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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$301K -$29.5K 1 0.02% Reduced
1977
GF
Goodman Financial
Texas
$299K $0 1 0.14% Maintained
1978
VCM
Vigilant Capital Management
Maine
$295K +$263K 1 0.04% Increased
1979
MPAM
Murphy Pohlad Asset Management
Minnesota
$294K $0 1 0.19% Maintained
1980
WA1
Wimmer Associates 1
California
$293K -$34.2K 1 0.26% Reduced
1981
TCM
Tufton Capital Management
Maryland
$291K $0 1 0.06% Maintained
1982
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$286K $0 1 0.18% Maintained
1983
TWM
Torch Wealth Management
Ohio
$285K +$276K 1 0.17% New
1984
HC
Hourglass Capital
Texas
$284K $0 1 0.06% Maintained
1985
SJIM
St. Johns Investment Management
Florida
$284K $0 1 0.21% Maintained
1986
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$283K +$1.48K 1 0.08% Increased
1987
CCT
Country Club Trust
Missouri
$282K -$94.7K 1 0.04% Reduced
1988
NWP
Northstar Wealth Partners
Connecticut
$282K +$6.71K 1 0.25% Increased
1989
WAAG
Wealth Alliance Advisory Group
Kansas
$282K +$273K 1 0.25% New
1990
SFM
Signature Financial Management
Virginia
$279K -$100K 1 0.08% Reduced
1991
UBG
United Bank (Georgia)
Georgia
$278K +$269K 1 0.24% New
1992
VAM
Verity Asset Management
North Carolina
$278K +$292K 1 0.21% New
1993
CPA
Court Place Advisors
Maryland
$276K +$267K 1 0.11% New
1994
IT
Independence Trust
Tennessee
$276K $0 1 0.3% Maintained
1995
TBA
Train Babcock Advisors
New York
$276K -$81.6K 1 0.12% Reduced
1996
EI
EDMP Inc
Florida
$275K $0 1 0.23% Maintained
1997
PCM
Pointe Capital Management
Michigan
$274K +$22.9K 1 0.22% Increased
1998
SIA
Starfire Investment Advisers
Michigan
$274K -$287K 1 0.22% Reduced
1999
AFS
Access Financial Services
Minnesota
$273K +$280K 1 0.19% New
2000
KJWM
Kiley Juergens Wealth Management
Washington
$273K +$269K 4 0.25% New