← All themes

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
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$466K +$16.3K 1 0.08% Increased
2027
FIM
Fernwood Investment Management
Massachusetts
$463K -$22.3K 1 0.22% Reduced
2028
FBFS
First Business Financial Services
Wisconsin
$463K +$480K 1 0.07% New
2029
RIA
Regal Investment Advisors
Michigan
$462K +$435K 2 0.08% New
2030
FFA
Fragasso Financial Advisors
Pennsylvania
$461K +$11.9K 1 0.08% Increased
2031
TP
Tranquility Partners
Tennessee
$461K +$452K 1 0.42% New
2032
MAG
Millrace Asset Group
Pennsylvania
$460K +$455K 1 0.5% New
2033
Klingman & Associates
Klingman & Associates
New York
$459K +$3.76K 1 0.08% Increased
2034
BCM
Boltwood Capital Management
California
$458K +$13.9K 1 0.26% Increased
2035
GIA
Gladstone Institutional Advisory
Florida
$458K -$31.4K 1 0.11% Reduced
2036
BPM
Bowling Portfolio Management
Ohio
$456K +$460K 1 0.08% New
2037
MKP Capital Management
MKP Capital Management
New York
$456K $0 1 0.06% Maintained
2038
WA
Wealth Architects
California
$455K +$7.85K 1 0.13% Increased
2039
MCMT
Moon Capital Management (Tennessee)
Tennessee
$453K $0 1 0.47% Maintained
2040
CWA
Clarity Wealth Advisors
California
$448K +$439K 1 0.38% New
2041
CG
Cynosure Group
Utah
$448K $0 1 0.24% Maintained
2042
Mather Group
Mather Group
Illinois
$448K +$453K 2 0.03% New
2043
SIA
Starfire Investment Advisers
Michigan
$448K $0 1 0.17% Maintained
2044
RVM
Robinson Value Management
Texas
$445K +$436K 1 0.43% New
2045
CCT
Country Club Trust
Missouri
$444K +$19.3K 1 0.05% Increased
2046
CCG
Ceeto Capital Group
Florida
$443K $0 1 0.29% Maintained
2047
UC
Unio Capital
New Jersey
$443K $0 1 0.26% Maintained
2048
BW
Bison Wealth
Georgia
$441K -$2.29K 1 0.21% Reduced
2049
JHP
James Hambro & Partners
United Kingdom
$441K -$121K 1 0.07% Reduced
2050
OAM
Optimal Asset Management
California
$440K +$432K 1 0.07% New