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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
3701	2WWM 21 West Wealth Management Tustin, California	$303K	$0	1	0.26%	Maintained
3702	AWM Athena Wealth Management Reno, Nevada	$302K	+$286K	1	0.22%	New
3703	APC Aspire Private Capital Cornelius, North Carolina	$302K	-$11.2K	1	0.06%	Reduced
3704	HC Hamilton Capital Columbus, Ohio	$302K	+$2.04K	1	0.01%	Increased
3705	CFG CKW Financial Group Honolulu, Hawaii	$301K	+$7.74K	2	0.03%	Increased
3706	VC VarCov Co Darien, Connecticut	$301K	+$285K	1	0.11%	New
3707	SP Saranac Partners London,	$300K	+$284K	1	0.09%	New
3708	EMCIP Ewing Morris & Co Investment Partners Toronto, Ontario, Canada	$300K	-$15.3K	1	0.16%	Reduced
3709	VPW Vaquero Private Wealth Dallas, Texas	$299K	+$277K	2	0.06%	New
3710	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$299K	$0	1	0.01%	Maintained
3711	BW Balance Wealth Delaware, Ohio	$299K	+$259K	1	0.08%	New
3712	AFO Arrowroot Family Office Marina Del Rey, California	$298K	+$11.2K	1	0.09%	Increased
3713	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$298K	$0	2	0.09%	Maintained
3714	SRM Shelter Rock Management Jericho, New York	$298K	$0	1	0.29%	Maintained
3715	MWM Mittelman Wealth Management Andover, Massachusetts	$297K	-$171K	1	0.2%	Reduced
3716	GS GWN Securities Palm Beach Gardens, Florida	$297K	+$14.3K	1	0.05%	Increased
3717	CWA CM Wealth Advisors Beachwood, Ohio	$296K	$0	1	0.05%	Maintained
3718	IF IRON Financial Northbrook, Illinois	$296K	+$257K	1	0.12%	New
3719	JJBC James J. Burns & Company Melville, New York	$296K	-$30.6K	1	0.03%	Reduced
3720	CFG Cosner Financial Group Windsor, Colorado	$296K	-$40.8K	1	0.15%	Reduced
3721	SS STG Securities New York	$296K	+$257K	1	0.02%	New
3722	PS Pinney & Scofield Cambridge, Massachusetts	$296K	+$31.6K	2	0.14%	Increased
3723	CPWL Coquina Private Wealth LLC Port Charlotte, Florida	$296K	-$220K	1	0.2%	Reduced
3724	DI Disciplined Investments Tulsa, Oklahoma	$295K	+$3.06K	1	0.1%	Increased
3725	AFM Abbot Financial Management Andover, Massachusetts	$295K	$0	1	0.1%	Maintained