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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
2176	PP PFS Partners Mine Hill, New Jersey	$1.28M	-$884K	5	0.52%	Reduced
2177	ADL Asset Dedication LLC San Francisco, California	$1.28M	-$923K	8	0.08%	Reduced
2178	TVPW Third View Private Wealth Westport, Connecticut	$1.27M	-$1.84M	1	0.16%	Reduced
2179	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$1.27M	+$174K	2	0.57%	Increased
2180	BWM Bluebird Wealth Management Medfield, Massachusetts	$1.27M	+$903K	1	1.1%	Increased
2181	SPFA Summit Place Financial Advisors Summit, New Jersey	$1.27M	+$55K	1	0.56%	Increased
2182	KAM Knightsbridge Asset Management Newport Beach, California	$1.26M	+$233K	4	0.17%	Increased
2183	RC Rexford Capital Bellaire, Texas	$1.26M	-$266K	4	0.77%	Reduced
2184	3IP 3Chopt Investment Partners Richmond, Virginia	$1.26M	-$359K	3	0.24%	Reduced
2185	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.26M	-$835K	2	0.1%	Reduced
2186	AWA Argo Wealth Advisory Mclean, Virginia	$1.26M	-$1.34M	1	0.7%	Reduced
2187	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$1.26M	-$406K	3	0.28%	Reduced
2188	TWM Trueblood Wealth Management Lima, Ohio	$1.25M	-$379K	2	0.44%	Reduced
2189	BFA Bridgelight Financial Advisors Shelton, Connecticut	$1.25M	$0	1	0.86%	Maintained
2190	MWA Marathon Wealth Advisors Boston, Massachusetts	$1.25M	-$1.25M	1	0.43%	Reduced
2191	CT Coastline Trust Providence, Rhode Island	$1.25M	-$2.42M	2	0.11%	Reduced
2192	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$1.25M	-$43.4K	2	0.2%	Reduced
2193	FIB First Interstate Bank Billings, Montana	$1.24M	-$5.68M	1	0.06%	Reduced
2194	MS Madden Securities Dallas, Texas	$1.24M	-$1.01M	2	0.34%	Reduced
2195	SC Slow Capital Greenbrae, California	$1.24M	-$1.37M	1	0.14%	Reduced
2196	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.24M	-$1.16M	1	0.08%	Reduced
2197	SC Steph & Co Marinette, Wisconsin	$1.23M	+$64.9K	5	0.31%	Increased
2198	LI Lafayette Investments Ashton, Maryland	$1.23M	-$384K	2	0.23%	Reduced
2199	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$1.23M	+$856K	2	0.12%	Increased
2200	IWM Iams Wealth Management Omaha, Nebraska	$1.23M	-$1.15M	1	0.37%	Reduced