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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
3951	SG Sankala Group Lyons, Colorado	$233K	+$5.1K	1	0.16%	Increased
3952	OWM Orca Wealth Management New Port Richey, Florida	$233K	+$220K	1	0.14%	New
3953	BFWM Bright Futures Wealth Management Webster, Ny 14580, New York	$233K	+$202K	1	0.15%	New
3954	MA MBA Advisors Hermitage, Pennsylvania	$233K	-$353K	1	0.08%	Reduced
3955	HP Holistic Planning Nacogdoches, Texas	$233K	+$220K	1	0.04%	New
3956	6F 626 Financial Portage, Michigan	$232K	+$220K	1	0.09%	New
3957	ACA Ascension Capital Advisors Houston, Texas	$232K	-$32.3K	1	0.07%	Reduced
3958	IF Integrity Financial Cheyenne, Wyoming	$232K	-$116K	1	0.11%	Reduced
3959	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$231K	-$21.4K	1	0.06%	Reduced
3960	CF Cyr Financial Hennepin, Illinois	$231K	+$201K	1	0.12%	New
3961	DC DeDora Capital Napa, California	$231K	+$201K	1	0.05%	New
3962	CIA Covington Investment Advisors Ligonier, Pennsylvania	$231K	+$219K	1	0.03%	New
3963	CSA Cottage Street Advisors Marion, Massachusetts	$231K	-$21.8K	1	0.09%	Reduced
3964	MWM Mascoma Wealth Management Hanover, New Hampshire	$231K	+$1.4K	3	0.04%	Increased
3965	SCM Semanteon Capital Management Newton, Massachusetts	$230K	+$212K	1	1.04%	New
3966	SAFS S&A Financial Services Overland Park, Kansas	$230K	+$200K	1	0.14%	New
3967	SMWM Silvia McColl Wealth Management San Diego, California	$230K	+$200K	1	0.14%	New
3968	TWA Talisman Wealth Advisors Mountainside, New Jersey	$230K	-$54.2K	1	0.17%	Reduced
3969	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$230K	+$218K	1	0.04%	New
3970	RCI RS Crum Inc Newport Beach, California	$230K	+$217K	1	0.04%	New
3971	VC Veery Capital Wilmington, Delaware	$230K	+$217K	1	0.06%	New
3972	AMM American Money Management Rancho Santa Fe, California	$229K	+$199K	1	0.03%	New
3973	HAS Horizon Advisory Services West Henrietta, New York	$229K	+$199K	1	0.1%	New
3974	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$228K	+$210K	1	0.06%	New
3975	AA Argent Advisors Monroe, Louisiana	$228K	+$198K	1	0.06%	New