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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
3726	CWA Cura Wealth Advisors Chicago, Illinois	$294K	+$255K	1	0.13%	New
3727	SLT St Louis Trust Saint Louis, Missouri	$294K	+$200K	1	0.03%	New
3728	SWM Salvus Wealth Management Red Bank, New Jersey	$294K	+$255K	1	0.16%	New
3729	MFS Madrona Financial Services Everett, Washington	$293K	+$254K	1	0.05%	New
3730	BFS Burkett Financial Services Rock Hill, South Carolina	$293K	-$3.55K	2	0.09%	Reduced
3731	BRM Boston Research & Management Manchester, Massachusetts	$293K	$0	1	0.06%	Maintained
3732	JCM Jag Capital Management St Louis, Missouri	$293K	$0	1	0.03%	Maintained
3733	SCM Saxony Capital Management St. Louis, Missouri	$293K	+$254K	1	0.13%	New
3734	WTB Washington Trust Bank Spokane, Washington	$293K	+$9.19K	1	0.02%	Increased
3735	CI Ceera Investments Bellaire, Texas	$291K	$0	1	0.12%	Maintained
3736	GWM GSB Wealth Management Guilford, Connecticut	$291K	$0	1	0.06%	Maintained
3737	OBWA Oak Barrel Wealth Advisory Reston, Virginia	$291K	+$275K	1	0.13%	New
3738	HSG Helen Stephens Group Fort Worth, Texas	$290K	+$252K	1	0.05%	New
3739	LWM Latko Wealth Management Frankfort, Illinois	$290K	+$252K	1	0.12%	New
3740	UWS Unique Wealth Strategies Burr Ridge, Illinois	$290K	-$365K	1	0.11%	Reduced
3741	BI Bolthouse Investments Bakersfield, California	$290K	$0	1	0.24%	Maintained
3742	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$290K	+$252K	1	0.14%	New
3743	MSG Main Street Group Glen Allen, Virginia	$290K	-$13.7K	3	0.07%	Reduced
3744	SummitTX Capital Fort Worth, Texas	$289K	-$9.53M	1	0.01%	Reduced
3745	SWM Stronghold Wealth Management Tampa, Florida	$289K	-$8.47K	1	0.39%	Reduced
3746	CRI Commonwealth Retirement Investments Richmond, Virginia	$289K	+$268K	3	0.08%	New
3747	VIP Vista Investment Partners Oklahoma City, Oklahoma	$288K	$0	1	0.07%	Maintained
3748	WOSD WFA of San Diego San Diego, California	$288K	-$102K	1	0.24%	Reduced
3749	CFA Camarda Financial Advisors Fleming Island, Florida	$287K	+$249K	1	0.09%	New
3750	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$287K	-$1.02K	1	0.1%	Reduced