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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
3226	THCM Taylor Hoffman Capital Management Richmond, Virginia	$546K	$0	1	0.13%	Maintained
3227	TC Trust Company Manhattan, Kansas	$546K	+$19.4K	3	0.05%	Increased
3228	FAN Financial Advisors Network Tustin, California	$545K	-$403	1	0.07%	Reduced
3229	EWA Eagle Wealth Advisors Westport, Connecticut	$545K	-$110K	1	0.42%	Reduced
3230	PDM Penn Davis McFarland Dallas, Texas	$545K	+$249K	2	0.05%	Increased
3231	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$543K	+$489K	2	0.03%	New
3232	CA COFG Advisors Oak Brook, Illinois	$543K	+$160K	2	0.09%	Increased
3233	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$543K	+$202K	2	0.1%	Increased
3234	TWD True Wealth Design Akron, Ohio	$542K	+$6.95K	5	0.13%	Increased
3235	CMI Clare Market Investments Dallas, Texas	$541K	+$512K	1	0.1%	New
3236	SFG Sather Financial Group Victoria, Texas	$539K	+$137K	1	0.03%	Increased
3237	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$539K	-$574K	2	0.02%	Reduced
3238	RWM RMG Wealth Management Platteville, Wisconsin	$538K	+$4.94K	2	0.06%	Increased
3239	FWP Flatrock Wealth Partners Newport Beach, California	$537K	+$40.8K	1	0.21%	Increased
3240	CIM Capital Investment Management Lees Summit, Missouri	$536K	-$108K	1	0.16%	Reduced
3241	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$536K	+$6.12K	1	0.16%	Increased
3242	WAM Weatherly Asset Management Del Mar, California	$535K	+$223K	2	0.04%	Increased
3243	AWG Altus Wealth Group Colorado Springs, Colorado	$535K	+$220K	2	0.19%	Increased
3244	MAG Mayfair Advisory Group Birmingham, Alabama	$534K	+$82.7K	1	0.16%	Increased
3245	RFA ROI Financial Advisors Beaverton, Oregon	$533K	+$95.4K	1	0.28%	Increased
3246	BMCM Burns Matteson Capital Management Corning, New York	$531K	-$192K	1	0.17%	Reduced
3247	OWP ORG Wealth Partners Dallas, Texas	$529K	+$202K	3	0.08%	Increased
3248	NCM Novare Capital Management Charlotte, North Carolina	$528K	+$215K	2	0.04%	Increased
3249	WTFG Wood Tarver Financial Group Boise, Idaho	$527K	+$5.1K	2	0.12%	Increased
3250	CWA Centerline Wealth Advisors Louisville, Kentucky	$526K	$0	1	0.16%	Maintained