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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
VCM
Versant Capital Management
Arizona
$195K -$6.82K 10 0.11% Reduced
1927
DOA
D'Orazio & Associates
Virginia
$193K $0 1 0.07% Maintained
1928
JWM
Jacobus Wealth Management
Wisconsin
$192K $0 1 0.05% Maintained
1929
JGIA
Jackson Grant Investment Advisers
Connecticut
$182K +$248 2 0.13% Increased
1930
SIAS
Shine Investment Advisory Services
Colorado
$180K +$9.06K 3 0.09% Increased
1931
Arax Advisory Partners
Arax Advisory Partners
Colorado
$179K +$710 2 0.09% Increased
1932
CS
Credential Securities
$175K +$34.6K 2 0.05% Increased
1933
NCM
Nelson Capital Management
California
$172K +$861 1 0.06% Increased
1934
SFPIA
Stevens First Principles Investment Advisors
California
$172K $0 1 0.09% Maintained
1935
RWM
Raffa Wealth Management
District of Columbia
$163K -$3.66K 2 0.07% Reduced
1936
AWM
AllSquare Wealth Management
New York
$162K +$121K 4 0.13% Increased
1937
GAM
Gemmer Asset Management
California
$162K +$3.23K 9 0.06% Increased
1938
MWM
MinichMacGregor Wealth Management
New York
$162K -$3.72K 3 0.13% Reduced
1939
HCA
Heck Capital Advisors
Wisconsin
$161K +$5.46K 1 0.09% Increased
1940
PFSC
Peoples Financial Services Corp
Pennsylvania
$155K $0 3 0.09% Maintained
1941
RFWA
RPg Family Wealth Advisory
Massachusetts
$154K -$66K 1 0.13% Reduced
1942
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$154K $0 1 0.01% Maintained
1943
CIS
Connors Investor Services
Pennsylvania
$153K -$38.6K 1 0.02% Reduced
1944
ADL
Asset Dedication LLC
California
$150K +$99.4K 1 0.07% Increased
1945
MCF Advisors
MCF Advisors
Kentucky
$146K -$29K 3 0.03% Reduced
1946
AIP
Almanack Investment Partners
Pennsylvania
$142K +$137K 1 0.07% New
1947
IF
Ironwood Financial
Arizona
$141K $0 1 0.09% Maintained
1948
PC
Paulson & Co
New York
$137K -$213K 1 0% Reduced
1949
ACM
Armbruster Capital Management
New York
$136K -$25.8K 4 0.07% Reduced
1950
HDIM
Hanson & Doremus Investment Management
Vermont
$127K +$13.8K 2 0.04% Increased