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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
ATIA
American Trust Investment Advisors
New Hampshire
$219K $0 1 0.18% Maintained
2027
THWM
Taylor Hoffman Wealth Management
Virginia
$219K $0 3 0.19% Maintained
2028
VCM
Vivaldi Capital Management
Illinois
$219K +$224K 1 0.18% New
2029
TCM
Tufton Capital Management
Maryland
$218K -$56.4K 1 0.05% Reduced
2030
BCCM
Bridge Creek Capital Management
Massachusetts
$217K $0 1 0.12% Maintained
2031
BWP
BSW Wealth Partners
Colorado
$216K -$133 1 0.09% Reduced
2032
HI
Hudock Inc
Pennsylvania
$216K -$8.13K 3 0.09% Reduced
2033
OFW
Omnia Family Wealth
Florida
$215K -$3K 1 0.1% Reduced
2034
WAG
Winthrop Advisory Group
Massachusetts
$215K $0 1 0.14% Maintained
2035
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$214K -$82.8K 1 0.1% Reduced
2036
DA
DSC Advisors
Illinois
$214K +$5.19K 1 0.03% Increased
2037
Harvest Fund Management
Harvest Fund Management
China
$212K -$61.4K 2 0.03% Reduced
2038
AWM
AllSquare Wealth Management
New York
$211K +$50.8K 3 0.16% Increased
2039
AMIM
Aull & Monroe Investment Management
Alabama
$210K -$5.35K 1 0.11% Reduced
2040
CCP
Clarkston Capital Partners
Michigan
$210K +$215K 1 0.01% New
2041
CCB
Cutter & Co Brokerage
Missouri
$210K +$1.06K 1 0.08% Increased
2042
ECM
Elgethun Capital Management
South Dakota
$210K $0 1 0.15% Maintained
2043
EAM
Evanson Asset Management
California
$210K +$3.06K 1 0.04% Increased
2044
HCA
Heck Capital Advisors
Wisconsin
$209K +$931 1 0.08% Increased
2045
SCM
Sterneck Capital Management
Missouri
$209K $0 1 0.14% Maintained
2046
TEC
Tiger Eye Capital
Tennessee
$209K +$211K 1 0.04% New
2047
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$207K -$7.61K 1 0.01% Reduced
2048
EBIM
Eagle Boston Investment Management
Massachusetts
$206K +$217K 1 0.02% New
2049
TIM
Tortoise Investment Management
New York
$206K +$29.5K 4 0.06% Increased
2050
LCM
Lucas Capital Management
New Jersey
$205K +$210K 1 0.19% New