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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
2251
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$6K +$5.5K 1 0% New
2252
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K $0 1 0% Maintained
2253
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$4K +$1.17K 2 0% Increased
2254
WCM
Wealthcare Capital Management
Virginia
$4K +$2.64K 2 0% Increased
2255
OPWM
Oak Point Wealth Management
Michigan
$3K +$2.95K 1 0% New
2256
Pathstone Family Office
Pathstone Family Office
New Jersey
$3K -$5.32K 1 0% Reduced
2257
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$2K -$24K 1 0% Reduced
2258
DA
Denali Advisors
California
$1K $0 1 0% Maintained
2259
LWA
Lowe Wealth Advisors
Maryland
$1K +$195 1 0% Increased
2260
PS
Portfolio Strategies
New York
$1K +$1.37K 1 0% New
2261
TFA
Transamerica Financial Advisors
Florida
$1K $0 1 0% Maintained
2262
4IG
440 Investment Group
Kansas
$0 -$910K 0 – Closed
2263
AGM
Alpine Global Management
New York
$0 -$779K 0 – Closed
2264
Aspiriant LLC
Aspiriant LLC
California
$0 -$244K 0 – Closed
2265
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$0 -$1.74M 0 – Closed
2266
BIMC
Benson Investment Management Company
Virginia
$0 -$35K 0 – Closed
2267
BGC
Blue Granite Capital
South Carolina
$0 -$1.8M 0 – Closed
2268
Bridgewater Associates
Bridgewater Associates
Connecticut
$0 -$3.25M 0 – Closed
2269
BRCM
Bright Rock Capital Management
Massachusetts
$0 -$1.37M 0 – Closed
2270
BAPIM
British Airways Pensions Investment Management
United Kingdom
$0 -$34.7M 0 – Closed
2271
Capital Guardian Trust
Capital Guardian Trust
California
$0 -$3K 0 – Closed
2272
Capital Research Global Investors
Capital Research Global Investors
California
$0 -$61.6M 0 – Closed
2273
Capital Wealth Planning
Capital Wealth Planning
Florida
$0 -$226K 0 – Closed
2274
CWM
Cedar Wealth Management
California
$0 -$4K 0 – Closed
2275
CRB
Chad R. Baker
$0 -$4.72M 0 – Closed