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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
FDS
First Dallas Securities
Texas
$440K +$422K 1 0.49% New
2077
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$439K -$4.24K 1 0.41% Reduced
2078
Klingman & Associates
Klingman & Associates
New York
$437K +$23.8K 1 0.06% Increased
2079
Members Trust
Members Trust
Florida
$436K +$7.58K 1 0.02% Increased
2080
IC
Intersect Capital
California
$434K +$30.9K 1 0.12% Increased
2081
Walleye Trading
Walleye Trading
New York
$434K -$388K 1 0% Reduced
2082
Fortis Group Advisors
Fortis Group Advisors
New Jersey
$431K +$416K 4 0.08% New
2083
AIIMS
Analyst IMS Investment Management Services
Israel
$430K -$3.12K 1 0.09% Reduced
2084
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$430K +$594 1 0.07% Increased
2085
Koshinski Asset Management
Koshinski Asset Management
Illinois
$430K -$1.78K 1 0.06% Reduced
2086
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$429K $0 1 0.23% Maintained
2087
SAM
Selway Asset Management
$429K -$1.42K 1 0.3% Reduced
2088
Venturi Wealth Management
Venturi Wealth Management
Texas
$427K -$661K 1 0.05% Reduced
2089
VCM
Vivaldi Capital Management
Illinois
$427K -$14K 1 0.09% Reduced
2090
Ninepoint Partners
Ninepoint Partners
Ontario, Canada
$425K +$385K 1 0.19% New
2091
IAS
Investment Advisory Services
Texas
$424K +$28 1 0.34% Increased
2092
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$424K +$80.7K 1 0.1% Increased
2093
FPFS
First Personal Financial Services
North Carolina
$423K -$105K 4 0.13% Reduced
2094
RG
Retirement Group
California
$423K -$31.4K 3 0.24% Reduced
2095
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$421K +$23.9K 4 0.05% Increased
2096
WealthSource Partners
WealthSource Partners
California
$421K -$3.57K 1 0.06% Reduced
2097
BRC
Bell Rock Capital
Delaware
$418K +$12.3K 1 0.51% Increased
2098
CCG
Ceeto Capital Group
Florida
$418K $0 1 0.23% Maintained
2099
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$418K $0 1 0.07% Maintained
2100
Wealth Architects
Wealth Architects
California
$418K +$446 1 0.11% Increased