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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
PBC
Pavion Blue Capital
California
$242K $0 1 0.19% Maintained
2327
CG
Corundum Group
Colorado
$241K +$231K 1 0.23% New
2328
DSA
Droms Strauss Advisors
Missouri
$241K +$1.19K 1 0.14% Increased
2329
ECM
Elgethun Capital Management
South Dakota
$241K $0 1 0.13% Maintained
2330
NPT
Nixon Peabody Trust
Massachusetts
$240K +$230K 1 0.11% New
2331
OFW
Omnia Family Wealth
Florida
$239K -$11.9K 1 0.23% Reduced
2332
FC
Fairpointe Capital
Illinois
$238K -$2.33M 1 0.04% Reduced
2333
KPW
Kore Private Wealth
New York
$238K -$367K 1 0.05% Reduced
2334
GIA
Gladstone Institutional Advisory
Florida
$237K -$22.4K 1 0.06% Reduced
2335
PG
Proffitt & Goodson
Tennessee
$237K -$24.1K 3 0.05% Reduced
2336
AO
Advisor OS
Illinois
$236K -$261K 1 0.1% Reduced
2337
FCFC
First Citizens Financial Corp
Iowa
$236K $0 1 0.23% Maintained
2338
RI
Ridgewood Investments
New Jersey
$236K -$117K 1 0.18% Reduced
2339
CWM
Centric Wealth Management
Illinois
$235K -$51.6K 1 0.18% Reduced
2340
Circle Wealth Management
Circle Wealth Management
New Jersey
$235K +$225K 1 0.04% New
2341
ETI
Enterprise Trust & Investment
California
$235K $0 2 0.13% Maintained
2342
PWM
PRW Wealth Management
Massachusetts
$235K $0 1 0.17% Maintained
2343
BFO
Biltmore Family Office
North Carolina
$234K $0 1 0.13% Maintained
2344
CWM
Concentric Wealth Management
California
$234K +$224K 1 0.1% New
2345
FWM
Fairhaven Wealth Management
Illinois
$234K $0 1 0.14% Maintained
2346
HS
Horan Securities
United States
$233K +$5.35K 3 0.23% Increased
2347
PWP
Private Wealth Partners
California
$233K $0 1 0.03% Maintained
2348
RCA
Ranch Capital Advisors
Florida
$233K -$110K 5 0.19% Reduced
2349
SIC
Samalin Investment Counsel
New York
$233K +$223K 1 0.21% New
2350
FEM
Fulcrum Equity Management
Texas
$232K -$245K 1 0.11% Reduced