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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
701	SSA Sierra Summit Advisors Incline Village, Nevada	$7.91M	-$853K	1	1.71%	Reduced
702	Dana Investment Advisors Waukesha, Wisconsin	$7.86M	-$6.97M	3	0.28%	Reduced
703	Annex Advisory Services Brookfield, Wisconsin	$7.82M	-$396K	2	0.22%	Reduced
704	CCG Chatham Capital Group Savannah, Georgia	$7.77M	-$501K	1	1.3%	Reduced
705	CFG Cambridge Financial Group Columbus, Ohio	$7.72M	-$542K	2	3.35%	Reduced
706	CCM Candelo Capital Management New York	$7.67M	+$2.4M	2	6.61%	Increased
707	CFSG Community Financial Services Group Newport, Vermont	$7.65M	+$719K	1	1.66%	Increased
708	WAM Winslow Asset Management Beachwood, Ohio	$7.61M	-$237K	1	1.68%	Reduced
709	VF Virtu Financial New York	$7.58M	+$1.17M	2	0.41%	Increased
710	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$7.58M	-$3.11K	2	1.62%	Reduced
711	Sigma Planning Corp Ann Arbor, Michigan	$7.58M	+$3.52M	3	0.24%	Increased
712	HIP Harrell Investment Partners Austin, Texas	$7.52M	-$1.02M	1	2.23%	Reduced
713	Atria Wealth Solutions New York	$7.48M	-$2.41M	3	0.09%	Reduced
714	Ashton Thomas Private Wealth Scottsdale, Arizona	$7.47M	-$61.7K	2	0.29%	Reduced
715	Atlantic Union Bankshares Glen Allen, Virginia	$7.47M	-$395K	1	0.45%	Reduced
716	PEAK6 Chicago, Illinois	$7.43M	+$8.72M	2	0.02%	Increased
717	CWG Cornerstone Wealth Group Huntersville, North Carolina	$7.42M	+$4.92M	2	0.61%	Increased
718	KM KP Management Edina, Minnesota	$7.4M	-$3.56M	2	2.56%	Reduced
719	MWA Meridian Wealth Advisors Austin, Texas	$7.39M	+$53.2K	1	1.25%	Increased
720	JWM Jackson Wealth Management Lake Mary, Florida	$7.38M	-$99.3K	1	0.9%	Reduced
721	AT Avalon Trust Santa Fe, New Mexico	$7.38M	+$306K	3	0.59%	Increased
722	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$7.37M	+$554K	4	2.36%	Increased
723	Allstate Corporation Northbrook, Illinois	$7.35M	+$1.88M	2	0.22%	Increased
724	Segall Bryant & Hamill Chicago, Illinois	$7.35M	-$6.96M	2	0.11%	Reduced
725	iA Global Asset Management Quebec, Quebec, Canada	$7.34M	-$1.97M	2	0.13%	Reduced