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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
3826	OKSA O'Keefe Stevens Advisory Rochester, New York	$266K	+$231K	1	0.05%	New
3827	RIAS Rachor Investment Advisory Services Linden, Michigan	$265K	-$1.56K	1	0.13%	Reduced
3828	RWM Rench Wealth Management Denton, Texas	$265K	+$230K	1	0.07%	New
3829	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$263K	+$229K	1	0.08%	New
3830	ECAM East Coast Asset Management Essex, Massachusetts	$263K	$0	1	0.08%	Maintained
3831	IQI Integrated Quantitative Investments Bellevue, Washington	$263K	-$194K	1	0.04%	Reduced
3832	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$263K	+$228K	1	0.09%	New
3833	FHB First Hawaiian Bank Honolulu, Hawaii	$262K	+$228K	1	0.03%	New
3834	CL CLG LLC Long Beach, California	$262K	+$228K	1	0.06%	New
3835	TT TI-Trust Quincy, Illinois	$261K	$0	1	0.14%	Maintained
3836	GG Gleason Group Prospect, Kentucky	$261K	+$47.4K	3	0.02%	Increased
3837	LFA Level Financial Advisors East Amherst, New York	$261K	+$227K	1	0.06%	New
3838	AG Advocate Group Minnetonka, Minnesota	$260K	$0	1	0.04%	Maintained
3839	VW Vance Wealth Santa Clarita, California	$260K	+$9.68K	1	0.06%	Increased
3840	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$259K	-$569K	4	0.18%	Reduced
3841	WIM Waycross Investment Management Bellingham, Washington	$259K	+$245K	1	0.2%	New
3842	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$259K	+$238K	1	0.03%	New
3843	EWA Evolution Wealth Advisors Aventura, Florida	$258K	-$15.3K	1	0.03%	Reduced
3844	SPP Single Point Partners Boston, Massachusetts	$258K	+$225K	1	0.05%	New
3845	WC Weil Company San Diego, California	$258K	+$225K	1	0.05%	New
3846	B Birchbrook Bangor, Maine	$258K	$0	2	0.12%	Maintained
3847	PAM Parvin Asset Management Sioux Falls, South Dakota	$258K	+$27.6K	2	0.2%	Increased
3848	AT Arlington Trust Birmingham, Alabama	$257K	+$5.8K	2	0.02%	Increased
3849	VCWM Vista Cima Wealth Management Surprise, Arizona	$257K	+$224K	1	0.19%	New
3850	GP GLR Partners Columbia, Maryland	$257K	+$244K	1	0.12%	New