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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
2101
CIA
Cascade Investment Advisors
Oregon
$1.4M -$237K 1 0.76% Reduced
2102
AMCA
Arthur M. Cohen & Associates
Illinois
$1.39M $0 1 0.22% Maintained
2103
V
ViaWealth
Kansas
$1.39M -$651K 2 0.7% Reduced
2104
BWP
BSW Wealth Partners
Colorado
$1.39M -$46.8K 4 0.15% Reduced
2105
FUBT
First United Bank & Trust
Maryland
$1.39M -$1.2M 4 0.4% Reduced
2106
IIA
ICW Investment Advisors
Arizona
$1.39M -$308K 1 0.49% Reduced
2107
IIA
IPG Investment Advisors
California
$1.39M +$1.61M 1 0.2% New
2108
TFA
Transamerica Financial Advisors
Florida
$1.39M -$279K 14 0.12% Reduced
2109
KFP
KMG Fiduciary Partners
Ohio
$1.38M -$2.37M 3 0.13% Reduced
2110
WIM
Walsky Investment Management
Pennsylvania
$1.38M -$1.43M 1 1.28% Reduced
2111
OL
Odyssean LLC
Connecticut
$1.38M +$958K 4 0.22% Increased
2112
HP
Haven Private
Florida
$1.37M -$55.2K 1 0.52% Reduced
2113
DIP
DT Investment Partners
Pennsylvania
$1.37M -$1.21M 5 0.1% Reduced
2114
RMAM
Raab & Moskowitz Asset Management
New Jersey
$1.37M -$1.06M 2 0.28% Reduced
2115
ACP
Aviance Capital Partners
Florida
$1.37M -$966K 2 0.14% Reduced
2116
FFC
First Financial Corp
Indiana
$1.37M -$211K 2 0.47% Reduced
2117
GDP
Great Diamond Partners
Maine
$1.37M -$446K 2 0.23% Reduced
2118
M
MATAURO
New York
$1.36M -$767K 1 0.18% Reduced
2119
IHL
Investment House LLC
California
$1.36M -$427K 2 0.06% Reduced
2120
SP
SmartHarvest Portfolios
Washington
$1.36M +$62.4K 3 0.44% Increased
2121
OWP
ORG Wealth Partners
Texas
$1.36M -$651K 2 0.2% Reduced
2122
KSWWM
Keyes Stange & Wooten Wealth Management
Florida
$1.36M -$28.8K 2 0.54% Reduced
2123
CWM
Challenger Wealth Management
California
$1.36M -$83.2K 1 1% Reduced
2124
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$1.35M -$2.32M 2 0.04% Reduced
2125
EAN
Excelsior Advisor Network
Colorado
$1.35M +$935K 2 0.18% Increased