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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
2426
LJAC
L.J. Altfest & Co
New York
$881K $0 1 0.09% Maintained
2427
MM
Meridian Management
Arkansas
$880K $0 1 0.2% Maintained
2428
PBK
Peoples Bank (Kansas)
Kansas
$878K -$11.2K 1 0.85% Reduced
2429
MCM
Morton Capital Management
California
$877K -$466K 2 0.12% Reduced
2430
WIA
Wetzel Investment Advisors
Indiana
$875K -$130K 2 0.3% Reduced
2431
TC
Trilogy Capital
California
$875K -$199K 2 0.03% Reduced
2432
PT
Plimoth Trust
Massachusetts
$875K -$10K 1 0.17% Reduced
2433
LWP
LeClair Wealth Partners
Ohio
$874K +$832K 1 0.45% New
2434
ACP
Argyle Capital Partners
California
$872K $0 1 0.55% Maintained
2435
CP
Clarendon Private
Massachusetts
$867K +$51K 1 0.56% Increased
2436
AIM
Alhambra Investment Management
Florida
$867K +$183K 2 0.38% Increased
2437
LFS
Lighthouse Financial Services
California
$863K -$491K 2 0.18% Reduced
2438
RT
Rockland Trust
Massachusetts
$861K -$29.7M 2 0.03% Reduced
2439
ABLA
Alan B. Lancz & Associates
Ohio
$860K -$857K 1 0.75% Reduced
2440
Alesco Advisors
Alesco Advisors
New York
$860K +$1.4K 1 0.02% Increased
2441
RB
Renasant Bank
Mississippi
$858K -$565K 2 0.55% Reduced
2442
YIM
Yoffe Investment Management
Pennsylvania
$858K -$855K 1 0.98% Reduced
2443
PIM
Pullen Investment Management
Florida
$858K -$838K 1 0.4% Reduced
2444
BIA
Bell Investment Advisors
California
$855K -$30.4K 10 0.13% Reduced
2445
PG
Proffitt & Goodson
Tennessee
$852K +$50.5K 2 0.12% Increased
2446
IIC
Integrated Investment Consultants
Michigan
$850K -$234K 2 0.17% Reduced
2447
TWP
Tempus Wealth Planning
California
$850K -$262K 1 0.17% Reduced
2448
EMB
Elefante Mark B
$849K -$2.62M 2 0.37% Reduced
2449
APWA
Atlas Private Wealth Advisors
New Jersey
$848K -$149K 1 0.19% Reduced
2450
LA
Legacy Advisors
Pennsylvania
$845K +$140K 2 0.08% Increased