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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
4051	TS TradeWell Securities Fort Wayne, Indiana	$209K	+$182K	1	0.07%	New
4052	Legacy Financial Group (Iowa) Des Moines, Iowa	$209K	-$57.2K	1	0.02%	Reduced
4053	AIA Allied Investment Advisors Billings, Montana	$209K	-$149K	1	0.03%	Reduced
4054	HI Human Investing Lake Oswego, Oregon	$209K	+$198K	1	0.03%	New
4055	JWM Johnson Wealth Management Grand Forks, North Dakota	$208K	+$191K	1	0.09%	New
4056	CP Castleview Partners Dallas, Texas	$208K	+$181K	1	0.09%	New
4057	GAM GEM Asset Management Plymouth, Michigan	$208K	+$197K	1	0.08%	New
4058	RG RHL Group Holly, Michigan	$207K	-$14.6K	3	0.17%	Reduced
4059	RCSA REYL & Cie S.A. Geneva, Switzerland	$207K	+$233K	1	0.24%	New
4060	SWA Sightline Wealth Advisors Groton, Connecticut	$207K	+$196K	1	0.08%	New
4061	BAM Bayshore Asset Management Coral Gables, Florida	$206K	+$195K	1	0.07%	New
4062	KV Kickstand Ventures Pittsford, New York	$206K	+$195K	1	0.04%	New
4063	CC Corsicana & Co Corsicana, Texas	$206K	$0	2	0.1%	Maintained
4064	FFA Frazier Financial Advisors Columbus, Ohio	$206K	-$62.2K	3	0.1%	Reduced
4065	TPF Tribridge Partners Financial Columbia, Maryland	$206K	+$208K	1	0.08%	New
4066	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$206K	-$2.44M	1	0.02%	Reduced
4067	EC Elequin Capital New York	$205K	-$138K	2	0.01%	Reduced
4068	FWP Fiduciary Wealth Partners Boston, Massachusetts	$205K	+$194K	1	0.11%	New
4069	NLWP Next Level Wealth Planning Meridian, Idaho	$205K	+$188K	1	0.09%	New
4070	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$204K	+$178K	1	0.04%	New
4071	PIMG Patriot Investment Management Group Knoxville, Tennessee	$204K	+$178K	1	0.01%	New
4072	PS Planned Solutions Folsom, California	$204K	+$178K	1	0.06%	New
4073	PWP Precedent Wealth Partners Houston, Texas	$204K	+$178K	1	0.03%	New
4074	TWA Trace Wealth Advisors Los Angeles, California	$204K	+$178K	1	0.13%	New
4075	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$204K	+$193K	1	0.01%	New