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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$525K +$2.09K 1 0% Increased
2252
SW
StrongBox Wealth
Missouri
$524K $0 1 0.38% Maintained
2253
SCI
S&CO Inc
Massachusetts
$523K +$9.23K 2 0.05% Increased
2254
BC
Barnett & Company
Tennessee
$522K $0 1 0.46% Maintained
2255
HPWM
Highland Private Wealth Management
Washington
$521K +$50.7K 2 0.08% Increased
2256
OWM
OneAscent Wealth Management
Alabama
$521K -$615K 1 0.27% Reduced
2257
FAN
Financial Advisors Network
California
$520K -$15.9K 1 0.15% Reduced
2258
BPCA
Bank Pictet & Cie (Asia)
Singapore
$520K $0 1 0.21% Maintained
2259
BIM
Bridgecreek Investment Management
Oklahoma
$519K $0 1 0.11% Maintained
2260
TCB
Texas Capital Bancshares
Texas
$519K -$1.74K 1 0.42% Reduced
2261
HI
Harper Investing
California
$517K +$30.5K 1 0.53% Increased
2262
BFO
Biltmore Family Office
North Carolina
$516K +$134K 1 0.12% Increased
2263
APG
Abacus Planning Group
South Carolina
$513K +$14.8K 1 0.15% Increased
2264
AAM
AR Asset Management
California
$512K $0 1 0.15% Maintained
2265
Members Trust
Members Trust
Florida
$512K -$3.31K 2 0.02% Reduced
2266
AW
Apricus Wealth
South Carolina
$509K +$17.6K 1 0.51% Increased
2267
OA
Oak Associates
Ohio
$509K $0 1 0.04% Maintained
2268
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$507K -$59.2K 1 0.07% Reduced
2269
SXL
Summit X LLC
Missouri
$507K -$22.6K 1 0.15% Reduced
2270
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$506K +$7.31K 1 0.03% Increased
2271
TAM
Townsend Asset Management
North Carolina
$506K -$7.32K 1 0.28% Reduced
2272
SW
SkyOak Wealth
Michigan
$503K $0 1 0.18% Maintained
2273
WIA
Westbourne Investment Advisors
Maryland
$503K -$29.6K 1 0.27% Reduced
2274
BC
Barrett & Company
Rhode Island
$502K +$434K 2 0.33% New
2275
OHWP
Oak Harbor Wealth Partners
North Carolina
$502K +$29.4K 1 0.2% Increased