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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
NCM
Northside Capital Management
Oregon
$251K $0 1 0.08% Maintained
2302
VC
Vicus Capital
Pennsylvania
$251K -$20.5K 1 0.04% Reduced
2303
AA
Argent Advisors
Louisiana
$250K +$239K 1 0.17% New
2304
Aspiriant LLC
Aspiriant LLC
California
$250K -$25K 1 0.02% Reduced
2305
FFG
Frisch Financial Group
New York
$250K +$2.23K 1 0.11% Increased
2306
PCP
Proficio Capital Partners
Massachusetts
$250K +$4.61K 1 0.04% Increased
2307
RAM
Riggs Asset Management
Pennsylvania
$250K -$8.89K 2 0.11% Reduced
2308
EML
Eos Management LP
New York
$249K $0 1 0.1% Maintained
2309
PM
Parametrica Management
Hong Kong
$248K -$226K 1 0.47% Reduced
2310
GAM
Gemmer Asset Management
California
$247K +$3.52K 9 0.05% Increased
2311
VAM
Verity Asset Management
North Carolina
$247K +$237K 1 0.19% New
2312
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$246K +$228K 1 0.1% New
2313
LJAC
L.J. Altfest & Co
New York
$246K $0 1 0.07% Maintained
2314
FP
Factorial Partners
New York
$246K +$30.8K 1 0.25% Increased
2315
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$245K $0 1 0.1% Maintained
2316
BFC
Blue Fin Capital
Rhode Island
$245K -$25.1K 1 0.1% Reduced
2317
PCFFS
Pacific Center for Financial Services
California
$245K +$297 3 0.1% Increased
2318
BWM
Baystate Wealth Management
Massachusetts
$244K -$141K 4 0.03% Reduced
2319
BA
Bennicas & Associates
California
$244K +$226K 1 0.15% New
2320
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$244K $0 1 0.18% Maintained
2321
EW
Evoke Wealth
California
$243K -$21.3K 4 0.02% Reduced
2322
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$243K +$225K 1 0.02% New
2323
RT
Rockland Trust
Massachusetts
$243K +$1.93K 1 0.02% Increased
2324
CFO
CVA Family Office
Colorado
$242K +$22.7K 5 0.17% Increased
2325
KMWM
Keudell/Morrison Wealth Management
Oregon
$242K -$3.92K 1 0.16% Reduced