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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
4001	DFG DWM Financial Group Palatine, Illinois	$222K	+$281K	1	0.2%	New
4002	KFS Kelly Financial Services Braintree, Massachusetts	$222K	-$17.7K	1	0.05%	Reduced
4003	SPAS Spectrum Planning & Advisory Services San Diego, California	$221K	+$192K	1	0.1%	New
4004	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$221K	+$192K	1	0.06%	New
4005	WWM WJ Wealth Management Glendale, Arizona	$221K	+$192K	1	0.09%	New
4006	GIPW Granite Islands Private Wealth Guilford, Connecticut	$220K	+$194K	1	0.16%	New
4007	ACM Arlington Capital Management Arlington Heights, Illinois	$220K	+$191K	1	0.14%	New
4008	LWM Lifetime Wealth Management Rockwall, Texas	$220K	+$191K	1	0.13%	New
4009	PWM Peck Wealth Management White Plains, New York	$220K	$0	1	0.19%	Maintained
4010	KFS Kurt F. Somerville	$219K	+$190K	1	0.05%	New
4011	LTM Lotus Technology Management Orlando, Florida	$219K	-$60.2K	1	0.27%	Reduced
4012	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$219K	+$190K	1	0.13%	New
4013	SIP Snowwater Investment Partners Fairfield, Connecticut	$217K	+$189K	1	0.15%	New
4014	IWN Independent Wealth Network Urbandale, Iowa	$217K	+$189K	1	0.06%	New
4015	BCM Basso Capital Management Stamford, Connecticut	$217K	+$189K	1	0.05%	New
4016	SIM Seaview Investment Managers Miami, Florida	$217K	+$189K	1	0.06%	New
4017	GWWM Great Waters Wealth Management Shoreview, Minnesota	$217K	+$200K	1	0.02%	New
4018	KFA Kapstone Financial Advisors Lebanon, Ohio	$217K	+$205K	1	0.09%	New
4019	SLC Second Line Capital Metairie, Louisiana	$217K	-$1.61K	1	0.04%	Reduced
4020	DWM Defined Wealth Management Beaverton, Oregon	$216K	+$205K	1	0.11%	New
4021	NWMG Nicholson Wealth Management Group Charlestown, South Carolina	$216K	+$205K	1	0.13%	New
4022	FA Fountainhead AM Warren, New Jersey	$216K	-$163K	1	0.16%	Reduced
4023	Pzena Investment Management New York	$216K	+$188K	1	0%	New
4024	WFL Wealth Forward LLC Fargo, North Dakota	$216K	+$188K	1	0.11%	New
4025	HDA Harold Davidson & Associates Los Angeles, California	$215K	-$1.95M	1	0.09%	Reduced