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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
TA
TCG Advisors
Texas
$366K +$359K 1 0.26% Increased
2002
TFF
The Family Firm
Maryland
$365K +$159 1 0.13% Increased
2003
JA
JOYN Advisors
Georgia
$364K -$27.4K 1 0.08% Reduced
2004
BB
Bell Bank
North Dakota
$363K -$3.13K 1 0.07% Reduced
2005
AMG
Advisors Management Group
Wisconsin
$361K $0 1 0.15% Maintained
2006
BFC
Blue Fin Capital
Rhode Island
$361K $0 1 0.19% Maintained
2007
RT
Rockland Trust
Massachusetts
$361K -$17.8K 1 0.03% Reduced
2008
FPB
First PREMIER Bank
South Dakota
$359K $0 3 0.19% Maintained
2009
GTAM
Global Trust Asset Management
Florida
$359K +$228K 4 0.24% Increased
2010
GAM
Grandview Asset Management
Pennsylvania
$359K +$3.66K 1 0.33% Increased
2011
LG
Leuthold Group
Minnesota
$359K +$326K 1 0.05% New
2012
BWP
BSW Wealth Partners
Colorado
$358K +$69.2K 3 0.14% Increased
2013
ACP
Arcus Capital Partners
Georgia
$356K $0 1 0.14% Maintained
2014
ADL
Asset Dedication LLC
California
$356K -$149K 4 0.12% Reduced
2015
AIM
AIA Investment Management
Singapore
$355K +$354K 2 0.1% New
2016
OFW
Omnia Family Wealth
Florida
$355K $0 1 0.26% Maintained
2017
BCM
Barometer Capital Management
Ontario, Canada
$354K -$4.24M 1 0.04% Reduced
2018
S
SimplyRich
California
$354K $0 1 0.19% Maintained
2019
CBA
Coastal Bridge Advisors
Connecticut
$353K +$636 1 0.12% Increased
2020
EI
EDMP Inc
Florida
$350K $0 1 0.31% Maintained
2021
GCA
Gideon Capital Advisors
New York
$349K -$1.86M 1 0.11% Reduced
2022
MCM
Maryland Capital Management
Maryland
$349K $0 1 0.04% Maintained
2023
Allworth Financial
Allworth Financial
California
$348K -$24.5K 4 0.01% Reduced
2024
SWA
Sutton Wealth Advisors
Florida
$348K +$2.16K 7 0.19% Increased
2025
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$346K -$102K 1 0.23% Reduced