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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
TFF
The Family Firm
Maryland
$328K +$134 1 0.13% Increased
1952
CA
Cornerstone Advisory
Maryland
$326K $0 1 0.11% Maintained
1953
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$321K -$79.3K 1 0.06% Reduced
1954
Global Retirement Partners
Global Retirement Partners
California
$320K +$60.9K 7 0.09% Increased
1955
CCMD
Cypress Capital Management (Delaware)
Delaware
$319K +$14.9K 1 0.06% Increased
1956
ATIA
American Trust Investment Advisors
New Hampshire
$318K $0 1 0.25% Maintained
1957
CBA
Coastal Bridge Advisors
Connecticut
$318K -$120K 1 0.1% Reduced
1958
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$317K +$11.1K 1 0.04% Increased
1959
FWM
Focused Wealth Management
New York
$316K +$39K 4 0.1% Increased
1960
NWS
Newport Wealth Strategies
California
$316K +$293K 1 0.23% New
1961
HHGA
Halbert Hargrove Global Advisors
California
$312K -$36.4K 1 0.08% Reduced
1962
GTAM
Global Trust Asset Management
Florida
$310K +$300K 2 0.22% New
1963
Loews Corp
Loews Corp
New York
$310K +$292K 1 0% New
1964
AIA
AIMZ Investment Advisors
California
$309K $0 1 0.23% Maintained
1965
MFW
Mosaic Family Wealth
Missouri
$309K -$21.7K 3 0.11% Reduced
1966
EMB
Elefante Mark B
$307K +$298K 1 1.46% New
1967
IWA
Intercontinental Wealth Advisors
Texas
$307K $0 1 0.17% Maintained
1968
LA
Lau Associates
Delaware
$307K $0 1 0.24% Maintained
1969
TAM
Taurus Asset Management
New York
$307K +$297K 1 0.05% New
1970
Klingman & Associates
Klingman & Associates
New York
$306K $0 1 0.07% Maintained
1971
WVP
Worth Venture Partners
New Jersey
$306K -$198K 1 0.34% Reduced
1972
VHAM
Van Hulzen Asset Management
California
$304K -$6.52K 1 0.09% Reduced
1973
SBWM
Sunflower Bank Wealth Management
Arizona
$303K $0 1 0.08% Maintained
1974
KM
Kalos Management
Georgia
$302K +$25.2K 1 0.14% Increased
1975
RG
Renaissance Group
Kentucky
$302K +$5.92K 1 0.01% Increased