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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
2876	AAP Ardsley Advisory Partners Stamford, Connecticut	$830K	-$226K	1	0.09%	Reduced
2877	CIAS CFS Investment Advisory Services Totowa, New Jersey	$830K	+$42.2K	2	0.06%	Increased
2878	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$829K	$0	1	0.35%	Maintained
2879	BFA Benedict Financial Advisors Atlanta, Georgia	$829K	+$182K	2	0.16%	Increased
2880	SC Stance Capital Boston, Massachusetts	$829K	-$2.31M	2	0.25%	Reduced
2881	AI Atom Investors Austin, Texas	$827K	-$3.99M	2	0.07%	Reduced
2882	RSF Rik Saylor Financial Fairfield, Ohio	$827K	+$4.08K	1	0.55%	Increased
2883	LGG Luts & Greenleigh Group Bethesda, Maryland	$826K	+$17.8K	2	0.62%	Increased
2884	MA MW Advisory Atlanta, Georgia	$825K	+$741K	2	0.33%	New
2885	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$824K	-$12.2K	1	0.23%	Reduced
2886	BFS BridgePort Financial Solutions Fairfield, Iowa	$822K	+$182K	1	0.21%	Increased
2887	SCM Stonehearth Capital Management Danvers, Massachusetts	$822K	-$224K	1	0.28%	Reduced
2888	FI Financial Insights Tacoma, Washington	$821K	-$10.2K	1	0.22%	Reduced
2889	SCA Sandy Cove Advisors Hingham, Massachusetts	$821K	+$24.3K	2	0.21%	Increased
2890	FOA Five Oceans Advisors Santa Monica, California	$820K	-$1.61K	2	0.26%	Reduced
2891	GIC Generali Investments CEE Prague, Czech Republic	$815K	-$98K	1	0.04%	Reduced
2892	JWM Jackson Wealth Management Lake Mary, Florida	$814K	-$10.1M	1	0.48%	Reduced
2893	TLCM Twin Lakes Capital Management Redwood Shores, California	$814K	$0	2	0.31%	Maintained
2894	BWM Braeburn Wealth Management Muskegon, Michigan	$812K	-$1.04M	2	0.35%	Reduced
2895	SFS Symphony Financial Services Akron, Ohio	$812K	-$13.3K	2	0.36%	Reduced
2896	PWC PYA Waltman Capital Knoxville, Tennessee	$808K	+$7.14K	1	0.19%	Increased
2897	SFG Shum Financial Group Alameda, California	$807K	+$246K	2	0.49%	Increased
2898	FSAG Financial Solutions Advisory Group Chicago, Illinois	$805K	+$204K	2	0.1%	Increased
2899	TWM Thrive Wealth Management Audubon, Pennsylvania	$804K	-$10.6K	2	0.1%	Reduced
2900	BWM BlackDiamond Wealth Management New York	$804K	+$47.3K	2	0.32%	Increased