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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	PWM PRW Wealth Management Quincy, Massachusetts	$206K	+$200K	1	0.16%	New
2302	BFO Biltmore Family Office Charlotte, North Carolina	$205K	+$199K	1	0.12%	New
2303	BCM BTC Capital Management Des Moines, Iowa	$205K	-$67.2K	1	0.03%	Reduced
2304	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$205K	-$101K	1	0.17%	Reduced
2305	PWP Private Wealth Partners Mill Valley, California	$205K	-$45.5K	1	0.03%	Reduced
2306	STB S&T Bank Indiana, Pennsylvania	$205K	+$206K	1	0.05%	New
2307	KFI Key Financial Inc West Chester, Pennsylvania	$204K	-$5K	1	0.23%	Reduced
2308	WA Wheatland Advisors Lancaster, Pennsylvania	$204K	+$184K	1	0.85%	New
2309	AIA Affinity Investment Advisors Newport Beach, California	$203K	+$183K	1	0.1%	New
2310	GAM Gemmer Asset Management Walnut Creek, California	$203K	+$49.4K	9	0.04%	Increased
2311	PC Port Capital Chicago, Illinois	$203K	+$197K	1	0.02%	New
2312	SIC Sigma Investment Counselors Northville, Michigan	$203K	-$13.2K	1	0.02%	Reduced
2313	ER Enlightenment Research Miami, Florida	$202K	-$111K	1	0.48%	Reduced
2314	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$202K	+$196K	1	0.01%	New
2315	FP Factorial Partners Mt. Kisco, New York	$201K	$0	1	0.22%	Maintained
2316	CRIG Charter Research & Investment Group Southport, Connecticut	$201K	+$195K	1	0.23%	New
2317	PG Proffitt & Goodson Knoxville, Tennessee	$197K	+$140K	3	0.04%	Increased
2318	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$195K	$0	3	0.71%	Maintained
2319	AC Aristides Capital Louisville, Kentucky	$194K	-$258K	1	0.15%	Reduced
2320	WR Watson Rebecca	$194K	+$180K	3	0.12%	New
2321	CFG CKW Financial Group Honolulu, Hawaii	$193K	+$55.4K	2	0.04%	Increased
2322	CG Cutler Group San Francisco, California	$193K	-$2.35M	3	0.01%	Reduced
2323	JC JBF Capital Aspen, Colorado	$193K	+$173K	1	0.03%	New
2324	TC Trust Company Manhattan, Kansas	$193K	-$8.6K	2	0.18%	Reduced
2325	HS Horan Securities Cincinnati, United States	$191K	+$36.1K	3	0.21%	Increased