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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
551	Ritholtz Wealth Management New York	$3.09M	+$227K	2	0.17%	Increased
552	Gratus Capital Atlanta, Georgia	$3.07M	+$2.76K	1	0.25%	Increased
553	LGT Group Foundation Vaduz, Liechtenstein	$3.06M	-$1.22M	1	0.1%	Reduced
554	OF Outfitter Financial Brunswick, Maine	$3.06M	-$129K	2	2.77%	Reduced
555	B. Riley Wealth Advisors Boca Raton, Florida	$3.05M	-$347K	1	0.09%	Reduced
556	Tidal Investments Milwaukee, Wisconsin	$3.04M	+$1.08M	2	0.12%	Increased
557	EAM Investors Solana Beach, California	$3.04M	+$2.37M	1	0.63%	New
558	SW StrongBox Wealth Lee's Summit, Missouri	$3.04M	+$60.6K	1	2.15%	Increased
559	IEQ Capital Foster City, California	$3.03M	+$236K	1	0.08%	Increased
560	Norinchukin Bank Tokyo, Japan	$2.99M	-$141K	1	0.06%	Reduced
561	Northwest Wealth Management Spencer, Iowa	$2.98M	-$20.4K	1	1.27%	Reduced
562	First Trust Direct Indexing Boston, Massachusetts	$2.97M	+$272K	2	0.39%	Increased
563	Argent Trust Co Nashville, Tennessee	$2.97M	+$104K	2	0.2%	Increased
564	SC Sawyer & Company Boston, Massachusetts	$2.96M	+$460	1	1.46%	Increased
565	HRT Financial New York	$2.95M	+$922K	4	0.04%	Increased
566	Foster & Motley Cincinnati, Ohio	$2.94M	-$381K	1	0.25%	Reduced
567	Meiji Yasuda Life Insurance Tokyo, Japan	$2.93M	-$12.9K	1	0.06%	Reduced
568	Park Avenue Securities New York	$2.93M	+$156K	3	0.05%	Increased
569	Fiduciary Trust Boston, Massachusetts	$2.91M	+$281K	3	0.06%	Increased
570	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$2.91M	+$2.1M	2	0.11%	Increased
571	Howland Capital Management Boston, Massachusetts	$2.91M	+$184K	1	0.18%	Increased
572	ACK Asset Management Greenwich, Connecticut	$2.9M	+$2.26M	1	0.53%	New
573	Capstone Investment Advisors New York	$2.9M	-$2.6M	1	0.02%	Reduced
574	Freestone Capital Holdings Seattle, Washington	$2.89M	+$482K	2	0.13%	Increased
575	FIM Fruth Investment Management Houston, Texas	$2.88M	-$767	1	0.84%	Reduced