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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
3801	MG McHugh Group Bratenahl, Ohio	$272K	$0	1	0.14%	Maintained
3802	FFM Flagstone Financial Management Lincoln, Nebraska	$272K	-$10.1K	1	0.06%	Reduced
3803	SHFP Second Half Financial Partners Sebring, Florida	$272K	-$515K	1	0.11%	Reduced
3804	EFL ERn Financial LLC Middleton, Wisconsin	$272K	+$236K	1	0.04%	New
3805	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$272K	-$35K	2	0.04%	Reduced
3806	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$272K	+$236K	1	0.08%	New
3807	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$271K	-$8.87K	1	0.05%	Reduced
3808	AC Avenir Corporation Alexandria, Virginia	$271K	$0	1	0.03%	Maintained
3809	GCM Gunpowder Capital Management Towson, Maryland	$271K	$0	2	0.19%	Maintained
3810	FH FWG Holdings Winter Park, Florida	$271K	+$20.4K	1	0.09%	Increased
3811	JF JSF Financial Los Angeles, California	$271K	-$1.02K	1	0.04%	Reduced
3812	BSG Black Swift Group Boulder, Colorado	$271K	+$256K	1	0.04%	New
3813	AIA AIMZ Investment Advisors Los Altos, California	$270K	$0	1	0.07%	Maintained
3814	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$270K	+$235K	1	0.16%	New
3815	CA Clune & Associates Chicago, Illinois	$270K	+$235K	1	0.04%	New
3816	HCM Hutchinson Capital Management San Rafael, California	$270K	+$235K	1	0.05%	New
3817	AL ARWA LLC Fort Worth, Texas	$270K	-$236K	1	0.11%	Reduced
3818	AIS American Investment Services Great Barrington, Massachusetts	$269K	+$234K	1	0.06%	New
3819	CS Crescent Sterling Metairie, Louisiana	$269K	+$234K	1	0.24%	New
3820	IPW Intergy Private Wealth Colorado Springs, Colorado	$269K	+$234K	1	0.06%	New
3821	MCM MontVue Capital Management Lynchburg, Virginia	$269K	+$234K	1	0.15%	New
3822	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$269K	-$20.4K	1	0.02%	Reduced
3823	HCM Highview Capital Management Buffalo Grove, Illinois	$268K	-$40.8K	1	0.08%	Reduced
3824	CA Commerce Advisors Memphis, Tennessee	$267K	-$40.8K	1	0.14%	Reduced
3825	WCM WealthBridge Capital Management Westerville, Ohio	$266K	+$6.05K	1	0.05%	Increased