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Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2501	IDA Intelligence Driven Advisers Carlsbad, California	$1.25M	+$21.4K	1	0.2%	Increased
2502	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$1.25M	-$40.7K	1	0.18%	Reduced
2503	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.25M	+$547K	3	0.03%	Increased
2504	FA Fagan Associates Troy, New York	$1.25M	-$100K	1	0.15%	Reduced
2505	HIA HTG Investment Advisors New Canaan, Connecticut	$1.25M	+$92.9K	1	0.32%	Increased
2506	1CP 17 Capital Partners Pheonix, Arizona	$1.25M	+$119K	1	0.56%	Increased
2507	UWM Urban Wealth Management El Segundo, California	$1.24M	+$1.08M	1	1.08%	New
2508	FIB First Interstate Bank Billings, Montana	$1.24M	$0	2	0.06%	Maintained
2509	BGAI Bruce G. Allen Investments Denver, Colorado	$1.24M	-$53.6K	2	0.79%	Reduced
2510	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$1.24M	+$15.3K	1	0.09%	Increased
2511	WFI West Family Investments Carlsbad, California	$1.24M	+$33.9K	2	0.36%	Increased
2512	HA HFG Advisors Cincinatti, Ohio	$1.24M	-$67.4K	1	0.77%	Reduced
2513	BWM BCS Wealth Management Johnson City, Tennessee	$1.24M	+$80.8K	2	0.22%	Increased
2514	CBT Central Bank & Trust Lexington, Kentucky	$1.24M	+$335K	2	0.18%	Increased
2515	LFS Legacy Financial Strategies Overland Park, Kansas	$1.24M	+$102K	2	0.19%	Increased
2516	LWM Lakeridge Wealth Management Mentor, Ohio	$1.24M	+$9.32K	2	0.45%	Increased
2517	SFC Swisher Financial Concepts Westerville, Ohio	$1.24M	-$307K	1	0.78%	Reduced
2518	CCA Cypress Capital Advisors Franklin, Tennessee	$1.24M	-$62.5K	1	0.51%	Reduced
2519	HCM HMS Capital Management Nashville, Tennessee	$1.23M	+$204K	2	0.46%	Increased
2520	PCA Prosperity Capital Advisors Westlake, Ohio	$1.23M	-$49.4K	2	0.06%	Reduced
2521	HCS Himension Capital (Singapore) Singapore	$1.23M	-$223K	1	0.08%	Reduced
2522	SAI Systematic Alpha Investments Princeton, New Jersey	$1.23M	+$1.07M	1	0.03%	New
2523	SCM SKBA Capital Management San Francisco, California	$1.23M	-$578K	1	0.2%	Reduced
2524	YP YANKCOM Partnership Yankton, South Dakota	$1.23M	+$51.6K	2	0.44%	Increased
2525	TSW Three Seasons Wealth Salt Lake City, Utah	$1.23M	+$405K	2	0.11%	Increased