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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
526	Cerity Partners New York	$3.8M	+$676K	2	0.06%	Increased
527	SWM Scissortail Wealth Management Tulsa, Oklahoma	$3.8M	+$3.64M	1	1.46%	New
528	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.77M	-$3.48K	1	1.25%	Reduced
529	CIM Cambria Investment Management Manhattan Beach, California	$3.74M	-$2.77M	1	0.63%	Reduced
530	Erste Asset Management Vienna, Austria	$3.73M	-$498K	1	0.07%	Reduced
531	BS Bessemer Securities New York	$3.73M	+$701K	1	1.01%	Increased
532	Pathstone Family Office Englewood, New Jersey	$3.71M	+$188K	2	0.09%	Increased
533	CFIA Cantor Fitzgerald Investment Advisors New York	$3.71M	-$126K	1	0.22%	Reduced
534	Stratos Wealth Partners Beachwood, Ohio	$3.7M	-$7.13K	1	0.08%	Reduced
535	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.69M	-$4.14K	1	1.97%	Reduced
536	Cresset Asset Management Chicago, Illinois	$3.66M	-$647K	2	0.04%	Reduced
537	SAM Selway Asset Management	$3.65M	$0	1	1.73%	Maintained
538	WIM Wilen Investment Management Bonita Springs, Florida	$3.65M	-$402K	2	2.79%	Reduced
539	IWP Icon Wealth Partners Houston, Texas	$3.64M	+$640K	1	0.36%	Increased
540	Gratus Capital Atlanta, Georgia	$3.63M	-$86.2K	1	0.34%	Reduced
541	CBB Citizens Business Bank Ontario, California	$3.61M	-$42.3K	1	0.44%	Reduced
542	Cetera Investment Advisers Schaumburg, Illinois	$3.59M	+$27.8K	3	0.05%	Increased
543	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.58M	+$783K	1	1.06%	Increased
544	MAM Mystic Asset Management Warwick, Rhode Island	$3.58M	+$3.44M	1	1.69%	New
545	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$3.58M	-$1.61M	1	2.31%	Reduced
546	DCM Dupont Capital Management Wilmington, Delaware	$3.54M	+$2.14M	2	0.13%	Increased
547	BSB Bangor Savings Bank Bangor, Maine	$3.54M	+$191K	2	0.34%	Increased
548	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$3.53M	-$49.7K	1	2.67%	Reduced
549	Wealthfront Advisers Palo Alto, California	$3.52M	-$649K	1	0.01%	Reduced
550	Waratah Capital Advisors Toronto, Ontario, Canada	$3.52M	-$2.14M	1	0.06%	Reduced