Wealth Management
New York
$162K +$1.39K 4 0.14% Increased
1938
SFPIA
Stevens First Principles Investment Advisors
California
$162K -$3.3K 1 0.1% Reduced
1939
NCM
Nelson Capital Management
California
$161K +$401 2 0.05% Increased
1940
BAM
Bruderman Asset Management
New York
$156K +$152K 2 0.04% New
1941
GAM
Gemmer Asset Management
California
$155K $0 8 0.06% Maintained
1942
ACM
Armbruster Capital Management
New York
$153K +$35.2K 4 0.08% Increased
1943
PFSC
Peoples Financial Services Corp
Pennsylvania
$151K -$8.71K 3 0.09% Reduced
1944
CFG
CKW Financial Group
Hawaii
$148K +$105K 2 0.04% Increased
1945
HCA
Heck Capital Advisors
Wisconsin
$146K -$11.9K 1 0.08% Reduced
1946
CS
Credential Securities
$137K +$8.23K 2 0.04% Increased
1947
IF
Ironwood Financial
Arizona
$132K $0 1 0.08% Maintained
1948
TDC
Thompson Davis & Co
Virginia
$132K -$43.3K 5 0.21% Reduced
1949
OTC
Opera Trading Capital
France
$129K +$124K 1 0.02% New
1950
AIM
Advantage Investment Management
Iowa
$124K +$27.5K 6 0.04% Increased