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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
2326
KBFS
Kohmann Bosshard Financial Services
Ohio
$233K +$96.1K 2 0.09% Increased
2327
MSR
Main Street Research
Connecticut
$233K +$228K 1 0.04% New
2328
PP
Parplus Partners
New York
$232K +$227K 1 0.05% New
2329
TCWM
Total Clarity Wealth Management
Illinois
$231K +$226K 2 0.17% New
2330
FAM
Flaharty Asset Management
Florida
$230K -$87.5K 1 0.08% Reduced
2331
JWBC
J.W. Burns & Co
New York
$230K +$225K 1 0.05% New
2332
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$230K +$225K 1 0.39% New
2333
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$230K $0 1 0.24% Maintained
2334
EFL
ERn Financial LLC
Wisconsin
$229K -$3.43K 1 0.13% Reduced
2335
FWCM
First Western Capital Management
California
$229K $0 1 3.63% Maintained
2336
AIM
Avity Investment Management
Connecticut
$228K +$4.41K 1 0.03% Increased
2337
AWM
Aevitas Wealth Management
Massachusetts
$226K +$817 1 0.21% Increased
2338
CCFM
Clear Creek Financial Management
Washington
$226K $0 1 0.09% Maintained
2339
IC
InterOcean Capital
Illinois
$226K +$10.1K 1 0.02% Increased
2340
ANB
Amarillo National Bank
Texas
$225K $0 1 0.08% Maintained
2341
PWMG
Prestige Wealth Management Group
New Jersey
$225K +$303 3 0.12% Increased
2342
WIS
Wright Investors Service
Connecticut
$225K -$118K 1 0.08% Reduced
2343
Circle Wealth Management
Circle Wealth Management
New Jersey
$224K -$14.9K 1 0.04% Reduced
2344
PIM
Progressive Investment Management
Oregon
$224K +$213K 1 0.11% New
2345
RI
Rudd International
Florida
$223K -$5.23K 1 0.12% Reduced
2346
KA
KLCM Advisors
Wisconsin
$222K +$230K 1 0.05% New
2347
MJP
Michael J. Puzo
$222K $0 1 0.08% Maintained
2348
QCMC
Quantum Capital Management (California)
California
$222K -$29.7K 1 0.11% Reduced
2349
AFWM
AMJ Financial Wealth Management
Virginia
$221K +$217K 1 0.16% New
2350
DA
Doliver Advisors
Texas
$221K -$3.11K 1 0.09% Reduced