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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
4126	PP Pacifica Partners Surrey, Canada	$141K	$0	2	0.04%	Maintained
4127	MASECO Private Wealth London,	$139K	+$120K	1	0%	New
4128	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$137K	$0	2	0.12%	Maintained
4129	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$136K	+$31.6K	3	0.03%	Increased
4130	CG Curat Global Springfield, New Hampshire	$135K	$0	1	0.11%	Maintained
4131	MGI Miller Global Investments Dallas, Texas	$134K	+$31.6K	2	0.11%	Increased
4132	CCMI Creative Capital Management Investments San Diego, California	$133K	+$20.7K	5	0.03%	Increased
4133	CB Centennial Bank Conway, Arkansas	$130K	$0	2	0.04%	Maintained
4134	CMP Coston McIsaac & Partners Bar Harbor, Maine	$126K	$0	2	0.03%	Maintained
4135	GFL Granite FO LLC Bedford, New Hampshire	$122K	$0	1	0.06%	Maintained
4136	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$121K	$0	1	0.02%	Maintained
4137	W WealthCollab Bellevue, Washington	$121K	$0	2	0.04%	Maintained
4138	DAM Davis Asset Management Sausalito, California	$121K	$0	1	0%	Maintained
4139	DWM Dogwood Wealth Management Lenexa, Kansas	$119K	+$9.5K	4	0.05%	Increased
4140	MI Markowski Investments Tampa, Florida	$119K	+$106K	3	0.03%	New
4141	HC Hurley Capital New York	$118K	$0	1	0.06%	Maintained
4142	BC Burnham & Co Grand Rapids, Michigan	$117K	+$102K	1	0.09%	New
4143	BTC Bank & Trust Company Litchfield, Illinois	$117K	$0	1	0.07%	Maintained
4144	BC Broadwater Capital Boston, Massachusetts	$116K	-$6.12K	2	0.08%	Reduced
4145	WCM Westend Capital Management Sausalito, California	$113K	$0	2	0.03%	Maintained
4146	LC Lavaca Capital Houston, Texas	$111K	+$13K	4	0.01%	Increased
4147	KFP Kerr Financial Planning Fresno, California	$110K	$0	1	0.12%	Maintained
4148	TCM Timbuktu Capital Management Boston, Massachusetts	$109K	+$94.9K	1	0.16%	New
4149	NWM Navigoe Wealth Management Redondo Beach, California	$108K	+$3.44K	4	0.06%	Increased
4150	PF PlanVest Financial Gaithersburg, Maryland	$108K	$0	2	0.07%	Maintained