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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
3776	MCM Morton Capital Management Calabasas, California	$279K	+$242K	1	0.04%	New
3777	BW Blalock Williams Alexander City, Alabama	$278K	-$23.5K	1	0.18%	Reduced
3778	IG Ithaka Group Arlington, Virginia	$278K	$0	1	0.05%	Maintained
3779	WAG Windsor Advisory Group Columbus, Ohio	$278K	+$242K	1	0.2%	New
3780	Flow Traders U.S. New York	$278K	-$199K	1	0.01%	Reduced
3781	WA Winter & Associates St. Paul, Minnesota	$277K	+$241K	1	0.21%	New
3782	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$277K	$0	1	0.12%	Maintained
3783	MCG McCollum Christoferson Group Amherst, New York	$277K	$0	1	0.08%	Maintained
3784	HBS Howard Bailey Securities Fort Wayne, Indiana	$277K	-$18.1K	1	0.1%	Reduced
3785	MCM Mendel Capital Management Little Rock, Arkansas	$277K	-$30.2K	1	0.12%	Reduced
3786	WQ Wealth Quarterback Toms River, New Jersey	$277K	+$241K	1	0.09%	New
3787	RAG RIA Advisory Group Des Moines, Iowa	$276K	+$240K	1	0.06%	New
3788	WPW Watershed Private Wealth Oak Brook, Illinois	$276K	$0	1	0.08%	Maintained
3789	1CM 1492 Capital Management Milwaukee, Wisconsin	$276K	-$28.6K	1	0.08%	Reduced
3790	Betterment LLC New York	$275K	+$239K	1	0%	New
3791	EF Evanson Financial Mclean, Virginia	$275K	+$239K	1	0.01%	New
3792	NFGCM Norman Fields Gottscho Capital Management New York	$275K	$0	1	0.08%	Maintained
3793	PWM Palacios Wealth Management Ormond Beach, Florida	$275K	+$48K	1	0.16%	Increased
3794	S Sachetta Lynnfield, Massachusetts	$275K	-$15.4K	2	0.13%	Reduced
3795	RWM Reston Wealth Management Reston, Virginia	$274K	+$238K	1	0.07%	New
3796	NRI NFP Retirement Inc Aliso Viejo, California	$274K	+$238K	1	0.02%	New
3797	EWM Evolution Wealth Management Fort Myers, Florida	$274K	-$5.39K	3	0.16%	Reduced
3798	BHWM Beaird Harris Wealth Management Dallas, Texas	$273K	+$36.7K	2	0.02%	Increased
3799	EA Eclectic Associates Fullerton, California	$273K	-$34.7K	1	0.03%	Reduced
3800	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$272K	+$237K	1	0.01%	New