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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
TFO
Tarbox Family Office
California
$61K -$11.5K 4 0.03% Reduced
1952
CFD
Creative Financial Designs
Indiana
$58K -$2.48K 6 0.04% Reduced
1953
LWM
LBA Wealth Management
Florida
$57K -$249K 3 0.03% Reduced
1954
PS
Portfolio Solutions
Michigan
$56K +$56.5K 1 0.01% New
1955
NSB
Norway Savings Bank
Maine
$51K +$4.64K 1 0.05% Increased
1956
TCCM
Timber Creek Capital Management
Massachusetts
$51K +$5.63K 2 0.04% Increased
1957
LWM
Lenox Wealth Management
Ohio
$50K -$41.2K 1 0.04% Reduced
1958
NC
NewSquare Capital
Pennsylvania
$50K $0 1 0.01% Maintained
1959
MWM
Mascoma Wealth Management
New Hampshire
$46K $0 1 0.03% Maintained
1960
RFM
Royal Fund Management
Florida
$45K +$7.5K 2 0.02% Increased
1961
RCG
Ruggie Capital Group
Florida
$45K +$43.8K 1 0.03% New
1962
ADL
Asset Dedication LLC
California
$43K -$53.1K 1 0.02% Reduced
1963
CJA
C-J Advisory
California
$41K +$1.01K 2 0.03% Increased
1964
PIM
Parasol Investment Management
Illinois
$41K -$119K 1 0.07% Reduced
1965
CFG
CKW Financial Group
Hawaii
$39K $0 1 0.01% Maintained
1966
AIS
Accurate Investment Solutions
Pennsylvania
$37K +$127 1 0.03% Increased
1967
ECM
Exchange Capital Management
Michigan
$37K $0 2 0.01% Maintained
1968
OAJ
Ogorek Anthony Joseph
New York
$37K $0 1 0.04% Maintained
1969
WCBA
Weaver C. Barksdale & Associates
Tennessee
$36K -$2.58K 2 0.04% Reduced
1970
HCM
Herndon Capital Management
Georgia
$34K -$36.5K 2 0.01% Reduced
1971
MUS
Mitsubishi UFJ Securities
Japan
$34K +$7.27K 2 0.18% Increased
1972
PRS
Pinkerton Retirement Specialists
Idaho
$33K -$57K 1 0.02% Reduced
1973
BIMC
Benson Investment Management Company
Virginia
$31K -$1.99M 1 0.03% Reduced
1974
GWI
Grace & White Inc
New York
$31K $0 1 0.01% Maintained
1975
TJHA
Thomas J. Herzfeld Advisors
Florida
$31K $0 1 0.01% Maintained