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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
ACM
AlphaStar Capital Management
North Carolina
$201K +$194K 1 0.05% New
2102
BCCM
Bridge Creek Capital Management
Massachusetts
$201K +$195K 1 0.1% New
2103
HKIM
Hayek Kallen Investment Management
Alabama
$201K -$5.82K 1 0.13% Reduced
2104
PAA
Peregrine Asset Advisers
Oregon
$201K +$195K 1 0.1% New
2105
PCMC
Paragon Capital Management (Colorado)
Colorado
$200K +$194K 1 0.08% New
2106
IAM
Integre Asset Management
New York
$197K +$173K 1 0.12% New
2107
TIM
Tortoise Investment Management
New York
$194K -$10.5K 4 0.06% Reduced
2108
MWM
Mascoma Wealth Management
New Hampshire
$191K +$60.6K 2 0.12% Increased
2109
NCM
Nelson Capital Management
California
$190K +$4.16K 1 0.06% Increased
2110
GAM
Gemmer Asset Management
California
$189K +$15.5K 9 0.07% Increased
2111
LFA
Legacy Financial Advisors
Kentucky
$189K +$184K 9 0.08% New
2112
SFPIA
Stevens First Principles Investment Advisors
California
$187K $0 1 0.1% Maintained
2113
JGIA
Jackson Grant Investment Advisers
Connecticut
$186K +$134 2 0.13% Increased
2114
Arax Advisory Partners
Arax Advisory Partners
Colorado
$184K -$8.66K 1 0.08% Reduced
2115
GRQ
Gardner Russo & Quinn
Pennsylvania
$180K +$175K 2 0% New
2116
AIP
Almanack Investment Partners
Pennsylvania
$178K +$24.4K 1 0.07% Increased
2117
BWA
Burt Wealth Advisors
Maryland
$178K +$55.9K 3 0.11% Increased
2118
SIAS
Shine Investment Advisory Services
Colorado
$178K -$7.65K 3 0.09% Reduced
2119
HCA
Heck Capital Advisors
Wisconsin
$176K +$2.01K 1 0.09% Increased
2120
CPP
Crow Point Partners
Massachusetts
$173K +$156K 2 0.03% New
2121
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$171K -$40.3K 5 0.08% Reduced
2122
MWM
MinichMacGregor Wealth Management
New York
$170K -$445 3 0.13% Reduced
2123
PWPS
Pinnacle Wealth Planning Services
Ohio
$170K +$163K 2 0.35% New
2124
AWM
AllSquare Wealth Management
New York
$169K -$1.6K 4 0.13% Reduced
2125
RFWA
RPg Family Wealth Advisory
Massachusetts
$163K -$3.22K 1 0.14% Reduced