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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
2201
WPC
White Pine Capital
Minnesota
$1.22M -$1.25M 1 0.29% Reduced
2202
RDWM
Red Door Wealth Management
Tennessee
$1.22M -$82.9K 3 0.11% Reduced
2203
CAIM
Catherine Avery Investment Management
Florida
$1.22M -$81.3K 2 0.53% Reduced
2204
AL
ARWA LLC
Texas
$1.22M +$439K 1 0.51% Increased
2205
NW
Naviter Wealth
Arkansas
$1.22M -$1.2M 1 0.11% Reduced
2206
VC
VarCov Co
Connecticut
$1.21M -$1.49M 3 0.46% Reduced
2207
BA
Bellwether Advisors
Nebraska
$1.21M +$1.15M 1 0.18% New
2208
KFA
Kelleher Financial Advisors
New York
$1.21M +$107K 7 0.17% Increased
2209
PCS
Private Client Services
Kentucky
$1.21M -$1.14M 1 0.32% Reduced
2210
ACM
Allred Capital Management
Texas
$1.2M -$577K 2 0.39% Reduced
2211
PPC
Park Place Capital
Alabama
$1.2M -$116K 5 0.19% Reduced
2212
QFW
QTR Family Wealth
Florida
$1.2M +$253K 4 0.42% Increased
2213
PWA
Pitcairn Wealth Advisors
Pennsylvania
$1.19M +$192K 3 0.13% Increased
2214
HWMG
Hurlow Wealth Management Group
Indiana
$1.19M +$6.07K 1 0.25% Increased
2215
SFS
Summit Financial Strategies
Ohio
$1.19M +$329K 1 0.08% Increased
2216
GLOBALT Investments
GLOBALT Investments
Georgia
$1.19M -$1.28M 1 0.04% Reduced
2217
BSG
Black Swift Group
Colorado
$1.19M +$1.04M 1 0.17% New
2218
NB
NBH Bank
Colorado
$1.19M +$1.13M 4 0.5% New
2219
MAWA
Moss Adams Wealth Advisors
Washington
$1.19M -$1.35M 3 0.07% Reduced
2220
SM
Sciencast Management
New Jersey
$1.18M -$2.39M 1 0.25% Reduced
2221
OIS
OneAscent Investment Solutions
Alabama
$1.18M +$138K 2 1.12% Increased
2222
SIM
SummerHaven Investment Management
Connecticut
$1.18M $0 2 0.63% Maintained
2223
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$1.18M -$275K 3 0.03% Reduced
2224
LAM
Lakewood Asset Management
Illinois
$1.18M +$72.3K 2 0.65% Increased
2225
Aspiriant LLC
Aspiriant LLC
California
$1.18M -$1.26M 3 0.03% Reduced