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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
TCM
Tufton Capital Management
Maryland
$398K $0 1 0.08% Maintained
2102
LJHT
Laurie J. Hall Trustee
$397K $0 3 0.18% Maintained
2103
BWCS
Beirne Wealth Consulting Services
Connecticut
$396K +$4.74K 1 0.35% Increased
2104
IC
Intersect Capital
California
$396K +$9.15K 1 0.13% Increased
2105
UCMOK
United Capital Management of KS
Kansas
$396K +$146K 1 0.25% Increased
2106
GAM
Grandview Asset Management
Pennsylvania
$395K -$1.14K 1 0.37% Reduced
2107
VHAM
Van Hulzen Asset Management
California
$393K +$1.47K 1 0.08% Increased
2108
AF
Affiance Financial
Minnesota
$392K $0 1 0.22% Maintained
2109
KP
Keel Point
Alabama
$392K +$1.96K 1 0.04% Increased
2110
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$391K +$126K 1 0.16% Increased
2111
PCAP
Pratt Collard Advisory Partners
New York
$389K $0 1 0.3% Maintained
2112
RI
Ridgewood Investments
New Jersey
$389K -$1.77K 1 0.28% Reduced
2113
Confluence Investment Management
Confluence Investment Management
Missouri
$388K +$3.76K 1 0.01% Increased
2114
MCWA
Meadow Creek Wealth Advisors
Georgia
$388K +$380K 1 0.54% New
2115
BC
Barnett & Company
Tennessee
$387K +$23.2K 3 0.24% Increased
2116
HT
HighTower Trust
Texas
$386K +$5.67K 1 0.05% Increased
2117
EF
Exeter Financial
Arizona
$385K -$17.2K 1 0.3% Reduced
2118
NAM
North American Management
Massachusetts
$385K $0 1 0.06% Maintained
2119
AMG
Advisors Management Group
Wisconsin
$384K -$5.32K 1 0.15% Reduced
2120
AR
Advisory Research
Illinois
$384K -$25.5M 1 0.02% Reduced
2121
GFS
GYL Financial Synergies
Connecticut
$384K $0 1 0.17% Maintained
2122
RTC
Riverview Trust Company
Washington
$384K -$14.1K 4 0.26% Reduced
2123
OPCM
Osborne Partners Capital Management
California
$383K $0 1 0.08% Maintained
2124
RAM
Riggs Asset Management
Pennsylvania
$382K -$8.66K 2 0.15% Reduced
2125
AAIM
Asset Advisors Investment Management
Georgia
$381K +$31.2K 1 0.06% Increased