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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
3551	IWP Innova Wealth Partners Newtown, Pennsylvania	$364K	$0	1	0.15%	Maintained
3552	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$364K	+$66.3K	1	0.09%	Increased
3553	CSC Caldwell Sutter Capital Sausalito, California	$363K	-$48.9K	2	0.14%	Reduced
3554	TWM Tortuga Wealth Management Torrance, California	$363K	-$21.4K	1	0.28%	Reduced
3555	NFG Northbridge Financial Group Tampa, Florida	$362K	+$314K	1	0.14%	New
3556	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$362K	$0	2	0.49%	Maintained
3557	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$361K	+$71.4K	1	0.03%	Increased
3558	PVM Palogic Value Management Dallas, Texas	$360K	$0	1	0.12%	Maintained
3559	KIA Kraematon Investment Advisors Braintree, Massachusetts	$360K	$0	1	0.27%	Maintained
3560	EFG Elevated Financial Group Indianapolis, Indiana	$360K	$0	1	0.1%	Maintained
3561	LIM Letson Investment Management Atlanta, Georgia	$360K	$0	1	0.13%	Maintained
3562	AF Affiance Financial St. Louis Park, Minnesota	$360K	$0	1	0.05%	Maintained
3563	Miller Howard Investments Kingston, New York	$360K	+$312K	1	0.01%	New
3564	WF Wayfinding Financial Lynnwood, Washington	$359K	+$4.08K	1	0.14%	Increased
3565	CWA Cascade Wealth Advisors Wenatchee, Washington	$358K	$0	1	0.14%	Maintained
3566	SW SMART Wealth Omaha, Nebraska	$358K	$0	1	0.08%	Maintained
3567	MAM McLean Asset Management Tysons, Virginia	$357K	+$30.6K	1	0.05%	Increased
3568	TPW TL Private Wealth Southlake, Texas	$356K	$0	1	0.13%	Maintained
3569	WBWA William B. Walkup & Associates Columbia, South Carolina	$356K	+$4.07K	2	0.17%	Increased
3570	LOAMU Lombard Odier Asset Management (USA) New York	$355K	+$336K	1	0.05%	New
3571	FWP Falcon Wealth Planning Ontario, California	$355K	-$68.4K	1	0.02%	Reduced
3572	FCIM Fairview Capital Investment Management Greenbrae, California	$355K	+$50.4K	1	0.02%	Increased
3573	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$354K	-$85.7K	1	0.15%	Reduced
3574	AIP Avail Investment Partners Lemont, Pennsylvania	$354K	+$307K	1	0.27%	New
3575	LCM Leisure Capital Management Costa Mesa, California	$354K	$0	1	0.11%	Maintained