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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
3401	BG Bollard Group Boston, Massachusetts	$13K	$0	1	0%	Maintained
3402	AWM Accredited Wealth Management Louisville, Kentucky	$13K	+$177K	2	0.01%	Increased
3403	GCS Gordian Capital (Singapore) Singapore	$12.9K	-$412K	1	0.02%	Reduced
3404	AWA American Wealth Advisors Johns Creek, Georgia	$12.5K	+$12K	1	0.01%	New
3405	SHM Sagard Holdings Management Toronto, Ontario, Canada	$12.3K	$0	1	0.06%	Maintained
3406	FVIM Fort Vancouver Investment Management Vancouver, Washington	$11.1K	$0	1	0.01%	Maintained
3407	MAS MPWM Advisory Solutions Alpharetta, Georgia	$10.6K	$0	2	0.01%	Maintained
3408	RL Rogco LP Claremore, Oklahoma	$10.1K	$0	1	0%	Maintained
3409	KPP Kings Path Partners Sugar Land, Texas	$9.84K	$0	1	0%	Maintained
3410	PS PayPay Securities Tokyo, Japan	$9.51K	+$6.3K	2	0.34%	Increased
3411	FG Fairman Group Chesterbrook, Pennsylvania	$9.46K	$0	2	0.01%	Maintained
3412	NOI Newton One Investments Newark, Delaware	$9.24K	$0	1	0%	Maintained
3413	AIA Arcadia Investment Advisors Eagle, Idaho	$9.22K	$0	1	0%	Maintained
3414	BC Bulwark Capital Fernandina Beach, Florida	$9.22K	$0	1	0.01%	Maintained
3415	IWM Inlight Wealth Management Atlanta, Georgia	$9.22K	$0	1	0%	Maintained
3416	NCM Northwest Capital Management Lake Oswego, Oregon	$9.22K	$0	1	0.01%	Maintained
3417	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$8.98K	-$32.8K	1	0.01%	Reduced
3418	Hillsdale Investment Management Toronto, Ontario, Canada	$8.91K	-$11M	1	0%	Reduced
3419	LIM Longfellow Investment Management Boston, Massachusetts	$8.61K	+$2.55K	1	0%	Increased
3420	UIA Ulland Investment Advisors Minneapolis, Minnesota	$8K	+$4.95K	2	0.01%	Increased
3421	GWS Greykasell Wealth Strategies Danville, California	$7.49K	$0	1	0%	Maintained
3422	SWP SIMA Wealth Partners North Chesterfield, Virginia	$6.76K	+$6.66K	1	0.01%	New
3423	SA Seneschal Advisors Tacoma, Washington	$6.55K	+$6.42K	2	0%	New
3424	DWA Delos Wealth Advisors Dallas, Texas	$6.42K	+$4.85K	2	0%	Increased
3425	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$6.36K	$0	1	0%	Maintained