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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
CPA
Cowen Prime Advisors
New York
$256K $0 1 0.13% Maintained
1977
MSR
Main Street Research
Connecticut
$256K +$5.46K 1 0.04% Increased
1978
VAM
Verity Asset Management
North Carolina
$255K -$148K 1 0.23% Reduced
1979
Mission Wealth Management
Mission Wealth Management
California
$254K +$260K 1 0.04% New
1980
BFG
Beacon Financial Group
Texas
$253K $0 1 0.04% Maintained
1981
EMB
Elefante Mark B
$252K $0 1 1.2% Maintained
1982
CL
CIM LLC
New York
$251K -$62.9K 1 0.09% Reduced
1983
DBG
De Burlo Group
Massachusetts
$251K -$2.09M 1 0.05% Reduced
1984
IA
Independence Advisors
Pennsylvania
$250K +$8.25K 1 0.08% Increased
1985
LRPA
L. Roy Papp & Associates
Arizona
$250K -$19.3K 1 0.05% Reduced
1986
SWA
SFMG Wealth Advisors
Texas
$249K -$623K 1 0.04% Reduced
1987
SKK
Shepherd Kaplan Krochuk
Massachusetts
$248K +$214K 1 0.15% New
1988
SWA
Sutton Wealth Advisors
Florida
$246K +$4.15K 6 0.17% Increased
1989
JA
JVL Associates
Michigan
$245K $0 1 0.24% Maintained
1990
Valmark Advisers
Valmark Advisers
Ohio
$245K $0 1 0.01% Maintained
1991
FCM
Firsthand Capital Management
California
$243K $0 2 0.11% Maintained
1992
FWCM
First Western Capital Management
California
$243K -$12.1K 1 1.1% Reduced
1993
AC
Addison Capital
Pennsylvania
$242K -$3.59K 1 0.19% Reduced
1994
SCM
Stordahl Capital Management
Colorado
$242K $0 1 0.11% Maintained
1995
BCA
Bay Colony Advisors
Massachusetts
$241K +$248K 3 0.17% New
1996
FHB
First Hawaiian Bank
Hawaii
$240K $0 1 0.03% Maintained
1997
NC
NewSquare Capital
Pennsylvania
$240K $0 1 0.05% Maintained
1998
CC
Capital Counsel
New York
$239K +$244K 1 0.02% New
1999
FMW
Farr Miller & Washington
District of Columbia
$239K $0 1 0.02% Maintained
2000
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$239K $0 1 0.02% Maintained