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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
SBA
Seven Bridges Advisors
New York
$117K +$102K 1 0.1% New
1952
HDIM
Hanson & Doremus Investment Management
Vermont
$114K $0 2 0.04% Maintained
1953
HCM
Highlander Capital Management
New Jersey
$110K $0 1 0.09% Maintained
1954
BWA
Burt Wealth Advisors
Maryland
$105K +$39.2K 2 0.07% Increased
1955
JAM
Jolley Asset Management
North Carolina
$103K +$6.49K 1 0.07% Increased
1956
GWA
Guidant Wealth Advisors
Illinois
$102K +$13.6K 1 0.05% Increased
1957
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$101K +$1.78K 4 0.11% Increased
1958
DSN
D. Scott Neal
Kentucky
$98K $0 2 0.07% Maintained
1959
VIM
Veritas Investment Management
United Kingdom
$97K $0 1 0.01% Maintained
1960
ATC
Adirondack Trust Company
New York
$96K -$13.1K 1 0.08% Reduced
1961
JWA
JFS Wealth Advisors
Pennsylvania
$95K +$1.43K 1 0.03% Increased
1962
CCA
Covey Capital Advisors
Georgia
$94K -$4.42M 1 0.1% Reduced
1963
HWP
Hefty Wealth Partners
Indiana
$92K +$25.1K 1 0.06% Increased
1964
ARMC
American Research & Management Company
Massachusetts
$91K $0 2 0.03% Maintained
1965
BWM
Baystate Wealth Management
Massachusetts
$91K +$8.77K 4 0.02% Increased
1966
VCA
VIEX Capital Advisors
Florida
$90K $0 1 0.05% Maintained
1967
MCM
MV Capital Management
Maryland
$85K $0 1 0.03% Maintained
1968
LF
Lee Financial
Texas
$83K +$12.1K 2 0.03% Increased
1969
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$82K -$15.7K 3 0.03% Reduced
1970
TC
Trust Company
Kansas
$81K -$33.6K 1 0.04% Reduced
1971
QAM
QCI Asset Management
New York
$78K -$3.3K 2 0.01% Reduced
1972
EWM
Edge Wealth Management
New York
$76K -$6.53K 3 0.02% Reduced
1973
TFO
Tarbox Family Office
California
$73K +$6.6K 5 0.04% Increased
1974
MBT
Monroe Bank & Trust
Michigan
$72K -$65.4K 1 0.02% Reduced
1975
BC
Barnett & Company
Tennessee
$70K $0 2 0.03% Maintained