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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
1951
AFCM
Applied Finance Capital Management
Puerto Rico
$1.74M +$12.4K 2 0.13% Increased
1952
SVWAG
Sound View Wealth Advisors Group
Georgia
$1.74M -$803K 3 0.11% Reduced
1953
CPWA
Cerro Pacific Wealth Advisors
California
$1.73M -$1.2M 2 0.39% Reduced
1954
TIM
Tevis Investment Management
Texas
$1.73M -$1.47M 2 0.95% Reduced
1955
CIP
Convergence Investment Partners
Florida
$1.73M -$736K 1 0.16% Reduced
1956
LC
Landaas & Company
Wisconsin
$1.73M +$1.67M 1 0.31% New
1957
WSA
Wealth Science Advisors
Georgia
$1.72M +$888K 2 0.77% Increased
1958
BVP
Bristlecone Value Partners
California
$1.72M -$8.47K 1 1.38% Reduced
1959
AT
American Trust
Kentucky
$1.71M -$1.71M 2 0.13% Reduced
1960
PP
PDS Planning
Ohio
$1.71M -$434K 4 0.1% Reduced
1961
Sapient Capital
Sapient Capital
Indiana
$1.71M -$1.04M 2 0.02% Reduced
1962
PDL
Portfolio Design Labs
California
$1.71M -$423K 2 0.28% Reduced
1963
ACM
AlphaStar Capital Management
North Carolina
$1.7M -$37.3K 1 0.11% Reduced
1964
BL
BFSG LLC
California
$1.7M -$1.71M 2 0.15% Reduced
1965
AB
Atlas Brown
Kentucky
$1.7M -$372K 1 0.46% Reduced
1966
AFS
Anderson Financial Strategies
Ohio
$1.7M -$329K 1 0.88% Reduced
1967
PTP
Platform Technology Partners
New York
$1.69M -$692K 2 0.28% Reduced
1968
EHAM
Eagle Harbor Asset Management
Washington
$1.69M -$539K 2 1.33% Reduced
1969
ALAM
Asahi Life Asset Management
Japan
$1.69M -$319K 1 0.95% Reduced
1970
SFA
Souders Financial Advisors
Ohio
$1.69M -$351K 1 0.17% Reduced
1971
OF
Optimize Financial
California
$1.69M -$5.52K 4 0.61% Reduced
1972
SCS
Sound Capital Solutions
Florida
$1.69M +$1.65M 4 0.4% New
1973
PIP
Palisades Investment Partners
California
$1.69M -$54.2K 1 0.48% Reduced
1974
MFG
Monte Financial Group
Connecticut
$1.68M +$34.6K 1 0.54% Increased
1975
FAM
Formidable Asset Management
Ohio
$1.68M +$6.47K 2 0.27% Increased