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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
3751	MWM Mascoma Wealth Management Hanover, New Hampshire	$183K	+$356	2	0.04%	Increased
3752	BW Bravera Wealth Bismarck, North Dakota	$182K	+$21.1K	2	0.08%	Increased
3753	GFA Godfrey Financial Associates Glenmont, New York	$180K	$0	2	0.15%	Maintained
3754	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$180K	-$27.7K	2	0.09%	Reduced
3755	RG RHL Group Holly, Michigan	$178K	+$48.3K	2	0.15%	Increased
3756	SC Swan Capital Pensacola, Florida	$178K	+$16.5K	4	0.07%	Increased
3757	RTC Riverview Trust Company Vancouver, Washington	$178K	$0	2	0.22%	Maintained
3758	Cohen & Steers New York	$175K	+$156K	1	0%	New
3759	Gleason Group Prospect, Kentucky	$175K	+$712	2	0.02%	Increased
3760	HFS Horizon Financial Services Winston Salem, North Carolina	$174K	+$62.6K	2	0.08%	Increased
3761	CFG Clayton Financial Group St. Louis, Missouri	$174K	$0	2	0.09%	Maintained
3762	MCA McGuire Capital Advisors Bethany, Oklahoma	$171K	+$18.1K	3	0.11%	Increased
3763	Stonehage Fleming Financial Services St. Helier, Jersey	$168K	$0	1	0.01%	Maintained
3764	SC Solstein Capital Menlo Park, California	$164K	-$2.45K	3	0.07%	Reduced
3765	PWM Peck Wealth Management White Plains, New York	$163K	$0	1	0.16%	Maintained
3766	FFC First Financial Corp Terre Haute, Indiana	$151K	$0	2	0.06%	Maintained
3767	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$151K	$0	2	0.15%	Maintained
3768	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$150K	+$148K	3	0.14%	New
3769	OW Olistico Wealth Tulsa, Oklahoma	$148K	+$12.5K	1	0.07%	Increased
3770	RFA Reyes Financial Architecture San Diego, California	$147K	-$74.3K	2	0.12%	Reduced
3771	HNW High Note Wealth Deephaven, Minnesota	$146K	+$20.4K	4	0.03%	Increased
3772	FCT First Community Trust Dubuque, Iowa	$144K	$0	1	0.11%	Maintained
3773	GF GGM Financials Columbus, Ohio	$144K	+$5.34K	2	0.07%	Increased
3774	Valley Wealth Managers Paramus, New Jersey	$139K	-$89K	2	0.01%	Reduced
3775	OCM Osbon Capital Management Boston, Massachusetts	$139K	+$28.9K	2	0.11%	Increased