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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
2051
ACM
Alta Capital Management
Utah
$235K $0 1 0.01% Maintained
2052
Diversified Trust
Diversified Trust
Tennessee
$235K +$228K 1 0.01% New
2053
SCM
Sterneck Capital Management
Missouri
$235K $0 1 0.14% Maintained
2054
THWM
Taylor Hoffman Wealth Management
Virginia
$235K +$230K 3 0.22% New
2055
CS
Credential Securities
$233K +$51.1K 2 0.06% Increased
2056
MJP
Michael J. Puzo
$232K -$263K 1 0.1% Reduced
2057
ADL
Asset Dedication LLC
California
$231K +$64.9K 2 0.09% Increased
2058
FAM
Foresters Asset Management
Ontario, Canada
$231K -$505K 1 0.09% Reduced
2059
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$230K +$218K 2 0.18% New
2060
ODG
O'Dell Group
Ohio
$229K +$221K 1 0.17% New
2061
VAM
Visionary Asset Management
Texas
$229K +$222K 1 0.06% New
2062
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$226K $0 1 0.1% Maintained
2063
WAG
Winthrop Advisory Group
Massachusetts
$226K +$220K 1 0.16% New
2064
RP
Rice Partnership
Hawaii
$225K +$217K 1 0.16% New
2065
IP
Isthmus Partners
Wisconsin
$224K $0 5 0.06% Maintained
2066
GEA
Glen Eagle Advisors
New Jersey
$224K -$9.55K 6 0.19% Reduced
2067
HWM
Highwater Wealth Management
Colorado
$223K -$8.72K 1 0.48% Reduced
2068
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$223K +$216K 1 0.28% New
2069
ECM
Elgethun Capital Management
South Dakota
$222K $0 1 0.16% Maintained
2070
RIA
Regal Investment Advisors
Michigan
$222K +$215K 1 0.05% New
2071
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$221K -$54.3K 1 0.17% Reduced
2072
EAM
Evanson Asset Management
California
$220K +$213K 1 0.04% New
2073
VCM
Vivaldi Capital Management
Illinois
$220K +$213K 1 0.18% New
2074
DOA
D'Orazio & Associates
Virginia
$218K +$8.85K 1 0.08% Increased
2075
SFSG
Stearns Financial Services Group
North Carolina
$218K -$9.39K 1 0.05% Reduced