← 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
2076
Arax Advisory Partners
Arax Advisory Partners
Colorado
$174K +$993 2 0.09% Increased
2077
NCM
Nelson Capital Management
California
$173K -$6.37K 1 0.04% Reduced
2078
MCWS
McKinley Carter Wealth Services
West Virginia
$172K +$181K 2 0.06% New
2079
TFS
TrustCore Financial Services
Tennessee
$167K +$23.7K 2 0.06% Increased
2080
ZB
Zions Bancorporation
Utah
$167K -$992K 1 0.04% Reduced
2081
BWA
Burt Wealth Advisors
Maryland
$166K $0 3 0.08% Maintained
2082
AWM
AllSquare Wealth Management
New York
$164K +$8.65K 4 0.13% Increased
2083
KA
Kaizen Advisory
Illinois
$164K -$1.41M 4 0.16% Reduced
2084
MWM
MinichMacGregor Wealth Management
New York
$164K +$4.57K 5 0.13% Increased
2085
BLA
Balter Liquid Alternatives
Massachusetts
$162K -$674K 1 0.15% Reduced
2086
CCA
Clearwater Capital Advisors
Illinois
$161K +$171K 3 0.03% New
2087
SMG
Spectrum Management Group
Indiana
$157K -$447K 1 0.06% Reduced
2088
PCM
Princeton Capital Management
New Jersey
$154K +$164K 2 0.07% New
2089
CPP
Crow Point Partners
Massachusetts
$152K +$4.57K 2 0.03% Increased
2090
GAM
Gemmer Asset Management
California
$151K -$26.9K 10 0.05% Reduced
2091
LWA
Lenox Wealth Advisors
New York
$150K +$131K 3 0.04% Increased
2092
PFSC
Peoples Financial Services Corp
Pennsylvania
$150K $0 3 0.09% Maintained
2093
WPW
Winthrop Partners - WNY
New York
$149K +$159K 1 0.11% New
2094
SIAS
Shine Investment Advisory Services
Colorado
$148K -$20.5K 3 0.08% Reduced
2095
FMP
Financial Management Professionals
Texas
$144K +$68.9K 2 0.06% Increased
2096
OC
Oakworth Capital
Alabama
$144K +$33.7K 4 0.03% Increased
2097
IF
Ironwood Financial
Arizona
$143K $0 1 0.16% Maintained
2098
ML
McAdam LLC
Pennsylvania
$139K +$146K 5 0.06% New
2099
FAM
Foresters Asset Management
Ontario, Canada
$137K $0 1 0.1% Maintained
2100
MCF Advisors
MCF Advisors
Kentucky
$137K -$8K 2 0.03% Reduced