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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
4026	CST Charles Schwab Trust Henderson, Nevada	$215K	+$187K	1	0.01%	New
4027	SA Stewardship Advisors Mount Joy, Pennsylvania	$215K	+$187K	1	0.04%	New
4028	FWM Foguth Wealth Management Brighton, Michigan	$215K	-$42.9K	1	0.02%	Reduced
4029	KI KTF Investments Seal Beach, California	$214K	+$186K	1	0.02%	New
4030	KA Kure Advisory Plymouth, Minnesota	$214K	+$186K	1	0.1%	New
4031	HT Headlands Technologies Chicago, Illinois	$213K	-$417K	1	0.02%	Reduced
4032	ACM Alessandra Capital Management Torrance, California	$213K	+$202K	1	0.15%	New
4033	WG WMS Group Folsom, Louisiana	$213K	+$202K	1	0.27%	New
4034	SI Stonekeep Investments Sante Fe, New Mexico	$213K	+$202K	1	0.12%	New
4035	PWM Parkway Wealth Management Plano, Texas	$212K	+$201K	1	0.02%	New
4036	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$212K	+$184K	1	0.03%	New
4037	CastleKnight Management New York	$212K	-$195K	1	0%	Reduced
4038	AC Avant Capital Lafayette, Louisiana	$212K	+$184K	1	0.13%	New
4039	RTC Riverview Trust Company Vancouver, Washington	$212K	-$21.4K	2	0.25%	Reduced
4040	SFC Strategic Financial Concepts San Antonio, Texas	$212K	+$184K	1	0.06%	New
4041	EM ELCO Management New York	$211K	+$184K	1	0.09%	New
4042	MSF Mustard Seed Financial Magnolia, Arkansas	$211K	+$184K	1	0.11%	New
4043	SC Solstein Capital Menlo Park, California	$211K	$0	3	0.07%	Maintained
4044	LWM LongView Wealth Management Atlanta, Georgia	$211K	+$183K	1	0.05%	New
4045	M MATAURO New York	$210K	+$183K	1	0.03%	New
4046	C1AG Client 1st Advisory Group Dunedin, Florida	$210K	+$183K	1	0.05%	New
4047	IA IFG Advisors St. Louis, Missouri	$210K	+$183K	1	0.03%	New
4048	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$210K	+$183K	1	0.1%	New
4049	CSF Capital Squared Financial Rockville, Maryland	$210K	+$183K	1	0.14%	New
4050	AFG ABLE Financial Group Scottsdale, Arizona	$210K	+$182K	1	0.04%	New