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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
2126
PCM
Palouse Capital Management
Washington
$253K -$326K 1 0.09% Reduced
2127
SIC
Sigma Investment Counselors
Michigan
$253K $0 1 0.03% Maintained
2128
PAS
Partnervest Advisory Services
California
$252K -$87.2K 1 0.09% Reduced
2129
TFS
TrustCore Financial Services
Tennessee
$252K +$1.59K 3 0.05% Increased
2130
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$251K +$11.3K 1 0.12% Increased
2131
BFPW
BOK Financial Private Wealth
Colorado
$251K $0 1 0.04% Maintained
2132
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$251K +$3.66K 1 0.02% Increased
2133
IIA
IPG Investment Advisors
California
$251K +$248K 1 0.09% New
2134
TIA
Tiemann Investment Advisors
California
$250K -$25.3K 1 0.18% Reduced
2135
CA
Cumberland Advisors
Florida
$249K $0 1 0.07% Maintained
2136
SIM
Sadoff Investment Management
Wisconsin
$249K -$33.7K 1 0.02% Reduced
2137
Valmark Advisers
Valmark Advisers
Ohio
$248K -$13.7K 1 0.01% Reduced
2138
BC
Burleson & Co
California
$247K $0 1 0.09% Maintained
2139
FANJ
Financial Architects (New Jersey)
New Jersey
$247K -$6.84K 5 0.06% Reduced
2140
MA
MONECO Advisors
Connecticut
$246K $0 1 0.19% Maintained
2141
FWM
Fairhaven Wealth Management
Illinois
$244K $0 1 0.23% Maintained
2142
DWA
Dougherty Wealth Advisers
Minnesota
$243K -$16K 3 0.8% Reduced
2143
DSA
Droms Strauss Advisors
Missouri
$242K +$954 1 0.19% Increased
2144
Koshinski Asset Management
Koshinski Asset Management
Illinois
$242K -$77.8K 1 0.17% Reduced
2145
TIP
Torray Investment Partners
Maryland
$242K -$49.9K 1 0.03% Reduced
2146
AA
AlphaMark Advisors
Kentucky
$241K $0 1 0.1% Maintained
2147
CC
Capital Counsel
New York
$241K +$241K 1 0.02% New
2148
CWM
Concentric Wealth Management
California
$241K $0 1 0.15% Maintained
2149
ECM
Elgethun Capital Management
South Dakota
$240K +$10.5K 1 0.13% Increased
2150
IIC
Integrated Investment Consultants
Michigan
$240K $0 1 0.12% Maintained