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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
2751	OF Optimize Financial Laguna Hills, California	$951K	-$2.23K	2	0.34%	Reduced
2752	SCS Sound Capital Solutions Naples, Florida	$951K	+$859K	2	0.22%	New
2753	FPCP Fort Point Capital Partners San Francisco, California	$950K	+$137K	1	0.07%	Increased
2754	Caption Management Oklahoma City, Oklahoma	$950K	+$776K	1	0%	New
2755	MFS McNamara Financial Services Marshfield, Massachusetts	$948K	$0	1	0.16%	Maintained
2756	HVIA Hudson Valley Investment Advisors Goshen, New York	$948K	-$2.04K	1	0.12%	Reduced
2757	LAS LWM Advisory Services Plantation, Florida	$947K	+$11.6K	2	1.69%	Increased
2758	JWWM Johnson & White Wealth Management York, Pennsylvania	$947K	+$6.12K	1	0.35%	Increased
2759	EIA Eldridge Investment Advisors Manchester, New Hampshire	$944K	$0	2	0.19%	Maintained
2760	CIA Caerus Investment Advisors West Lake Hills, Texas	$942K	+$15.3K	1	0.31%	Increased
2761	SL Salomon & Ludwin Richmond, Virginia	$940K	+$8.43K	6	0.08%	Increased
2762	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$938K	+$233K	2	0.18%	Increased
2763	KA Kozak & Associates Highlands Ranch, Colorado	$938K	-$33.7K	2	0.16%	Reduced
2764	DCM Dimension Capital Management Coral Gables, Florida	$937K	+$6.05K	1	0.11%	Increased
2765	E Evansbrook Bolingbrook, Illinois	$937K	+$10.1K	1	0.56%	Increased
2766	SIA Strategic Investment Advisors Farmington Hills, Michigan	$936K	+$326K	2	0.06%	Increased
2767	MWM Maridea Wealth Management Brooklyn, New York	$936K	-$1.06M	2	0.1%	Reduced
2768	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$935K	+$20.6K	1	0.42%	Increased
2769	IVP Intrinsic Value Partners Phoenix, Arizona	$934K	-$134K	1	0.64%	Reduced
2770	PCS Private Client Services Louisville, Kentucky	$933K	+$439K	2	0.24%	Increased
2771	AAS AdviceOne Advisory Services Glastonbury, Connecticut	$933K	+$5.1K	1	0.53%	Increased
2772	LDB Lee, Danner & Bass Nashville, Tennessee	$932K	+$1.02K	1	0.05%	Increased
2773	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$930K	+$855K	1	0.05%	New
2774	CA Crewe Advisors Salt Lake City, Utah	$930K	+$91.6K	3	0.07%	Increased
2775	MAM MMA Asset Management Conshohocken, Pennsylvania	$929K	$0	1	0.3%	Maintained