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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
2026
KA
KLCM Advisors
Wisconsin
$13K $0 1 0% Maintained
2027
SCA
Stuart Chaussee & Associates
California
$12K $0 1 0.01% Maintained
2028
LYV
Live Your Vision
Pennsylvania
$10K $0 2 0% Maintained
2029
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9K -$298K 2 0% Reduced
2030
NCM
New Capital Management
Texas
$9K $0 1 0.02% Maintained
2031
CCS
Crosspoint Capital Strategies
California
$7K +$7.17K 1 0.01% New
2032
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K $0 1 0% Maintained
2033
CPA
Clear Perspective Advisors
Illinois
$6K $0 1 0.01% Maintained
2034
BCFS
Butensky & Cohen Financial Security
Florida
$5K $0 1 0% Maintained
2035
CWM
Cedar Wealth Management
California
$5K $0 1 0% Maintained
2036
MIM
Macroview Investment Management
Maryland
$5K +$4.96K 1 0.03% New
2037
PSC
Prentiss Smith & Co
Vermont
$5K $0 1 0% Maintained
2038
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$3K -$12.3K 2 0% Reduced
2039
LCM
Liberty Capital Management
Michigan
$2K $0 1 0% Maintained
2040
MLFP
MPS Loria Financial Planners
Illinois
$1K +$586 1 0% New
2041
TFA
Transamerica Financial Advisors
Florida
$1K -$118 1 0% Reduced
2042
WCM
Wealthcare Capital Management
Virginia
$1K -$1K 1 0% Reduced
2043
3C
361 Capital
Colorado
$0 -$7.77M 0 – Closed
2044
AIM
Acropolis Investment Management
Missouri
$0 -$108K 0 – Closed
2045
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$52.7M 0 – Closed
2046
AF
Ally Financial
Michigan
$0 -$2.69M 0 – Closed
2047
AGM
Alpine Global Management
New York
$0 -$743K 0 – Closed
2048
ACM
Americafirst Capital Management
California
$0 -$361K 0 – Closed
2049
Aristotle Capital Management
Aristotle Capital Management
California
$0 -$300K 0 – Closed
2050
BIG
Bellwether Investment Group
Tennessee
$0 -$141K 0 – Closed