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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
RHFI
Reilly Herbert Faulkner III
$201K +$188K 1 0.09% New
2202
ZF
Zhang Financial
Michigan
$201K +$187K 1 0.09% New
2203
CPA
Cowen Prime Advisors
New York
$200K -$101K 1 0.1% Reduced
2204
GAM
Gould Asset Management
California
$200K +$186K 1 0.07% New
2205
HDIM
Hanson & Doremus Investment Management
Vermont
$200K +$26.3K 2 0.07% Increased
2206
AIM
Advantage Investment Management
Iowa
$198K -$26.4K 3 0.16% Reduced
2207
CBT
Capital Bank & Trust
California
$198K -$106K 2 0% Reduced
2208
TFS
TrustCore Financial Services
Tennessee
$195K +$172K 2 0.05% Increased
2209
SJIC
St. James Investment Company
Texas
$193K +$198K 1 0.02% New
2210
LWM
Liberty Wealth Management
California
$188K +$13.9K 3 0.14% Increased
2211
AWM
AllSquare Wealth Management
New York
$185K $0 3 0.14% Maintained
2212
WCG
Weaver Consulting Group
California
$180K +$155K 3 0.05% New
2213
GAM
Gemmer Asset Management
California
$179K +$14.4K 10 0.05% Increased
2214
FRA
Front Row Advisors
California
$175K +$512 6 0.14% Increased
2215
LYV
Live Your Vision
Pennsylvania
$171K $0 1 0.05% Maintained
2216
WPW
Winthrop Partners - WNY
New York
$166K $0 1 0.13% Maintained
2217
Welch Group
Welch Group
Alabama
$165K -$61.6K 1 0.02% Reduced
2218
IF
Ironwood Financial
Arizona
$159K $0 2 0.08% Maintained
2219
LF
Lee Financial
Texas
$158K +$106K 3 0.04% Increased
2220
LFA
Legacy Financial Advisors
Kentucky
$157K +$2.65K 7 0.05% Increased
2221
EWM
Elmwood Wealth Management
California
$156K $0 1 0.14% Maintained
2222
MCF Advisors
MCF Advisors
Kentucky
$154K $0 2 0.03% Maintained
2223
EI
Ellevest Inc
New York
$152K $0 2 0.07% Maintained
2224
SKK
Shepherd Kaplan Krochuk
Massachusetts
$146K +$164K 1 0.09% New
2225
QCIG
Quad-Cities Investment Group
Iowa
$145K +$140 2 0.13% Increased