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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	SP SWS Partners Columbus, Ohio	$2.43M	-$208K	1	0.91%	Reduced
652	SA Strategic Advisors New York	$2.43M	+$33.3K	1	0.49%	Increased
653	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$2.43M	+$79.9K	1	1.19%	Increased
654	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$2.42M	-$20.5K	1	0.2%	Reduced
655	SSA South Street Advisors New York	$2.41M	$0	1	0.49%	Maintained
656	Diversified Trust Memphis, Tennessee	$2.41M	+$925K	4	0.09%	Increased
657	Avantax Advisory Services Dallas, Texas	$2.4M	+$216K	2	0.03%	Increased
658	Capital Analysts LLC Fort Washington, Pennsylvania	$2.37M	+$67.8K	1	0.14%	Increased
659	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$2.37M	-$54.7K	1	0.86%	Reduced
660	CG Castellan Group Louisville, Kentucky	$2.37M	-$25K	1	1.62%	Reduced
661	Conning Inc Hartford, Connecticut	$2.36M	+$1.06M	1	0.08%	Increased
662	BHPW Beverly Hills Private Wealth Beverly Hills, California	$2.36M	+$522K	2	0.73%	Increased
663	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$2.35M	-$22.1K	1	1.65%	Reduced
664	Capital International Inc Los Angeles, California	$2.34M	-$208K	1	0.05%	Reduced
665	BFO Boston Family Office Boston, Massachusetts	$2.33M	+$1.28M	2	0.19%	Increased
666	ALPS Advisors Denver, Colorado	$2.33M	-$138K	2	0.02%	Reduced
667	Larson Financial Group St Louis, Missouri	$2.32M	+$53.1K	3	0.25%	Increased
668	FFM Fullerton Fund Management Singapore	$2.29M	+$2.23M	1	0.17%	New
669	NHT New Hampshire Trust Concord, New Hampshire	$2.29M	-$266K	2	0.61%	Reduced
670	Integrated Wealth Concepts Waltham, Massachusetts	$2.28M	-$197K	2	0.05%	Reduced
671	Wasatch Advisors Salt Lake City, Utah	$2.27M	-$842K	1	0.01%	Reduced
672	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.24M	+$1.59M	1	0.2%	Increased
673	Sumitomo Life Insurance Tokyo, Japan	$2.24M	-$16K	1	0.19%	Reduced
674	SB Simmons Bank Pine Bluff, Arkansas	$2.23M	-$30.6K	2	0.19%	Reduced
675	SCA St. Clair Advisors Mayfield Hts, Ohio	$2.22M	+$1.3M	1	0.97%	Increased