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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
2226
PTC
Petrus Trust Company
Texas
$305K +$263K 1 0.03% New
2227
GEM
Global Endowment Management
North Carolina
$304K $0 1 0.02% Maintained
2228
PCWA
Pacific Capital Wealth Advisors
California
$304K +$6.41K 2 0.18% Increased
2229
MAG
Mayfair Advisory Group
Alabama
$303K +$290K 1 0.78% New
2230
GA
Gateway Advisory
New Jersey
$302K +$47.3K 1 0.07% Increased
2231
AAIM
Asset Advisors Investment Management
Georgia
$301K -$23.6K 1 0.05% Reduced
2232
CWM
Chesapeake Wealth Management
Virginia
$301K $0 1 0.11% Maintained
2233
SWK
Stephen W. Kidder
$300K +$287K 1 0.11% New
2234
CWP
CFM Wealth Partners
Texas
$299K -$175K 1 0.11% Reduced
2235
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$297K +$1.77K 1 1.27% Increased
2236
SIM
SSI Investment Management
California
$297K -$7.28K 1 0.03% Reduced
2237
BHB
Bank Hapoalim BM
Israel
$295K +$283K 1 0.01% New
2238
FMP
Financial Management Professionals
Texas
$295K +$72.8K 4 0.11% Increased
2239
IIC
Integrated Investment Consultants
Michigan
$295K +$282K 1 0.14% New
2240
NAM
NorthCoast Asset Management
Connecticut
$294K $0 1 0.01% Maintained
2241
TFO
Tarbox Family Office
California
$293K +$11.8K 7 0.07% Increased
2242
VCM
Virtue Capital Management
Tennessee
$293K -$73.6K 1 0.07% Reduced
2243
EWM
Elmwood Wealth Management
California
$292K $0 2 0.24% Maintained
2244
HIM
Herald Investment Management
United Kingdom
$292K $0 1 0.06% Maintained
2245
IA
Independence Advisors
Pennsylvania
$292K +$3.42K 1 0.06% Increased
2246
DBRC
D.B. Root & Company
Pennsylvania
$290K $0 1 0.12% Maintained
2247
SWM
Sugarloaf Wealth Management
Georgia
$290K -$1.2K 5 0.11% Reduced
2248
1W
1776 Wealth
Georgia
$288K -$73.4K 1 0.21% Reduced
2249
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$287K +$275K 1 0.03% New
2250
SL
Savior LLC
Massachusetts
$286K $0 6 0.34% Maintained