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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
AIS
AlphaOne Investment Services
Pennsylvania
$318K +$51.1K 1 0.53% Increased
2202
Centiva Capital
Centiva Capital
New York
$318K +$44.9K 2 0.02% Increased
2203
WAG
Winthrop Advisory Group
Massachusetts
$318K $0 1 0.11% Maintained
2204
IAS
IMA Advisory Services
Colorado
$317K +$163 1 0.12% Increased
2205
SWM
Sugarloaf Wealth Management
Georgia
$317K +$298K 4 0.13% New
2206
Tidal Investments
Tidal Investments
Wisconsin
$317K +$97.8K 1 0.13% Increased
2207
FFG
Frisch Financial Group
New York
$316K +$36.1K 1 0.15% Increased
2208
IA
Independence Advisors
Pennsylvania
$316K -$31.1K 1 0.08% Reduced
2209
OCM
Orleans Capital Management
Louisiana
$315K $0 1 0.22% Maintained
2210
SKK
Shepherd Kaplan Krochuk
Massachusetts
$314K $0 1 0.24% Maintained
2211
VC
Vicus Capital
Pennsylvania
$313K +$7.03K 1 0.05% Increased
2212
DA
Detalus Advisors
Missouri
$309K +$302K 1 0.23% New
2213
PWP
Private Wealth Partners
California
$308K -$15.7K 1 0.04% Reduced
2214
LOPW
Live Oak Private Wealth
North Carolina
$307K +$301K 1 0.3% New
2215
NFG
Nations Financial Group
Iowa
$307K +$925 1 0.11% Increased
2216
RP
Rice Partnership
Hawaii
$306K $0 1 0.17% Maintained
2217
SCA
Strategic Capital Advisers
Colorado
$306K +$1.14K 1 0.29% Increased
2218
CT
Columbia Trust
Oregon
$305K +$299K 1 0.27% New
2219
LBC
Lawrence B. Cohen
$304K +$7.36K 1 0.18% Increased
2220
CWM
Cornerstone Wealth Management
Missouri
$303K +$52.8K 1 0.05% Increased
2221
DBIA
Dumont & Blake Investment Advisors
New Jersey
$303K $0 1 0.12% Maintained
2222
BI
Ballast Inc
Kentucky
$301K +$295K 1 0.17% New
2223
JA
JVL Associates
Michigan
$301K $0 1 0.28% Maintained
2224
LRPA
L. Roy Papp & Associates
Arizona
$301K +$2.62K 1 0.04% Increased
2225
PAM
Private Asset Management
California
$301K -$219K 1 0.05% Reduced