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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
3926	MCA McGuire Capital Advisors Bethany, Oklahoma	$238K	+$9.19K	2	0.13%	Increased
3927	IFU iSAM Funds (UK) London, United Kingdom	$237K	+$218K	1	0.17%	New
3928	SCA Stokes Capital Advisors Greenwood, South Carolina	$237K	-$12.9K	1	0.05%	Reduced
3929	API Asset Planning Inc Cypress, California	$237K	+$64.1K	2	0.15%	Increased
3930	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$236K	-$59.7K	1	0.06%	Reduced
3931	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$236K	-$101K	1	0.01%	Reduced
3932	SWP Semus Wealth Partners Boca Raton, Florida	$236K	+$205K	1	0.11%	New
3933	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$236K	+$205K	1	0.06%	New
3934	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$236K	+$205K	1	0.05%	New
3935	LI LifeWealth Investments Winter Garden, Florida	$236K	+$205K	1	0.06%	New
3936	STFP Signal Tree Financial Partners Copley, Ohio	$236K	+$205K	1	0.16%	New
3937	PI Pachira Investments Dana Point, California	$235K	-$62.3K	1	0.09%	Reduced
3938	QC Quantessence Capital New York	$235K	+$223K	1	0.69%	New
3939	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$235K	+$21.4K	1	0.03%	Increased
3940	Cohen & Steers New York	$235K	$0	1	0%	Maintained
3941	CCM Conway Capital Management Burbank, California	$235K	+$204K	1	0.1%	New
3942	GWM Greenhouse Wealth Management Westport, Connecticut	$235K	+$204K	1	0.17%	New
3943	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$235K	+$204K	1	0.15%	New
3944	AF ASL Financial Los Gatos, California	$235K	+$222K	1	0.17%	New
3945	HP Haven Private Orlando, Florida	$235K	-$10.5K	1	0.09%	Reduced
3946	CNWM Clay Northam Wealth Management Huntington Beach, California	$234K	+$222K	1	0.12%	New
3947	GFA Godfrey Financial Associates Glenmont, New York	$234K	-$7.14K	2	0.18%	Reduced
3948	CPC Consolidated Planning Corp Atlanta, Georgia	$234K	+$203K	1	0.03%	New
3949	KNW Kesler Norman & Wride Ogden, Utah	$234K	+$203K	1	0.04%	New
3950	FC Farringdon Capital London, United Kingdom	$233K	-$1.98M	1	0.12%	Reduced