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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
3576	PCM Poehling Capital Management Madison, Wisconsin	$354K	-$3.37M	1	0.08%	Reduced
3577	CWM Concentrum Wealth Management San Jose, California	$353K	+$306K	1	0.08%	New
3578	MAG M3 Advisory Group Needham Heights, Massachusetts	$353K	+$1.02K	1	0.18%	Increased
3579	ACP Arcus Capital Partners Atlanta, Georgia	$352K	-$64.3K	1	0.15%	Reduced
3580	BAM Bosun Asset Management Chicago, Illinois	$352K	$0	1	0.18%	Maintained
3581	FF Friedenthal Financial Marlton, New Jersey	$352K	$0	1	0.16%	Maintained
3582	HA HC Advisors Sandy Springs, Georgia	$352K	$0	1	0.21%	Maintained
3583	MFG Mann Financial Group Detroit Lakes, Minnesota	$352K	-$114K	1	0.29%	Reduced
3584	FF Francis Financial	$351K	+$23.5K	1	0.06%	Increased
3585	CSI Cross Staff Investments Pittsford, New York	$349K	$0	1	0.2%	Maintained
3586	TFG Turner Financial Group Pace, Florida	$349K	+$321K	1	0.35%	New
3587	WGS Washington Growth Strategies Washington, District of Columbia	$349K	$0	1	0.19%	Maintained
3588	EIA Edgemoor Investment Advisors Bethesda, Maryland	$349K	-$13.7K	1	0.02%	Reduced
3589	CWM CCG Wealth Management San Diego, California	$348K	+$6.12K	1	0.08%	Increased
3590	PWM Power Wealth Management Alpharetta, Georgia	$348K	-$22.5K	1	0.12%	Reduced
3591	FWM Fonville Wealth Management Richmond, Virginia	$347K	+$3.06K	1	0.06%	Increased
3592	GC Gibson Capital Wexford, Pennsylvania	$346K	-$19.4K	1	0.06%	Reduced
3593	AMG Asset Management Group Stamford, Connecticut	$345K	$0	1	0.05%	Maintained
3594	LWM Laidlaw Wealth Management New York City, New York	$345K	+$300K	1	0.99%	New
3595	KWS Keystone Wealth Services Palm Desert, California	$345K	+$299K	1	0.06%	New
3596	GWM Goldenstone Wealth Management El Dorado Hills, California	$344K	+$8.16K	1	0.23%	Increased
3597	DP Denver PWM Denver, Colorado	$344K	-$17.4K	1	0.11%	Reduced
3598	ML Mayport LLC Newton, Massachusetts	$344K	+$403	1	0.05%	Increased
3599	LGA Lebenthal Global Advisors Hauppauge, New York	$343K	+$298K	1	0.05%	New
3600	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$343K	+$60.5K	2	0.06%	Increased