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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
2701	IIL Income Insurance Ltd Singapore,	$1.01M	+$40.8K	1	0.6%	Increased
2702	HNB Hilltop National Bank Casper, Wyoming	$1.01M	+$127K	3	0.21%	Increased
2703	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$1M	-$51.9K	2	0.13%	Reduced
2704	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$1M	-$59.3K	1	0.57%	Reduced
2705	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$1M	+$39.8K	1	0.19%	Increased
2706	MHR Matthew Hamilton Rosenberg	$1M	+$14.6K	2	0.19%	Increased
2707	WPA West Paces Advisors Atlanta, Georgia	$1M	+$75.9K	4	0.17%	Increased
2708	CWM Cahaba Wealth Management Atlanta, Georgia	$998K	+$43.1K	2	0.06%	Increased
2709	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$997K	+$172K	1	0.26%	Increased
2710	SWA Shah Wealth Advisors Chino Hills, California	$995K	+$865K	1	0.23%	New
2711	MEAC M.E. Allison & Co San Antonio, Texas	$994K	$0	1	0.57%	Maintained
2712	FPB First PREMIER Bank Sioux Falls, South Dakota	$992K	-$4.46K	2	0.16%	Reduced
2713	AW Alchemi Wealth Essex, Connecticut	$990K	+$110K	1	0.46%	Increased
2714	TAM Titleist Asset Management San Antonio, Texas	$988K	-$232K	2	0.07%	Reduced
2715	LW Linscomb Wealth Houston, Texas	$987K	-$91K	3	0.04%	Reduced
2716	Maven Securities St Helier, Jersey	$986K	-$11.8M	1	0.02%	Reduced
2717	CYG Clean Yield Group Norwich, Vermont	$985K	$0	2	0.24%	Maintained
2718	GIA GHP Investment Advisors Denver, Colorado	$985K	+$213K	4	0.04%	Increased
2719	SIA Spectrum Investment Advisors Mequon, Wisconsin	$983K	+$418K	2	0.4%	Increased
2720	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$983K	+$109K	2	0.08%	Increased
2721	SFM Systematic Financial Management Teaneck, New Jersey	$983K	-$287K	1	0.02%	Reduced
2722	PWS Pursuit Wealth Strategies Raleigh, North Carolina	$983K	-$64.1K	1	1.28%	Reduced
2723	5NPW 55 North Private Wealth Winter Park, Florida	$981K	+$157K	2	0.19%	Increased
2724	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$979K	+$120K	1	0.11%	Increased
2725	RIM RW Investment Management Eagle, Idaho	$976K	$0	1	0.09%	Maintained