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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
PCWA
Pacific Capital Wealth Advisors
California
$338K +$331K 1 0.23% New
2177
SG
StoneX Group
New York
$338K +$26.2K 1 0.14% Increased
2178
IC
Inscription Capital
Texas
$336K -$11K 1 0.15% Reduced
2179
TWM
Torch Wealth Management
Ohio
$336K +$817 1 0.19% Increased
2180
HI
Hudock Inc
Pennsylvania
$335K +$17.8K 3 0.11% Increased
2181
MWM
Maltin Wealth Management
New Jersey
$335K +$329K 1 0.22% New
2182
RCA
Rowland Carmichael Advisors
Arizona
$334K $0 1 0.11% Maintained
2183
FNC
First National Corp
Massachusetts
$333K $0 1 0.12% Maintained
2184
SIM
SSI Investment Management
California
$333K -$1.31K 1 0.02% Reduced
2185
XF
XML Financial
Maryland
$332K +$325K 1 0.12% New
2186
BO
BRR OpCo
Ohio
$329K $0 1 0.05% Maintained
2187
CL
CPWM LLC
Washington
$329K -$131K 1 0.04% Reduced
2188
VIMU
Veritas Investment Management (UK)
United Kingdom
$329K -$146K 1 0.08% Reduced
2189
AIA
AIMZ Investment Advisors
California
$328K -$17.3K 1 0.21% Reduced
2190
CST
Charles Schwab Trust
Nevada
$328K $0 1 0.13% Maintained
2191
FCM
Firsthand Capital Management
California
$327K $0 2 0.13% Maintained
2192
HC
Hourglass Capital
Texas
$327K $0 1 0.09% Maintained
2193
SJIM
St. Johns Investment Management
Florida
$327K $0 1 0.23% Maintained
2194
GEM
Global Endowment Management
North Carolina
$326K $0 1 0.02% Maintained
2195
CCMD
Cypress Capital Management (Delaware)
Delaware
$324K $0 1 0.05% Maintained
2196
ACA
Affinity Capital Advisors
California
$323K +$316K 1 0.21% New
2197
GFP
Gryphon Financial Partners
Ohio
$322K +$34K 1 0.08% Increased
2198
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$321K +$57.1K 1 0.02% Increased
2199
TF
TRH Financial
Iowa
$321K +$314K 1 0.28% New
2200
GFPC
Global Financial Private Client
Florida
$319K +$312K 1 0.27% New