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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
EIA
Edgemoor Investment Advisors
Maryland
$274K -$13K 1 0.04% Reduced
2002
VNB
Virginia National Bank
Virginia
$274K -$220K 1 0.2% Reduced
2003
Empirical Wealth Management
Empirical Wealth Management
Washington
$273K +$299K 1 0.05% New
2004
GEM
Global Endowment Management
North Carolina
$273K -$154K 1 0.06% Reduced
2005
PCP
Proficio Capital Partners
Massachusetts
$273K -$53.8K 10 0.12% Reduced
2006
AIA
AIMZ Investment Advisors
California
$272K -$13K 1 0.21% Reduced
2007
Confluence Investment Management
Confluence Investment Management
Missouri
$272K -$29.6K 1 0.01% Reduced
2008
FCB
First Command Bank
Texas
$272K -$116K 3 0.14% Reduced
2009
FCFS
First Command Financial Services
Texas
$272K -$116K 3 0.14% Reduced
2010
CAM
Cidel Asset Management
Ontario, Canada
$270K -$12.7K 1 0.02% Reduced
2011
FMW
Farr Miller & Washington
District of Columbia
$270K +$44.9K 1 0.03% Increased
2012
IWA
Intercontinental Wealth Advisors
Texas
$270K -$10.8K 1 0.15% Reduced
2013
VFPI
Vantage Financial Partners (Illinois)
Illinois
$270K -$523K 1 0.2% Reduced
2014
WA
Wambolt & Associates
Colorado
$270K +$295K 1 0.3% New
2015
FFC
First Financial Corp
Indiana
$269K -$537K 2 0.22% Reduced
2016
VAM
Verity Asset Management
North Carolina
$268K +$57.2K 1 0.36% Increased
2017
FIM
Frontier Investment Management
Texas
$266K +$10.2K 1 0.02% Increased
2018
PI
Parkside Investments
Illinois
$266K -$164K 1 0.12% Reduced
2019
HCM
Howland Capital Management
Massachusetts
$265K -$11.5K 1 0.02% Reduced
2020
GAAM
Guinness Atkinson Asset Management
California
$264K +$24.7K 1 0.23% Increased
2021
LA
Lau Associates
Delaware
$264K -$12.6K 1 0.15% Reduced
2022
MFG
Magnus Financial Group
New York
$264K +$289K 1 0.07% New
2023
SM
Southport Management
Wyoming
$264K +$290K 1 1.33% New
2024
TAM
Taurus Asset Management
New York
$264K -$12.6K 1 0.04% Reduced
2025
LHC
Little House Capital
Massachusetts
$263K +$288K 1 0.25% New