← 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
CFN
Cordasco Financial Network
Florida
$69K -$1K 2 0.08% Reduced
1977
AP
Advisors Preferred
Maryland
$63K +$61K 1 0.03% New
1978
BWA
BDO Wealth Advisors
Florida
$62K +$60.6K 3 0.03% New
1979
NSB
Norway Savings Bank
Maine
$62K +$7.44K 2 0.06% Increased
1980
FMP
Financial Management Professionals
Texas
$61K -$10K 1 0.03% Reduced
1981
PS
Portfolio Solutions
Michigan
$58K $0 1 0.01% Maintained
1982
VanEck Associates
VanEck Associates
New York
$58K -$1.47M 1 0% Reduced
1983
PRS
Pinkerton Retirement Specialists
Idaho
$57K +$19.6K 2 0.03% Increased
1984
TCCM
Timber Creek Capital Management
Massachusetts
$55K $0 2 0.04% Maintained
1985
NC
NewSquare Capital
Pennsylvania
$53K $0 1 0.01% Maintained
1986
LWA
Lenox Wealth Advisors
New York
$51K +$49.1K 2 0.02% New
1987
AIM
Arcadia Investment Management
Michigan
$50K -$101K 2 0.02% Reduced
1988
CWM
Cranbrook Wealth Management
Michigan
$50K +$48.5K 1 0.02% New
1989
MWM
Mascoma Wealth Management
New Hampshire
$50K +$944 1 0.03% Increased
1990
RCG
Ruggie Capital Group
Florida
$48K $0 1 0.03% Maintained
1991
ECM
Exchange Capital Management
Michigan
$46K +$6.72K 2 0.02% Increased
1992
ADL
Asset Dedication LLC
California
$45K $0 1 0.02% Maintained
1993
HCM
Herndon Capital Management
Georgia
$43K +$5.99K 2 0.01% Increased
1994
LWM
Lenox Wealth Management
Ohio
$43K -$9.68K 1 0.02% Reduced
1995
CJA
C-J Advisory
California
$42K $0 2 0.03% Maintained
1996
OAJ
Ogorek Anthony Joseph
New York
$39K $0 1 0.04% Maintained
1997
WCBA
Weaver C. Barksdale & Associates
Tennessee
$37K +$823 2 0.04% Increased
1998
CFD
Creative Financial Designs
Indiana
$36K -$25.8K 5 0.02% Reduced
1999
AWM
AllSquare Wealth Management
New York
$34K -$136K 2 0.03% Reduced
2000
BIMC
Benson Investment Management Company
Virginia
$33K $0 1 0.03% Maintained