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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
2301
TC
Trust Company
Kansas
$246K $0 1 0.22% Maintained
2302
AWM
AllSquare Wealth Management
New York
$244K +$37.5K 4 0.17% Increased
2303
EIA
Edgemoor Investment Advisors
Maryland
$244K +$981 1 0.03% Increased
2304
DC
Derby & Company
Massachusetts
$243K +$4.74K 1 0.09% Increased
2305
NAM
NTV Asset Management
West Virginia
$243K +$15.7K 1 0.06% Increased
2306
SPP
Single Point Partners
Massachusetts
$243K +$238K 1 0.15% New
2307
Merriman Wealth Management
Merriman Wealth Management
Washington
$242K +$237K 1 0.05% New
2308
BFG
Barber Financial Group
Kansas
$241K +$163 1 0.05% Increased
2309
DOA
D'Orazio & Associates
Virginia
$241K $0 1 0.07% Maintained
2310
PC
Port Capital
Illinois
$241K $0 1 0.03% Maintained
2311
SFPG
Stonebridge Financial Planning Group
Florida
$241K +$236K 2 0.22% New
2312
FCA
FLC Capital Advisors
California
$240K $0 1 0.1% Maintained
2313
LWM
Liberty Wealth Management
California
$240K -$34.2K 4 0.19% Reduced
2314
CWM
Connecticut Wealth Management
Connecticut
$238K $0 1 0.03% Maintained
2315
HIS
Horizon Investment Services
Indiana
$238K +$240K 1 0.16% New
2316
SWMG
Strategic Wealth Management Group
Maryland
$238K +$12.1K 1 0.15% Increased
2317
OWA
Outlook Wealth Advisors
Texas
$237K -$522K 1 0.13% Reduced
2318
RHFI
Reilly Herbert Faulkner III
$237K $0 1 0.1% Maintained
2319
Alesco Advisors
Alesco Advisors
New York
$236K $0 1 0.01% Maintained
2320
VCM
Vigilant Capital Management
Maine
$235K $0 1 0.03% Maintained
2321
CG
Corundum Group
Colorado
$234K +$20.4K 1 0.25% Increased
2322
FFS
Founders Financial Securities
Maryland
$234K +$229K 1 0.08% New
2323
HHAM
HITE Hedge Asset Management
Massachusetts
$234K +$230K 1 0.05% New
2324
PAS
Partnervest Advisory Services
California
$234K -$28.6K 1 0.09% Reduced
2325
AP
Atwood & Palmer
Missouri
$233K $0 1 0.03% Maintained