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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
CCA
Column Capital Advisors
Indiana
$415K +$402K 5 0.21% New
2077
FDCC
Foster Dykema Cabot & Co
Massachusetts
$414K -$16.5K 1 0.06% Reduced
2078
PHAM
Palisades Hudson Asset Management
Florida
$414K $0 1 0.27% Maintained
2079
EWM
Evermay Wealth Management
Virginia
$413K +$404K 1 0.1% New
2080
CAG
Curtis Advisory Group
California
$412K +$404K 1 0.24% New
2081
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$412K $0 1 0.06% Maintained
2082
ISWM
Independent Solutions Wealth Management
New York
$412K +$404K 1 0.18% New
2083
SC
Steph & Co
Wisconsin
$411K +$386K 3 0.35% New
2084
HCM
Hengehold Capital Management
Ohio
$407K $0 1 0.07% Maintained
2085
NC
Noked Capital
Israel
$407K +$399K 1 0.46% New
2086
NI
Noked Israel
Israel
$407K +$399K 1 0.46% New
2087
OC
Oakworth Capital
Alabama
$406K +$106K 3 0.07% Increased
2088
BRC
Bell Rock Capital
Delaware
$405K -$3.11K 1 0.35% Reduced
2089
VIM
Veritas Investment Management
United Kingdom
$405K +$17.2K 1 0.03% Increased
2090
GWM
GSB Wealth Management
Connecticut
$404K $0 1 1.66% Maintained
2091
CFG
Capstone Financial Group
Oklahoma
$403K +$359K 1 0.39% New
2092
Capula Management
Capula Management
Cayman Islands
$403K +$395K 1 0.01% New
2093
CHA
Cooper/Haims Advisors
New York
$402K $0 1 0.22% Maintained
2094
EI
EDMP Inc
Florida
$401K $0 1 0.34% Maintained
2095
ACM
Argyle Capital Management
Pennsylvania
$399K $0 1 0.14% Maintained
2096
BCM
Bienville Capital Management
New York
$399K $0 1 0.1% Maintained
2097
VST
Van Strum & Towne
California
$399K $0 1 0.25% Maintained
2098
Annex Advisory Services
Annex Advisory Services
Wisconsin
$398K $0 1 0.05% Maintained
2099
ERIM
Eagle Ridge Investment Management
Connecticut
$398K $0 1 0.05% Maintained
2100
SCM
Stellar Capital Management
Arizona
$398K $0 1 0.23% Maintained