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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
TFS
TrustCore Financial Services
Tennessee
$257K +$28.7K 3 0.04% Increased
2202
MCF Advisors
MCF Advisors
Kentucky
$255K +$44.1K 4 0.04% Increased
2203
CIP
Convergence Investment Partners
Florida
$254K +$16.9K 1 0.09% Increased
2204
ACP
Arcus Capital Partners
Georgia
$253K $0 1 0.07% Maintained
2205
IA
Independence Advisors
Pennsylvania
$253K $0 1 0.06% Maintained
2206
PIA
Pinion Investment Advisors
Kansas
$253K -$696 1 0.38% Reduced
2207
AMCA
Arthur M. Cohen & Associates
Illinois
$252K -$68.8K 1 0.08% Reduced
2208
CF
Centaurus Financial
California
$252K +$27.5K 1 0.04% Increased
2209
SC
Steph & Co
Wisconsin
$250K +$66.9K 2 0.25% Increased
2210
WP
WealthShield Partners
North Carolina
$250K +$244K 1 0.12% New
2211
RCA
Rowland Carmichael Advisors
Arizona
$249K $0 1 0.11% Maintained
2212
MAM
Marotta Asset Management
Virginia
$249K $0 1 0.08% Maintained
2213
FWCM
First Western Capital Management
California
$248K -$1.06K 1 5.6% Reduced
2214
TBNY
Trustco Bank (New York)
New York
$248K +$224K 1 0.32% New
2215
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$247K -$6.29K 1 1.16% Reduced
2216
SL
Savior LLC
Massachusetts
$247K +$1.28K 6 0.31% Increased
2217
PA
Planning Alternatives
Michigan
$246K $0 1 0.05% Maintained
2218
EWP
Engrave Wealth Partners
Texas
$244K +$1.74K 3 0.22% Increased
2219
Tidal Investments
Tidal Investments
Wisconsin
$244K +$2.12K 1 0.03% Increased
2220
Aspiriant LLC
Aspiriant LLC
California
$243K -$16.3K 1 0.02% Reduced
2221
JGIA
Jackson Grant Investment Advisers
Connecticut
$243K +$31.8K 3 0.15% Increased
2222
C
Certuity
Florida
$242K +$2.78K 1 0.11% Increased
2223
SFG
StrategIQ Financial Group
Indiana
$242K $0 1 0.07% Maintained
2224
PAM
Private Asset Management
California
$241K -$4.76K 1 0.04% Reduced
2225
CPA
Cowen Prime Advisors
New York
$240K $0 1 0.14% Maintained