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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
NC
NewSquare Capital
Pennsylvania
$262K +$1.13K 1 0.05% Increased
2027
KTC
Kistler-Tiffany Companies
Pennsylvania
$258K -$36.4K 3 0.11% Reduced
2028
HCM
HMS Capital Management
Tennessee
$256K $0 1 0.13% Maintained
2029
SCM
Stordahl Capital Management
Colorado
$256K $0 1 0.11% Maintained
2030
SWA
Sutton Wealth Advisors
Florida
$256K +$9.24K 7 0.17% Increased
2031
FCIM
Fairview Capital Investment Management
California
$255K +$243K 1 0.01% New
2032
CCM
Crabel Capital Management
California
$254K +$239K 1 0.12% New
2033
TIP
Torray Investment Partners
Maryland
$254K $0 1 0.03% Maintained
2034
OFW
Omnia Family Wealth
Florida
$252K +$3.21K 2 0.12% Increased
2035
TCM
Tufton Capital Management
Maryland
$252K $0 1 0.05% Maintained
2036
CCIA
Campbell & Co Investment Adviser
Maryland
$250K +$49.9K 1 0.17% Increased
2037
GAMC
Garner Asset Management Corp
Texas
$249K -$43.6K 1 0.19% Reduced
2038
THWM
Taylor Hoffman Wealth Management
Virginia
$249K $0 3 0.2% Maintained
2039
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$248K +$234K 1 0.07% New
2040
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$247K -$142 1 0.11% Reduced
2041
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$247K -$10.9K 1 0.06% Reduced
2042
ONST
Old North State Trust
North Carolina
$247K +$239K 3 0.23% New
2043
MWM
Mascoma Wealth Management
New Hampshire
$245K +$15.9K 2 0.16% Increased
2044
SWA
SFMG Wealth Advisors
Texas
$245K -$7.09K 1 0.04% Reduced
2045
WAG
Winthrop Advisory Group
Massachusetts
$245K $0 1 0.14% Maintained
2046
HI
Hudock Inc
Pennsylvania
$243K -$5.53K 3 0.09% Reduced
2047
BCCM
Bridge Creek Capital Management
Massachusetts
$242K -$7.79K 1 0.12% Reduced
2048
FWCM
First Western Capital Management
California
$242K -$37.3K 1 1.09% Reduced
2049
EAM
Evanson Asset Management
California
$241K -$1.56K 1 0.05% Reduced
2050
JLBC
J.L. Bainbridge & Co
Florida
$241K +$227K 1 0.03% New