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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
2151
CA
Cumberland Advisors
Florida
$257K $0 1 0.09% Maintained
2152
JCM
JS Capital Management
New York
$257K +$237K 1 0.04% New
2153
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$256K +$3.82K 1 0.02% Increased
2154
ETI
Enterprise Trust & Investment
California
$254K +$245K 1 0.16% New
2155
HCA
Heck Capital Advisors
Wisconsin
$254K +$10.5K 1 0.07% Increased
2156
EVC
Eidelman Virant Capital
Missouri
$253K +$245K 1 0.13% New
2157
MA
MONECO Advisors
Connecticut
$253K $0 1 0.2% Maintained
2158
SIAS
Shine Investment Advisory Services
Colorado
$253K -$899 5 0.12% Reduced
2159
TFS
TrustCore Financial Services
Tennessee
$253K +$37K 2 0.06% Increased
2160
FWM
Fairhaven Wealth Management
Illinois
$252K -$59K 1 0.23% Reduced
2161
FANJ
Financial Architects (New Jersey)
New Jersey
$252K -$1.18M 5 0.05% Reduced
2162
CCP
Clarkston Capital Partners
Michigan
$251K +$242K 1 0.01% New
2163
KLCM
KG&L Capital Management
Louisiana
$250K -$29K 1 0.24% Reduced
2164
AA
AlphaMark Advisors
Kentucky
$249K $0 1 0.11% Maintained
2165
CWM
Concentric Wealth Management
California
$249K +$21.2K 1 0.16% Increased
2166
DSA
Droms Strauss Advisors
Missouri
$249K +$1.27K 1 0.19% Increased
2167
AIM
Avity Investment Management
Connecticut
$247K -$16.9K 1 0.03% Reduced
2168
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$247K $0 1 0.11% Maintained
2169
IIC
Integrated Investment Consultants
Michigan
$247K +$233K 1 0.13% New
2170
SKK
Shepherd Kaplan Krochuk
Massachusetts
$247K +$124K 1 0.17% Increased
2171
BC
Burleson & Co
California
$246K $0 1 0.1% Maintained
2172
EWM
Executive Wealth Management
Michigan
$244K -$361 4 0.03% Reduced
2173
CCT
Country Club Trust
Missouri
$243K -$26.1K 1 0.03% Reduced
2174
NPT
Nixon Peabody Trust
Massachusetts
$243K +$235K 1 0.14% New
2175
TC
Trust Company
Kansas
$243K $0 1 0.22% Maintained