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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
2851	DF Dent & Co Baltimore, Maryland	$855K	+$199K	2	0.02%	Increased
2852	KA KDT Advisors New York	$854K	+$12.2K	1	1.18%	Increased
2853	IRP Investment Research Partners Lemont, Pennsylvania	$853K	+$276K	3	0.29%	Increased
2854	9C 9823 Capital Dallas, Texas	$853K	+$783K	2	0.58%	New
2855	JC Jacobs & Co San Francisco, California	$853K	+$3.12K	1	0.07%	Increased
2856	DAC Dividend Assets Capital Ridgeland, South Carolina	$852K	-$1.02K	2	0.16%	Reduced
2857	TVPW Third View Private Wealth Westport, Connecticut	$851K	+$739K	1	0.1%	New
2858	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$850K	+$216K	2	0.13%	Increased
2859	FCM Fieldview Capital Management Niles, Michigan	$850K	+$117K	2	0.24%	Increased
2860	TCWM Total Clarity Wealth Management St. Charles, Illinois	$848K	$0	1	0.16%	Maintained
2861	FAT First American Trust Santa Ana, California	$847K	-$42.9K	1	0.05%	Reduced
2862	SFS Sharp Financial Services Horsham, Pennsylvania	$845K	+$20.6K	1	0.39%	Increased
2863	RMC Resources Management Corp West Hartford, Connecticut	$845K	-$5.1K	2	0.11%	Reduced
2864	FC Financial Council Towson, Maryland	$845K	$0	2	0.27%	Maintained
2865	SAM Sompo Asset Management Tokyo, Japan	$844K	-$214K	1	0.14%	Reduced
2866	BCM Boltwood Capital Management Walnut Creek, California	$842K	+$16.4K	2	0.19%	Increased
2867	MCC Malaga Cove Capital Pv Estates, California	$841K	+$397K	1	0.27%	Increased
2868	CWP Clark Wealth Partners O'fallon, Illinois	$840K	-$22.6K	2	0.47%	Reduced
2869	AF Apollon Financial Mount Pleasant, South Carolina	$840K	+$183K	1	0.1%	Increased
2870	FA Fermata Advisors Sonoma, California	$840K	+$93.6K	2	0.17%	Increased
2871	NWA New World Advisors Hingham, Massachusetts	$838K	+$141K	2	0.14%	Increased
2872	MA Mosaic Advisors Houston, Texas	$838K	$0	1	1.12%	Maintained
2873	AGC Aspen Grove Capital Avon, Colorado	$837K	$0	2	0.12%	Maintained
2874	GK Graney & King Latham, New York	$837K	-$3.06K	1	0.3%	Reduced
2875	SIC Shoker Investment Counsel Oxford, Ohio	$835K	+$267K	2	0.21%	Increased