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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
CWM
Connecticut Wealth Management
Connecticut
$214K $0 1 0.03% Maintained
2202
SMH
Sanders Morris Harris
Texas
$213K -$30.3K 1 0.05% Reduced
2203
BFO
Biltmore Family Office
North Carolina
$212K +$3.5K 1 0.09% Increased
2204
MJP
Michael J. Puzo
$212K -$18.6K 1 0.08% Reduced
2205
EVM
Evelyn V. Moreno
$211K +$209K 1 0.06% New
2206
PCMK
Paragon Capital Management (Kansas)
Kansas
$211K -$135K 1 0.11% Reduced
2207
BMC
Benin Management Corp
Connecticut
$207K -$8.43K 1 0.09% Reduced
2208
DA
Doliver Advisors
Texas
$207K +$954 1 0.08% Increased
2209
Tidal Investments
Tidal Investments
Wisconsin
$207K +$207K 1 0.09% New
2210
AFNAS
American Financial Network Advisory Services
California
$206K -$73K 1 0.31% Reduced
2211
IC
InterOcean Capital
Illinois
$206K -$16.5K 1 0.02% Reduced
2212
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$206K +$88.3K 1 0% Increased
2213
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$206K +$205K 1 0.1% New
2214
USGIU
U.S. Global Investors (USGI)
Texas
$206K +$235K 1 0.11% New
2215
FC
FCA Corp
Texas
$205K +$184K 1 0.08% New
2216
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$204K $0 1 0.02% Maintained
2217
CG
Corundum Group
Colorado
$204K -$318 1 0.24% Reduced
2218
River Road Asset Management
River Road Asset Management
Kentucky
$204K -$92.7K 1 0% Reduced
2219
SG
Somerset Group
Minnesota
$204K $0 1 0.17% Maintained
2220
TRAM
Tuscan Ridge Asset Management
Illinois
$204K +$197K 1 0.01% New
2221
AWM
AllSquare Wealth Management
New York
$203K $0 3 0.15% Maintained
2222
KCPG
Kavar Capital Partners Group
Kansas
$203K -$61K 1 0.08% Reduced
2223
KJHP
K.J. Harrison & Partners
Ontario, Canada
$203K $0 1 0.06% Maintained
2224
Robeco Schweiz
Robeco Schweiz
Switzerland
$203K +$20K 1 0.01% Increased
2225
WCG
Weaver Consulting Group
California
$203K +$19.9K 3 0.11% Increased