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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
2401
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$202K +$193K 1 0.07% New
2402
BIA
Bigelow Investment Advisors
Maine
$201K +$186K 1 0.12% New
2403
LWM
Liberty Wealth Management
California
$201K -$1.62K 4 0.12% Reduced
2404
SIM
Sadoff Investment Management
Wisconsin
$201K +$192K 1 0.02% New
2405
SDAM
Shulman DeMeo Asset Management
New York
$201K +$192K 1 0.07% New
2406
Confluence Investment Management
Confluence Investment Management
Missouri
$200K +$192K 1 0% New
2407
LA
LVW Advisors
New York
$200K -$59.7K 1 0.04% Reduced
2408
PBO
Peoples Bank (Ohio)
Ohio
$200K +$192K 1 0.14% New
2409
SIC
Shoker Investment Counsel
Ohio
$200K +$192K 1 0.13% New
2410
SFPG
Stonebridge Financial Planning Group
Florida
$200K -$28K 2 0.14% Reduced
2411
HFRG
Houlihan Financial Resource Group
Virginia
$197K +$155K 2 0.11% New
2412
RIM
Rockbridge Investment Management
New York
$193K +$16.1K 4 0.05% Increased
2413
Arax Advisory Partners
Arax Advisory Partners
Colorado
$192K -$23.8K 4 0.03% Reduced
2414
SRSA
S.R. Schill & Associates
Washington
$191K +$165K 1 0.1% New
2415
HCM
Highlander Capital Management
New Jersey
$190K $0 2 0.12% Maintained
2416
Advisory Alpha
Advisory Alpha
Michigan
$189K +$174K 3 0.04% New
2417
CA
Centerpoint Advisors
Massachusetts
$186K -$6.24K 2 0.14% Reduced
2418
BL
Bleichroeder LP
New York
$183K $0 1 0.03% Maintained
2419
MHR
Matthew Hamilton Rosenberg
$183K $0 3 0.13% Maintained
2420
SAM
S.A. Mason
Michigan
$181K -$19K 1 0.17% Reduced
2421
PAM
Paradigm Asset Management
New York
$180K -$28.3K 1 0.06% Reduced
2422
TF
TimeScale Financial
Massachusetts
$172K -$22.3K 4 0.05% Reduced
2423
EPM
Equitec Proprietary Markets
Illinois
$171K +$158K 1 0.13% New
2424
TFM
TFC Financial Management
Massachusetts
$167K +$157K 3 0.08% New
2425
AIM
Alambic Investment Management
California
$164K -$470K 1 1.8% Reduced