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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
2451
BI
Bolthouse Investments
California
$845K -$139K 3 0.68% Reduced
2452
MA
MJP Associates
Connecticut
$845K -$90.5K 2 0.09% Reduced
2453
OFO
OneAscent Family Office
Alabama
$843K +$35.5K 2 0.43% Increased
2454
BBNB
Baker Boyer National Bank
Washington
$841K -$319K 3 0.23% Reduced
2455
CWP
Core Wealth Partners
California
$840K +$392 1 0.36% Increased
2456
PWP
Phillips Wealth Planners
Mississippi
$840K +$204K 2 0.62% Increased
2457
AWMM
Aegis Wealth Management (Maryland)
Maryland
$839K +$836K 1 0.39% New
2458
Klingman & Associates
Klingman & Associates
New York
$836K -$84.3K 3 0.04% Reduced
2459
FBC
Fairfield, Bush & Co
Connecticut
$833K -$732K 1 0.41% Reduced
2460
TW
TritonPoint Wealth
Maryland
$833K -$889K 3 0.08% Reduced
2461
CSC
Caldwell Sutter Capital
California
$831K -$618K 5 0.31% Reduced
2462
AP
Anchyra Partners
Georgia
$829K -$411K 2 0.2% Reduced
2463
FIA
FNY Investment Advisers
New York
$824K +$266K 4 0.3% Increased
2464
PSCM
Per Stirling Capital Management
Texas
$819K -$672K 1 0.08% Reduced
2465
DSC
Duncker Streett & Co
Missouri
$819K -$461K 4 0.14% Reduced
2466
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$819K -$4.91M 1 0.07% Reduced
2467
BFPW
BOK Financial Private Wealth
Colorado
$818K -$801K 5 0.04% Reduced
2468
HIM
Harbour Investment Management
Washington
$817K -$203K 1 0.42% Reduced
2469
TC
Trust Company
Kansas
$816K -$448K 5 0.07% Reduced
2470
5NPW
55 North Private Wealth
Florida
$816K +$210K 3 0.16% Increased
2471
BTD
BankPlus Trust Department
Mississippi
$815K -$692K 4 0.19% Reduced
2472
FWP
Falcon Wealth Planning
California
$812K +$267K 2 0.05% Increased
2473
FCM
Fourpath Capital Management
Oklahoma
$810K -$360K 2 0.11% Reduced
2474
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$808K -$38K 2 0.22% Reduced
2475
OWM
Orca Wealth Management
Florida
$807K -$819K 1 0.48% Reduced