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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
FIM
Frontier Investment Management
Texas
$278K +$285K 1 0.02% New
1952
GF
Goodman Financial
Texas
$277K $0 1 0.12% Maintained
1953
MFW
Mosaic Family Wealth
Missouri
$276K -$16.6K 3 0.1% Reduced
1954
PWP
Private Wealth Partners
California
$276K $0 1 0.05% Maintained
1955
ADL
Asset Dedication LLC
California
$272K +$31.1K 4 0.09% Increased
1956
EI
EDMP Inc
Florida
$271K $0 1 0.28% Maintained
1957
GHAM
Gilman Hill Asset Management
Connecticut
$271K +$265K 1 0.11% New
1958
Koshinski Asset Management
Koshinski Asset Management
Illinois
$271K +$24.3K 1 0.08% Increased
1959
GAMC
Garner Asset Management Corp
Texas
$270K -$3.48K 1 0.21% Reduced
1960
ACM
Argyle Capital Management
Pennsylvania
$269K $0 1 0.11% Maintained
1961
CAAS
Capital Asset Advisory Services
Michigan
$269K +$44.2K 1 0.24% Increased
1962
GFP
Gryphon Financial Partners
Ohio
$269K -$23.7K 6 0.12% Reduced
1963
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$269K -$354K 1 0.01% Reduced
1964
WAAG
Wealth Alliance Advisory Group
Kansas
$268K +$2.93K 1 0.15% Increased
1965
WA1
Wimmer Associates 1
California
$267K -$4.12K 1 0.24% Reduced
1966
HC
Hourglass Capital
Texas
$266K $0 1 0.07% Maintained
1967
SJIM
St. Johns Investment Management
Florida
$266K $0 1 0.2% Maintained
1968
KTC
Kistler-Tiffany Companies
Pennsylvania
$265K -$37.5K 3 0.12% Reduced
1969
Belpointe Asset Management
Belpointe Asset Management
Nevada
$264K -$215K 1 0.07% Reduced
1970
BCA
Berman Capital Advisors
Georgia
$263K +$11.2K 1 0.09% Increased
1971
KM
Kalos Management
Georgia
$263K +$268K 1 0.12% New
1972
CASB
Cape Ann Savings Bank
Massachusetts
$262K +$262K 1 0.33% New
1973
DRD
Dennis R. Delaney
$259K -$62.8K 1 0.37% Reduced
1974
RTS
Round Table Services
New Jersey
$258K +$274K 1 0.09% New
1975
CCT
Country Club Trust
Missouri
$257K $0 1 0.03% Maintained