← All themes

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
2026
OFG
OmniStar Financial Group
North Carolina
$1.52M -$1.36M 1 0.7% Reduced
2027
CFO
CVA Family Office
Colorado
$1.52M -$185K 11 0.14% Reduced
2028
LC
LCNB Corp
Ohio
$1.52M -$270K 3 0.47% Reduced
2029
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$1.51M -$23.5K 4 0.03% Reduced
2030
MFWP
Mosaic Family Wealth Partners
Missouri
$1.51M +$190K 2 0.1% Increased
2031
CFFP
Center for Financial Planning
Michigan
$1.51M +$12K 5 0.14% Increased
2032
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$1.51M -$1.17M 5 0.08% Reduced
2033
DE
Diversified Enterprises
Delaware
$1.51M -$374K 2 0.07% Reduced
2034
WFC
Western Financial Corp
California
$1.51M +$99.9K 2 0.44% Increased
2035
CAM
Clark Asset Management
New Hampshire
$1.51M +$225K 2 0.12% Increased
2036
FWA
FSM Wealth Advisors
Ohio
$1.51M -$161K 4 0.16% Reduced
2037
IIM
InTrack Investment Management
Vermont
$1.5M -$9.09K 1 0.74% Reduced
2038
CF
Centaurus Financial
California
$1.5M +$299K 3 0.06% Increased
2039
MMG
Monetary Management Group
Missouri
$1.5M -$583K 4 0.31% Reduced
2040
WAM
Werlinich Asset Management
Connecticut
$1.5M -$2.32M 1 0.57% Reduced
2041
ICP
Interchange Capital Partners
Pennsylvania
$1.5M +$511K 3 0.28% Increased
2042
SRA
Secured Retirement Advisors
Minnesota
$1.49M +$34.5K 1 0.76% Increased
2043
1IA
1620 Investment Advisors
Massachusetts
$1.49M -$27.5K 5 0.92% Reduced
2044
CAM
Carret Asset Management
New York
$1.49M -$796K 2 0.13% Reduced
2045
AMM
American Money Management
California
$1.49M -$1.51M 1 0.21% Reduced
2046
BJF
Blue Jean Financial
New York
$1.49M +$24K 1 1.03% Increased
2047
EWM
EPG Wealth Management
Georgia
$1.48M -$1.13M 2 0.36% Reduced
2048
VBCG
Valley Brook Capital Group
Pennsylvania
$1.48M -$531K 2 0.84% Reduced
2049
TFA
Trinity Financial Advisors
Ohio
$1.48M $0 1 0.38% Maintained
2050
Valmark Advisers
Valmark Advisers
Ohio
$1.48M -$923K 3 0.02% Reduced