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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
2076
VAM
Verity Asset Management
North Carolina
$299K -$82.5K 1 0.31% Reduced
2077
DA
DSC Advisors
Illinois
$298K +$10.7K 1 0.06% Increased
2078
SG
StoneX Group
New York
$298K +$63.3K 1 0.19% Increased
2079
BFG
Beacon Financial Group
Texas
$295K $0 1 0.05% Maintained
2080
WAG
Winthrop Advisory Group
Massachusetts
$295K $0 1 0.12% Maintained
2081
BSAM
Blue Square Asset Management
New York
$294K +$285K 1 0.23% New
2082
RP
Rice Partnership
Hawaii
$293K $0 1 0.18% Maintained
2083
VC
Vicus Capital
Pennsylvania
$293K -$244K 1 0.04% Reduced
2084
DBIA
Dumont & Blake Investment Advisors
New Jersey
$292K -$1.03K 1 0.12% Reduced
2085
HCIA
Hochman Cole Investment Advisors
Illinois
$292K $0 1 0.18% Maintained
2086
SCA
Strategic Capital Advisers
Colorado
$291K +$1.27K 1 0.32% Increased
2087
OC
Oakworth Capital
Alabama
$289K -$51K 3 0.06% Reduced
2088
JA
JVL Associates
Michigan
$288K $0 1 0.24% Maintained
2089
NFG
Nations Financial Group
Iowa
$288K +$266K 1 0.1% New
2090
LRPA
L. Roy Papp & Associates
Arizona
$286K -$835K 1 0.04% Reduced
2091
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$286K +$285K 1 0.02% New
2092
VFP
Verus Financial Partners
Virginia
$285K +$285K 1 0.09% New
2093
DRD
Dennis R. Delaney
$283K -$4.29K 1 0.38% Reduced
2094
LBC
Lawrence B. Cohen
$283K +$5.09K 1 0.19% Increased
2095
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$282K +$12.6K 1 0.12% Increased
2096
PA
Planning Alternatives
Michigan
$281K +$2.54K 1 0.05% Increased
2097
GAM
GQ Asset Management
New York
$280K -$747K 1 0.17% Reduced
2098
CA
Centerpoint Advisors
Massachusetts
$277K $0 3 0.22% Maintained
2099
FCIM
Fairview Capital Investment Management
California
$277K $0 1 0.01% Maintained
2100
SWA
SFMG Wealth Advisors
Texas
$275K $0 1 0.04% Maintained