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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
3276	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$509K	+$176K	2	0.4%	Increased
3277	SP Successful Portfolios Clearwater, Florida	$508K	-$14.3K	1	0.24%	Reduced
3278	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$508K	-$76.4K	4	0.06%	Reduced
3279	CNB Camden National Bank Camden, Maine	$506K	+$440K	1	0.07%	New
3280	SFG Sunburst Financial Group Vestavia Hills, Alabama	$505K	+$456K	2	0.08%	New
3281	EGA E&G Advisors Houston, Texas	$505K	+$32.7K	1	0.1%	Increased
3282	BG Bollard Group Boston, Massachusetts	$505K	+$27.8K	2	0.02%	Increased
3283	EA Emerald Advisors Bellevue, Washington	$505K	+$215K	2	0.06%	Increased
3284	PIA Pinion Investment Advisors Wichita, Kansas	$504K	+$438K	1	0.1%	New
3285	NF Nvest Financial Portsmouth, New Hampshire	$503K	+$2.04K	1	0.16%	Increased
3286	FF Foundry Financial Pasadena, California	$503K	+$437K	1	0.17%	New
3287	AAMG AMG Asset Management Group Cartersville, Georgia	$503K	-$23.5K	1	0.31%	Reduced
3288	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$503K	$0	1	0.13%	Maintained
3289	B Bayban Bayport, Minnesota	$502K	+$4.08K	2	0.39%	Increased
3290	GCP Gill Capital Partners Denver, Colorado	$502K	+$26.4K	3	0.13%	Increased
3291	KWIA Kinetic Wealth Investment Advisors Westlake, Ohio	$502K	+$436K	1	0.24%	New
3292	FF Formulate Financial Boca Raton, Florida	$501K	-$465K	1	0.53%	Reduced
3293	LC Lincoln Capital Lincoln, Nebraska	$501K	+$5.24K	1	0.09%	Increased
3294	OCG Opus Capital Group Cincinnati, Ohio	$500K	+$453K	2	0.05%	New
3295	SSWM Strait & Sound Wealth Management San Francisco, California	$500K	$0	1	0.18%	Maintained
3296	LSWP Liberty Square Wealth Partners Bethlehem, Pennsylvania	$499K	$0	1	0.12%	Maintained
3297	AIC Archer Investment Corporation Carmel, Indiana	$496K	+$54.6K	4	0.09%	Increased
3298	STA Smith Thornton Advisors Huntsville, Alabama	$496K	+$490K	2	0.22%	New
3299	BCFD Boit C.F. David	$495K	$0	1	0.21%	Maintained
3300	CL COWA LLC Tulsa, Oklahoma	$495K	$0	1	0.12%	Maintained