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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
SMFS
Squar Milner Financial Services
California
$207K +$88.5K 6 0.19% Increased
2102
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$206K +$195K 1 0.03% New
2103
MCP
Mirador Capital Partners
California
$205K +$194K 1 0.1% New
2104
CIS
Connors Investor Services
Pennsylvania
$204K $0 1 0.03% Maintained
2105
GAM
Gould Asset Management
California
$204K +$215K 1 0.08% New
2106
TFS
TrustCore Financial Services
Tennessee
$203K -$7.43K 2 0.06% Reduced
2107
DP
DSAM Partners
United Kingdom
$202K +$236K 1 0.03% New
2108
BFO
Biltmore Family Office
North Carolina
$201K +$189K 1 0.1% New
2109
BA
BKS Advisors
Michigan
$201K -$57.3K 1 0.07% Reduced
2110
GCIA
Gabelli & Co Investment Advisers
New York
$200K +$188K 1 0.02% New
2111
SG
StoneX Group
New York
$200K +$189K 1 0.15% New
2112
CMBA
C.M. Bidwell & Associates
Hawaii
$190K -$536K 1 0.18% Reduced
2113
ML
McAdam LLC
Pennsylvania
$181K +$5.57K 4 0.07% Increased
2114
IF
Ironwood Financial
Arizona
$179K +$13.4K 2 0.1% Increased
2115
WPW
Winthrop Partners - WNY
New York
$171K $0 1 0.14% Maintained
2116
HDIM
Hanson & Doremus Investment Management
Vermont
$169K +$21.1K 2 0.05% Increased
2117
CA
Cambridge Advisors
Nebraska
$167K -$6.45K 1 0.06% Reduced
2118
LYV
Live Your Vision
Pennsylvania
$166K $0 1 0.05% Maintained
2119
SIAS
Shine Investment Advisory Services
Colorado
$163K -$50.7K 3 0.09% Reduced
2120
Robeco Schweiz
Robeco Schweiz
Switzerland
$159K -$21.1K 1 0.01% Reduced
2121
EWM
Elmwood Wealth Management
California
$158K -$51.8K 1 0.13% Reduced
2122
QCIG
Quad-Cities Investment Group
Iowa
$157K -$6.01K 3 0.14% Reduced
2123
MCF Advisors
MCF Advisors
Kentucky
$156K -$3.4K 2 0.03% Reduced
2124
GAM
Gemmer Asset Management
California
$152K -$22.6K 8 0.05% Reduced
2125
BWA
BDO Wealth Advisors
Florida
$141K $0 3 0.05% Maintained