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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
1976	NA Nordwand Advisors Radnor, Pennsylvania	$1.68M	-$1.31M	2	0.26%	Reduced
1977	POIA Pin Oak Investment Advisors Houston, Texas	$1.68M	-$1.68M	1	1.19%	Reduced
1978	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$1.68M	+$1.67M	1	0.25%	New
1979	OC Oakworth Capital Birmingham, Alabama	$1.67M	-$443K	5	0.08%	Reduced
1980	FAM Fulcrum Asset Management London, United Kingdom	$1.67M	+$1.63M	4	0.17%	New
1981	PCA Peddock Capital Advisors Braintree, Massachusetts	$1.67M	-$103K	2	0.33%	Reduced
1982	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$1.66M	-$100K	2	0.37%	Reduced
1983	FC FORA Capital Miami, Florida	$1.65M	-$4.7M	1	0.11%	Reduced
1984	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.64M	-$659K	2	0.06%	Reduced
1985	FFS Founders Financial Securities Towson, Maryland	$1.64M	-$784K	3	0.08%	Reduced
1986	EWM Elevatus Welath Management Victor, New York	$1.63M	+$1.19M	1	0.4%	Increased
1987	FCM Fire Capital Management San Francisco, California	$1.63M	-$2.19K	3	0.66%	Reduced
1988	TP TritonPoint Partners Chevy Chase, Maryland	$1.63M	+$351K	4	0.14%	Increased
1989	AIM Axiom Investment Management New York	$1.62M	-$1.51M	6	1.09%	Reduced
1990	RRA Round Rock Advisors Wilton, Connecticut	$1.61M	-$1M	3	0.21%	Reduced
1991	WBCM Wilson & Boucher Capital Management Moraga, California	$1.61M	-$446	2	0.95%	Reduced
1992	VAG VisionPoint Advisory Group Dallas, Texas	$1.61M	-$521K	2	0.26%	Reduced
1993	UAS United Asset Strategies Garden City, New York	$1.61M	+$304K	3	0.11%	Increased
1994	EW Evexia Wealth Stevens Point, Wisconsin	$1.61M	+$11.9K	2	0.44%	Increased
1995	BWA Basecamp Wealth Advisors Bellevue, Washington	$1.6M	-$170K	8	0.3%	Reduced
1996	SWM SHP Wealth Management Plymouth, Massachusetts	$1.6M	+$7.33K	9	0.11%	Increased
1997	VWM Vertrix Wealth Management Troy, Michigan	$1.6M	-$1.08M	1	0.54%	Reduced
1998	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$1.6M	+$34.3K	3	0.65%	Increased
1999	PCM Permanent Capital Management Chicago, Illinois	$1.59M	+$1.05M	4	0.21%	Increased
2000	GA Goldstein Advisors Madison, Wisconsin	$1.59M	-$205K	1	0.15%	Reduced