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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
PSC
Prentiss Smith & Co
Vermont
$14K +$8.37K 2 0.01% Increased
2027
CAL
Capital Advisors Ltd
Ohio
$13K $0 2 0% Maintained
2028
SCA
Stuart Chaussee & Associates
California
$13K $0 1 0.01% Maintained
2029
KA
KLCM Advisors
Wisconsin
$11K $0 1 0% Maintained
2030
NCM
New Capital Management
Texas
$11K $0 1 0.02% Maintained
2031
Pathstone Family Office
Pathstone Family Office
New Jersey
$8K -$9.93K 1 0.01% Reduced
2032
PO
Private Ocean
California
$7K +$6.58K 1 0% New
2033
RIA
RPG Investment Advisory
California
$7K +$6.82K 1 0% New
2034
LWA
Lenox Wealth Advisors
New York
$6K -$46.7K 3 0% Reduced
2035
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K $0 1 0% Maintained
2036
CWM
Cedar Wealth Management
California
$4K $0 1 0% Maintained
2037
Capital Guardian Trust
Capital Guardian Trust
California
$3K +$3.59K 1 0% New
2038
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$2K $0 2 0% Maintained
2039
DA
Denali Advisors
California
$1K +$1.03K 1 0% New
2040
TFA
Transamerica Financial Advisors
Florida
$1K $0 1 0% Maintained
2041
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
2042
AIM
Acrospire Investment Management
Illinois
$0 -$936K 0 – Closed
2043
Allstate Corporation
Allstate Corporation
Illinois
$0 -$4.3M 0 – Closed
2044
AFS
Amtrust Financial Services
New York
$0 -$2.21M 0 – Closed
2045
AC
Ascend Capital
California
$0 -$6.71M 0 – Closed
2046
AAM
Augustine Asset Management
Florida
$0 -$3.75M 0 – Closed
2047
BCM
BlueMar Capital Management
Florida
$0 -$2.6M 0 – Closed
2048
BSAM
Blue Sky Asset Management
Colorado
$0 -$1.28M 0 – Closed
2049
BC
Brahman Capital
New York
$0 -$70.5M 0 – Closed
2050
BWFM
Bridgewater Wealth & Financial Management
Maryland
$0 -$427K 0 – Closed