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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
2726	AIA Affinity Investment Advisors Newport Beach, California	$973K	+$894K	1	0.49%	New
2727	PWM Peterson Wealth Management Sparks, Nevada	$971K	+$251K	2	0.45%	Increased
2728	MWA Midland Wealth Advisors Effingham, Illinois	$969K	-$20.6K	2	0.05%	Reduced
2729	CA Calton & Associates Tampa, Florida	$969K	-$285K	1	0.14%	Reduced
2730	LI Lafayette Investments Ashton, Maryland	$967K	-$24.6K	1	0.18%	Reduced
2731	CWA Crux Wealth Advisors Long Beach, California	$966K	+$807	1	0.34%	Increased
2732	FI Fosun International Hong Kong, China	$966K	+$888K	1	0.22%	New
2733	QFA Quantum Financial Advisors El Segundo, California	$964K	-$25K	3	0.1%	Reduced
2734	SI Stirlingshire Investments New York	$963K	+$71K	2	0.71%	Increased
2735	KRW Kaufman Rossin Wealth Miami, Florida	$963K	-$377K	1	0.46%	Reduced
2736	IP Isthmus Partners Madison, Wisconsin	$962K	+$208K	2	0.09%	Increased
2737	RA Rise Advisors Rochester, New York	$961K	+$34.9K	2	0.27%	Increased
2738	GRR Golden Reserve Retirement Dublin, Ohio	$961K	+$876K	2	0.15%	New
2739	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$961K	+$96.7K	3	0.46%	Increased
2740	LWM LeConte Wealth Management Maryville, Tennessee	$960K	+$257K	2	0.52%	Increased
2741	HCWM Hidden Cove Wealth Management Bainbridge Island, Washington	$960K	+$66.3K	2	0.53%	Increased
2742	MC Miramontes Capital Newport, California	$960K	+$40.8K	1	0.3%	Increased
2743	BLC Blue Line Capital Chicago, Illinois	$959K	+$907K	2	0.8%	New
2744	ACM AUA Capital Management Camp Hill, Pennsylvania	$959K	$0	1	0.44%	Maintained
2745	RB Renasant Bank Tupelo, Mississippi	$958K	+$639K	1	0.62%	Increased
2746	CIS Custom Index Systems New York	$957K	+$151K	2	0.34%	Increased
2747	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$956K	+$232K	3	0.25%	Increased
2748	FFO Fiduciary Family Office Boca Raton, Florida	$955K	-$29.5K	2	0.24%	Reduced
2749	MAMU Myriad Asset Management US West Palm Beach, Florida	$954K	+$263K	2	1.32%	Increased
2750	BWM Birchcreek Wealth Management Miami Township, Ohio	$952K	+$431K	1	0.37%	Increased