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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
TIP
Torray Investment Partners
Maryland
$228K $0 1 0.02% Maintained
2027
AMIM
Aull & Monroe Investment Management
Alabama
$227K $0 1 0.12% Maintained
2028
EWM
Evermay Wealth Management
Virginia
$227K -$152K 1 0.08% Reduced
2029
NC
NewSquare Capital
Pennsylvania
$227K -$2.77K 1 0.05% Reduced
2030
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$226K $0 1 0.01% Maintained
2031
CAAS
Capital Asset Advisory Services
Michigan
$226K +$240K 1 0.21% New
2032
HI
Hudock Inc
Pennsylvania
$225K +$22.6K 3 0.09% Increased
2033
RIA
Regal Investment Advisors
Michigan
$223K +$15.2K 1 0.05% Increased
2034
FIMG
Financial & Investment Management Group
Michigan
$220K +$230K 1 0.07% New
2035
THWM
Taylor Hoffman Wealth Management
Virginia
$220K $0 3 0.2% Maintained
2036
OFW
Omnia Family Wealth
Florida
$219K -$19.5K 2 0.1% Reduced
2037
WF
WealthTrust Fairport
Ohio
$219K -$1.74M 3 0.02% Reduced
2038
BCCM
Bridge Creek Capital Management
Massachusetts
$218K +$29.6K 1 0.12% Increased
2039
DIS
Diversified Investment Strategies
Louisiana
$218K -$14.8K 1 0.21% Reduced
2040
AIS
AlphaOne Investment Services
Pennsylvania
$217K +$128K 2 0.06% Increased
2041
BWP
BSW Wealth Partners
Colorado
$217K -$394K 1 0.1% Reduced
2042
KA
KLCM Advisors
Wisconsin
$217K +$234K 1 0.06% New
2043
John W. Bristol & Co
John W. Bristol & Co
New York
$215K +$232K 1 0.01% New
2044
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$215K -$147K 3 0.09% Reduced
2045
HRT Financial
HRT Financial
New York
$213K -$405K 1 0.1% Reduced
2046
ACA
Ackerman Capital Advisors
Texas
$212K +$212K 1 0.09% New
2047
RP
Rice Partnership
Hawaii
$212K $0 1 0.14% Maintained
2048
CCB
Cutter & Co Brokerage
Missouri
$210K +$222K 1 0.08% New
2049
DA
DSC Advisors
Illinois
$210K +$222K 1 0.04% New
2050
ECM
Elgethun Capital Management
South Dakota
$210K $0 1 0.15% Maintained