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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
3676	AFO Arrowroot Family Office Marina Del Rey, California	$212K	+$190K	1	0.07%	New
3677	CCM Ciovacco Capital Management Atlanta, Georgia	$212K	+$190K	1	0.12%	New
3678	AWA A4 Wealth Advisors Huntersville, North Carolina	$212K	-$160K	1	0.17%	Reduced
3679	RWM Refined Wealth Management Salt Lake City, Utah	$211K	-$18.1K	1	0.13%	Reduced
3680	KPWG KFA Private Wealth Group Tysons, Virginia	$211K	+$188K	1	0.05%	New
3681	SCA Stokes Capital Advisors Greenwood, South Carolina	$210K	-$65.5K	1	0.05%	Reduced
3682	FFA Frazier Financial Advisors Columbus, Ohio	$210K	+$24.4K	3	0.12%	Increased
3683	HBFP Henderson Brothers Financial Partners Pittsburgh, Pennsylvania	$209K	+$187K	1	0.05%	New
3684	Penn Davis McFarland Dallas, Texas	$209K	+$187K	1	0.02%	New
3685	Washington Trust Bank Spokane, Washington	$209K	+$187K	1	0.02%	New
3686	GWN Securities Palm Beach Gardens, Florida	$209K	+$186K	1	0.04%	New
3687	BAS Breakthru Advisory Services Muskego, Wisconsin	$209K	+$208K	1	0.34%	New
3688	VW Vance Wealth Santa Clarita, California	$209K	+$208K	1	0.06%	New
3689	EWM EPG Wealth Management Atlanta, Georgia	$209K	+$186K	1	0.06%	New
3690	MWA MN Wealth Advisors Overland Park, Kansas	$209K	-$36.3K	1	0.1%	Reduced
3691	FFG Fortress Financial Group Rochester, Minnesota	$207K	-$266K	1	0.15%	Reduced
3692	Conservest Capital Advisors Wynnewood, Pennsylvania	$207K	+$206K	1	0.02%	New
3693	BFG Beto Financial Group Boise, Idaho	$207K	-$74.1K	1	0.12%	Reduced
3694	EWM Elevatus Welath Management Victor, New York	$207K	+$185K	1	0.11%	New
3695	WP Wealthspan Partners Davenport, Iowa	$207K	+$185K	1	0.07%	New
3696	JDLA J. Derek Lewis & Associates Newport Beach, California	$207K	+$185K	1	0.05%	New
3697	Emerald Advisors Bellevue, Washington	$207K	+$185K	1	0.03%	New
3698	Family Investment Center Saint Joseph, Missouri	$207K	-$106K	1	0.04%	Reduced
3699	Hemenway Trust Hemenway Trust Salem, New Hampshire	$207K	+$185K	1	0.02%	New
3700	IG Ithaka Group Arlington, Virginia	$207K	+$185K	1	0.04%	New