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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
SCM
SIR Capital Management
New York
$249K +$258K 1 0.08% New
2052
SWA
Stratos Wealth Advisors
Ohio
$249K +$273K 1 0.17% New
2053
WLIM
White Lighthouse Investment Management
Massachusetts
$249K -$61.6K 1 0.14% Reduced
2054
BIA
BHK Investment Advisors
Alabama
$248K -$11.6K 1 0.19% Reduced
2055
CA
Calton & Associates
Florida
$246K -$180K 1 0.09% Reduced
2056
CAAS
Capital Asset Advisory Services
Michigan
$246K -$16.1K 1 0.24% Reduced
2057
CL
CIM LLC
New York
$246K +$3.41K 1 0.11% Increased
2058
SFM
Signature Financial Management
Virginia
$246K -$433K 1 0.06% Reduced
2059
HC
Hourglass Capital
Texas
$244K -$11.6K 1 0.08% Reduced
2060
SJIM
St. Johns Investment Management
Florida
$244K -$11.6K 1 0.22% Reduced
2061
DBIA
Dumont & Blake Investment Advisors
New Jersey
$243K -$25.5K 1 0.11% Reduced
2062
PCMK
Paragon Capital Management (Kansas)
Kansas
$243K +$267K 1 0.13% New
2063
CAM
Chesapeake Asset Management
New York
$242K $0 1 0.45% Maintained
2064
CWM
Cornerstone Wealth Management
Missouri
$242K +$265K 1 0.05% New
2065
RP
Rice Partnership
Hawaii
$240K -$283K 1 0.22% Reduced
2066
IC
Inscription Capital
Texas
$239K +$262K 1 0.13% New
2067
AAIM
Asset Advisors Investment Management
Georgia
$238K -$314K 1 0.05% Reduced
2068
DRD
Dennis R. Delaney
$238K -$11.3K 1 0.37% Reduced
2069
TW
TrinityPoint Wealth
Connecticut
$238K +$261K 1 0.15% New
2070
FWM
Fairhaven Wealth Management
Illinois
$237K +$260K 1 0.23% New
2071
BCM
Breiter Capital Management
Florida
$236K -$92.8K 1 0.48% Reduced
2072
CCB
Cutter & Co Brokerage
Missouri
$236K +$17.6K 1 0.09% Increased
2073
WP
WealthSource Partners
California
$236K -$956 1 0.07% Reduced
2074
CP
Camelot Portfolios
Ohio
$234K -$2M 1 0.11% Reduced
2075
CHA
Cedar Hill Associates
Illinois
$234K -$82.9K 1 0.09% Reduced