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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
2801	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$898K	-$269K	2	0.13%	Reduced
2802	CBB Citizens Business Bank Ontario, California	$897K	+$3.63K	1	0.14%	Increased
2803	TWP Tyche Wealth Partners Plano, Texas	$896K	+$81.7K	1	0.13%	Increased
2804	RFN RDA Financial Network Akron, Iowa	$894K	+$37.8K	1	0.19%	Increased
2805	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$892K	+$10.2K	2	0.04%	Increased
2806	CFS CRA Financial Services Northfield, New Jersey	$892K	+$201K	2	0.1%	Increased
2807	WAG Winthrop Advisory Group Boston, Massachusetts	$891K	+$207K	2	0.06%	Increased
2808	CWMA Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$890K	+$792K	2	0.41%	New
2809	FF Foronjy Financial Santa Barbara, California	$889K	-$205K	1	0.33%	Reduced
2810	TW Traveka Wealth Los Altos, California	$888K	+$226K	2	0.3%	Increased
2811	BC Barrett & Company Providence, Rhode Island	$884K	+$88.4K	3	0.25%	Increased
2812	FWP Firethorn Wealth Partners Augusta, Georgia	$884K	+$3.68K	2	0.29%	Increased
2813	EW Enzi Wealth Austin, Texas	$883K	$0	1	0.28%	Maintained
2814	QL Quarry LP New York	$882K	+$239K	6	0.07%	Increased
2815	FIA FNY Investment Advisers New York	$881K	+$539K	2	0.32%	Increased
2816	RA Range Advisory Mclean, Virginia	$879K	+$155K	1	0.1%	Increased
2817	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$878K	+$50K	1	0.08%	Increased
2818	MGAM McGowan Group Asset Management Dallas, Texas	$877K	-$271	2	0.11%	Reduced
2819	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$877K	+$221K	2	0.08%	Increased
2820	National Philanthropic Trust Jenkintown, Pennsylvania	$876K	+$231K	2	0.01%	Increased
2821	AAM Aureus Asset Management Boston, Massachusetts	$875K	-$107K	1	0.05%	Reduced
2822	AHB Abner Herrman & Brock Jersey City, New Jersey	$874K	+$807	1	0.08%	Increased
2823	GC GatePass Capital Independence, Ohio	$874K	-$96.5K	2	0.33%	Reduced
2824	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$873K	+$267K	3	0.24%	Increased
2825	BCM Blume Capital Management Berkeley, California	$873K	-$5.1K	1	0.13%	Reduced