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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
651	AFG American Financial Group Cincinnati, Ohio	$729K	$0	1	0.06%	Maintained
652	FCI Financial Counselors Inc Overland Park, Kansas	$723K	+$810K	1	0.05%	New
653	Burney Company Reston, Virginia	$703K	-$4.68K	2	0.06%	Reduced
654	Zhang Financial Portage, Michigan	$698K	-$6.31K	1	0.48%	Reduced
655	Azimuth Capital Management Bloomfield Hills, Michigan	$693K	-$4.54M	1	0.08%	Reduced
656	Beck Mack & Oliver New York	$693K	$0	2	0.02%	Maintained
657	BFO Boston Family Office Boston, Massachusetts	$691K	+$41.9K	1	0.09%	Increased
658	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$691K	$0	1	0.34%	Maintained
659	MSI Financial Services Springfield, Massachusetts	$689K	+$572K	3	0.08%	Increased
660	Constellation Wealth Advisors New York	$679K	+$535K	1	0.06%	Increased
661	CS Credential Securities Vancouver,	$679K	+$43.4K	1	0.46%	Increased
662	Visium Asset Management New York	$678K	-$435K	1	0.01%	Reduced
663	LD Lipe & Dalton Syracuse, New York	$675K	-$8.86K	1	0.44%	Reduced
664	HP Holowesko Partners Nassau, Bahamas	$672K	$0	1	0.05%	Maintained
665	Financial Architects (New Jersey) Marlton, New Jersey	$661K	-$7.75K	1	0.32%	Reduced
666	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$654K	+$4.96K	1	1.13%	Increased
667	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$652K	$0	1	0.06%	Maintained
668	FCM Firsthand Capital Management San Jose, California	$650K	$0	1	0.34%	Maintained
669	WA Winfield Associates Cleveland, Ohio	$648K	-$405K	1	0.48%	Reduced
670	Shelton Capital Management Denver, Colorado	$647K	+$82.5K	2	0.09%	Increased
671	Stratos Wealth Partners Beachwood, Ohio	$639K	+$9.36K	1	0.15%	Increased
672	Cetera Advisor Networks El Segundo, California	$638K	-$71.8K	1	0.04%	Reduced
673	Counsel Portfolio Services Mississauga, Ontario, Canada	$634K	$0	1	0.07%	Maintained
674	GCG Giovine Capital Group Santa Monica, California	$634K	+$709K	1	0.37%	New
675	IA Icon Advisers Greenwood Village, Colorado	$634K	-$2.2M	1	0.04%	Reduced