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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
BW
Bison Wealth
Georgia
$424K -$31.5K 1 0.24% Reduced
1927
MCIA
Mountain Capital Investment Advisors
Colorado
$424K +$1.91K 1 0.37% Increased
1928
CCG
Ceeto Capital Group
Florida
$423K $0 1 0.31% Maintained
1929
UC
Unio Capital
New Jersey
$423K $0 1 0.27% Maintained
1930
RI
Ridgewood Investments
New Jersey
$421K -$13.4K 1 0.33% Reduced
1931
BWP
Bernardo Wealth Planning
Pennsylvania
$417K +$15.3K 1 0.3% Increased
1932
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$416K -$318K 5 0.09% Reduced
1933
HDIM
Hanson & Doremus Investment Management
Vermont
$416K +$13.1K 2 0.13% Increased
1934
MCMT
Moon Capital Management (Tennessee)
Tennessee
$413K $0 1 4.92% Maintained
1935
ONST
Old North State Trust
North Carolina
$413K +$135K 3 0.28% Increased
1936
OPCM
Osborne Partners Capital Management
California
$413K $0 1 0.08% Maintained
1937
WA
Wambolt & Associates
Colorado
$413K -$13.8K 1 0.34% Reduced
1938
MWPCG
Measured Wealth Private Client Group
New Hampshire
$412K -$666K 1 0.27% Reduced
1939
SIS
Susquehanna International Securities
Ireland
$411K +$399K 1 0.09% New
1940
OFS
Orrstown Financial Services
Pennsylvania
$409K +$27.8K 2 0.55% Increased
1941
Caxton Associates (New York)
Caxton Associates (New York)
New York
$408K -$935K 2 0.08% Reduced
1942
FI
Fosun International
China
$407K $0 1 0.05% Maintained
1943
CCT
Country Club Trust
Missouri
$404K +$172K 1 0.05% Increased
1944
GAG
GM Advisory Group
New York
$403K $0 1 0.13% Maintained
1945
HA
H2O AM
United Kingdom
$403K +$391K 1 0.07% New
1946
DI
Diligent Investors
California
$401K +$126K 1 0.2% Increased
1947
IA
IFG Advisors
Missouri
$398K +$397K 1 0.37% New
1948
SWA
Stratos Wealth Advisors
Ohio
$398K -$35.3K 1 0.15% Reduced
1949
FMW
Farr Miller & Washington
District of Columbia
$397K +$50.6K 1 0.03% Increased
1950
KTC
Kistler-Tiffany Companies
Pennsylvania
$397K +$16.7K 3 0.15% Increased