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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
3501	EWM Endowment Wealth Management Appleton, Wisconsin	$387K	-$4.44K	1	0.15%	Reduced
3502	HFS Horizon Financial Services Winston Salem, North Carolina	$387K	+$136K	3	0.15%	Increased
3503	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$386K	-$4.03K	1	0.22%	Reduced
3504	JBA Johnson Bixby & Associates Vancouver, Washington	$385K	+$3.06K	1	0.04%	Increased
3505	FL FreeGulliver LLC New Orleans, Louisiana	$385K	-$24.5K	1	0.14%	Reduced
3506	NWA Navis Wealth Advisors Rye Brook, New York	$385K	+$11.2K	1	0.15%	Increased
3507	PWG Private Wealth Group Tampa, Florida	$385K	+$335K	1	0.15%	New
3508	PA Probity Advisors Dallas, Texas	$385K	-$19.4K	1	0.06%	Reduced
3509	SIM SSI Investment Management Los Angeles, California	$385K	$0	1	0.02%	Maintained
3510	ES ETF Store Overland Park, Kansas	$385K	+$334K	1	0.32%	New
3511	RCM Ridgepath Capital Management Knoxville, Tennessee	$385K	$0	1	0.17%	Maintained
3512	OC Optima Capital Beaverton, Oregon	$384K	+$1.02K	1	0.15%	Increased
3513	CFG Certior Financial Group King Of Prussia, Pennsylvania	$384K	$0	1	0.21%	Maintained
3514	AAA Andrews Advisory Associates Honolulu, Hawaii	$384K	$0	1	0.18%	Maintained
3515	HCM Hall Capital Management Barrington, Rhode Island	$384K	$0	1	0.12%	Maintained
3516	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$384K	$0	1	0.13%	Maintained
3517	LGW Leslie Global Wealth Itasca, Illinois	$383K	+$15.3K	1	0.15%	Increased
3518	JF Joule Financial Lexington, Kentucky	$382K	-$14.9K	1	0.1%	Reduced
3519	LWM Lighthouse Wealth Management Ashland, Ohio	$382K	$0	1	0.24%	Maintained
3520	PCP Panoramic Capital Partners Lake Oswego, Oregon	$381K	-$113K	1	0.18%	Reduced
3521	SMH Sanders Morris Harris Houston, Texas	$381K	-$2.38M	1	0.22%	Reduced
3522	BIA Beacon Investment Advisors Gaithersburg, Maryland	$379K	-$2.82K	1	0.12%	Reduced
3523	Balentine LLC Atlanta, Georgia	$377K	-$22.6K	1	0.01%	Reduced
3524	SSW Stone Summit Wealth Miami, Florida	$377K	-$36.3K	1	0.1%	Reduced
3525	NCM Nelson Capital Management Menlo Park, California	$377K	+$357K	1	0.04%	New