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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
2001
DAM
Diamant Asset Management
Connecticut
$1.59M -$1.12M 2 1.08% Reduced
2002
ILI
Invesco LLC (Illinois)
Illinois
$1.59M -$1.01M 2 0.49% Reduced
2003
LBWM
Left Brain Wealth Management
Illinois
$1.59M -$1.49M 1 0.48% Reduced
2004
ITIM
Indiana Trust & Investment Management
Indiana
$1.59M -$732K 4 0.43% Reduced
2005
CF
Carlson Financial
Oregon
$1.57M -$10.6K 1 0.8% Reduced
2006
CSPIA
Cary Street Partners Investment Advisory
Virginia
$1.57M -$233K 5 0.32% Reduced
2007
VWM
Venturi Wealth Management
Texas
$1.57M -$341K 3 0.06% Reduced
2008
HBT
Heartland Bank & Trust
Illinois
$1.57M -$19K 2 0.32% Reduced
2009
OPA
Old Port Advisors
Maine
$1.56M -$1.22M 2 0.31% Reduced
2010
MCC
Malaga Cove Capital
California
$1.56M -$93K 3 0.5% Reduced
2011
TFS
Thoroughbred Financial Services
Tennessee
$1.56M -$1.89M 2 0.07% Reduced
2012
RFW
Rainier Family Wealth
Washington
$1.55M -$11.6K 2 0.88% Reduced
2013
CWP
Curated Wealth Partners
California
$1.54M -$305K 2 0.18% Reduced
2014
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$1.54M -$131K 1 0.06% Reduced
2015
CCM
Collar Capital Management
Wisconsin
$1.54M -$51.3K 1 0.91% Reduced
2016
BAM
Broyhill Asset Management
North Carolina
$1.53M -$1.09M 1 1.36% Reduced
2017
AF
Arrow Financial
New York
$1.53M -$1.13M 2 0.14% Reduced
2018
HCM
Hall Capital Management
Rhode Island
$1.53M -$1.26M 1 0.48% Reduced
2019
One Capital Management
One Capital Management
California
$1.53M $0 1 0.04% Maintained
2020
WIC
Woodmont Investment Counsel
Tennessee
$1.53M -$596K 4 0.08% Reduced
2021
FMLI
Fukoku Mutual Life Insurance
Japan
$1.53M +$199K 4 0.09% Increased
2022
WETS
Wealth Enhancement Trust Services
South Dakota
$1.53M -$3.41M 13 0.17% Reduced
2023
GC
Guidance Capital
Kentucky
$1.53M -$218K 1 0.33% Reduced
2024
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.52M -$2.91M 5 0.05% Reduced
2025
AFP
Alpha Financial Partners
Kentucky
$1.52M +$81 1 0.8% Increased