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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
BO
BRR OpCo
Ohio
$254K -$83.1K 1 0.07% Reduced
2027
CPA
Cowen Prime Advisors
New York
$254K $0 1 0.12% Maintained
2028
CGA
Crescent Grove Advisors
Illinois
$254K $0 1 0.06% Maintained
2029
FCB
First Command Bank
Texas
$254K +$13.3K 1 0.14% Increased
2030
FCFS
First Command Financial Services
Texas
$254K +$13.3K 1 0.14% Increased
2031
FCM
Firsthand Capital Management
California
$254K $0 2 0.19% Maintained
2032
RWA
RGT Wealth Advisors
Texas
$253K +$245K 1 0.14% New
2033
OFW
Omnia Family Wealth
Florida
$252K +$32.7K 3 0.12% Increased
2034
HI
Hendershot Investments
Virginia
$250K +$247K 1 0.1% New
2035
SWA
Sutton Wealth Advisors
Florida
$248K -$61.8K 7 0.18% Reduced
2036
CA
Continuum Advisory
Idaho
$248K -$10.9K 1 0.19% Reduced
2037
DC
DeDora Capital
California
$247K +$254K 1 0.2% New
2038
Mission Wealth Management
Mission Wealth Management
California
$247K -$3.76K 1 0.04% Reduced
2039
AMIM
Aull & Monroe Investment Management
Alabama
$246K $0 1 0.12% Maintained
2040
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$244K -$9.81K 1 0.01% Reduced
2041
HCIA
Hochman Cole Investment Advisors
Illinois
$244K $0 1 0.15% Maintained
2042
AWM
Altavista Wealth Management
North Carolina
$243K +$235K 1 0.1% New
2043
NC
NewSquare Capital
Pennsylvania
$243K +$138K 1 0.06% Increased
2044
PFM
Parsec Financial Management
North Carolina
$243K $0 1 0.02% Maintained
2045
FPB
First PREMIER Bank
South Dakota
$242K -$27.2K 2 0.17% Reduced
2046
MIS
Morningstar Investment Services
Illinois
$242K -$212K 1 0% Reduced
2047
TIP
Torray Investment Partners
Maryland
$242K +$234K 1 0.02% New
2048
PA
Planning Alternatives
Michigan
$240K -$4.16K 1 0.04% Reduced
2049
LJAC
L.J. Altfest & Co
New York
$238K $0 1 0.09% Maintained
2050
RT
Rockland Trust
Massachusetts
$238K +$230K 1 0.03% New