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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
TBNY
Trustco Bank (New York)
New York
$263K +$292K 1 0.49% New
2027
AMCA
Arthur M. Cohen & Associates
Illinois
$262K -$12.4K 1 0.08% Reduced
2028
TWM
Torch Wealth Management
Ohio
$262K -$11.5K 1 0.19% Reduced
2029
AC
Addison Capital
Pennsylvania
$261K -$19.9K 1 0.23% Reduced
2030
CBT
Capital Bank & Trust
California
$261K -$35.6K 1 0% Reduced
2031
SBWM
Sunflower Bank Wealth Management
Arizona
$261K -$12.4K 1 0.08% Reduced
2032
CPA
Cowen Prime Advisors
New York
$260K $0 1 0.16% Maintained
2033
PEA
Pacific Edge Advisors
California
$260K -$22.1K 1 0.17% Reduced
2034
CPP
Crow Point Partners
Massachusetts
$259K $0 1 0.05% Maintained
2035
CCMD
Cypress Capital Management (Delaware)
Delaware
$259K -$12.3K 1 0.05% Reduced
2036
CWA
Clarus Wealth Advisors
Arizona
$257K -$196K 4 0.4% Reduced
2037
CW
Cabot-Wellington
Massachusetts
$256K -$12.3K 1 0.17% Reduced
2038
JHCP
Jackson Hole Capital Partners
Oklahoma
$256K +$285K 1 0.27% New
2039
OWA
One Wealth Advisors
California
$256K +$135K 1 0.26% Increased
2040
UFF
USA Financial Formulas
Michigan
$255K -$421K 1 0.06% Reduced
2041
SWA
Sutton Wealth Advisors
Florida
$254K +$45K 6 0.16% Increased
2042
AEPG
American Economic Planning Group
New Jersey
$254K -$12.2K 1 0.08% Reduced
2043
GF
Goodman Financial
Texas
$254K -$12K 1 0.14% Reduced
2044
PWP
Private Wealth Partners
California
$253K -$12K 1 0.05% Reduced
2045
EIP
Ellis Investment Partners
Pennsylvania
$252K +$276K 1 0.11% New
2046
NSB
Norway Savings Bank
Maine
$252K +$69.3K 2 0.25% Increased
2047
SIM
SSI Investment Management
California
$252K -$15K 1 0.02% Reduced
2048
MCM
Maryland Capital Management
Maryland
$251K -$28K 1 0.04% Reduced
2049
Mission Wealth Management
Mission Wealth Management
California
$249K +$20.6K 1 0.03% Increased
2050
MFW
Mosaic Family Wealth
Missouri
$249K -$3.82K 3 0.1% Reduced