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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
DJSG
D.J. St. Germain
Massachusetts
$351K +$74.9K 1 0.04% Increased
1927
GWM
GSB Wealth Management
Connecticut
$350K $0 1 1.58% Maintained
1928
SCI
S&CO Inc
Massachusetts
$350K $0 1 0.04% Maintained
1929
ACM
AUA Capital Management
Pennsylvania
$347K +$25.7K 3 0.31% Increased
1930
Brookstone Capital Management
Brookstone Capital Management
Illinois
$347K -$27.1K 1 0.03% Reduced
1931
WIS
Wright Investors Service
Connecticut
$347K -$22.9K 1 0.12% Reduced
1932
VST
Van Strum & Towne
California
$346K $0 1 0.23% Maintained
1933
SIM
SSI Investment Management
California
$343K -$402 1 0.03% Reduced
1934
DRD
Dennis R. Delaney
$342K $0 1 0.46% Maintained
1935
JA
JOYN Advisors
Georgia
$340K +$329K 1 0.07% New
1936
PAM
Peak Asset Management
Colorado
$340K $0 1 0.12% Maintained
1937
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$340K +$4.02K 1 0.19% Increased
1938
SGCA
Steel Grove Capital Advisors
Tennessee
$339K -$360K 1 0.05% Reduced
1939
WIC
Woodmont Investment Counsel
Tennessee
$339K -$14.6K 1 0.09% Reduced
1940
CWM
Catamount Wealth Management
Connecticut
$338K +$3.76K 1 0.19% Increased
1941
GFP
Gryphon Financial Partners
Ohio
$338K +$325K 7 0.19% New
1942
OSNBOA
Old Second National Bank of Aurora
Illinois
$338K -$1.02M 4 0.13% Reduced
1943
LA
Lucus Advisors
New York
$337K -$431K 1 0.49% Reduced
1944
PCAP
Pratt Collard Advisory Partners
New York
$337K +$327K 1 0.28% New
1945
AZA
Arthur Zaske & Associates
Michigan
$333K +$342K 1 0.36% New
1946
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$333K +$323K 1 0.82% New
1947
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$333K -$1.23M 1 0.04% Reduced
1948
WP
WealthSource Partners
California
$333K -$26K 1 0.1% Reduced
1949
WA
Wealth Architects
California
$332K -$27.5K 1 0.11% Reduced
1950
KTC
Kistler-Tiffany Companies
Pennsylvania
$329K -$14.5K 3 0.13% Reduced