← All themes

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
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$30K +$189 2 0% Increased
1977
WP
WealthPLAN Partners
Nebraska
$28.8K +$28.5K 2 0.1% New
1978
DPA
Delphi Private Advisors
California
$25K -$51.3K 1 0.05% Reduced
1979
KIG
Kessler Investment Group
Indiana
$25K $0 1 0.03% Maintained
1980
AWMS
Advocacy Wealth Management Services
Georgia
$24K $0 1 0.01% Maintained
1981
LBG
Lloyds Banking Group
United Kingdom
$22K $0 1 0.2% Maintained
1982
RWG
Regal Wealth Group
California
$22K -$3K 1 0.02% Reduced
1983
KA
KLCM Advisors
Wisconsin
$20K $0 1 0.01% Maintained
1984
SHJ
Sharkey, Howes & Javer
Colorado
$20K $0 1 0.01% Maintained
1985
HS
Horan Securities
United States
$19K +$19.1K 1 0.02% New
1986
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$19K -$10.6M 1 0% Reduced
1987
H
Hexavest
Quebec, Canada
$17K $0 1 0% Maintained
1988
SA
SRH Advisors
Kansas
$15K $0 1 0.07% Maintained
1989
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$15K $0 2 0% Maintained
1990
WAM
Watermark Asset Management
California
$14K +$14K 1 0.01% New
1991
LA
Legacy Advisors
Pennsylvania
$13K $0 1 0.02% Maintained
1992
Pathstone Family Office
Pathstone Family Office
New Jersey
$13K +$14.1K 4 0.01% New
1993
CAL
Capital Advisors Ltd
Ohio
$12K $0 2 0% Maintained
1994
CP
Corbenic Partners
Pennsylvania
$12K $0 1 0.01% Maintained
1995
Guinness Asset Management
Guinness Asset Management
United Kingdom
$12K -$4.93K 2 0% Reduced
1996
NYLT
New York Life Trust
New York
$12K -$38.5K 2 0.58% Reduced
1997
VCM
Vigilant Capital Management
Maine
$12K -$32.3K 1 0% Reduced
1998
SCA
Stuart Chaussee & Associates
California
$11K +$10.7K 1 0.01% New
1999
RWM
Raffa Wealth Management
District of Columbia
$10.7K -$4.66K 4 0.01% Reduced
2000
LYV
Live Your Vision
Pennsylvania
$9K $0 2 0% Maintained