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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
801	JC Jacobs & Co San Francisco, California	$658K	-$53.3K	1	0.11%	Reduced
802	LC LCNB Corp Lebanon, Ohio	$657K	-$28.6K	1	0.46%	Reduced
803	PIA Peachtree Investment Advisors Atlanta, Georgia	$657K	+$2.87K	1	0.45%	Increased
804	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$656K	-$227K	1	0.6%	Reduced
805	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$656K	$0	1	0.05%	Maintained
806	Level Four Advisory Services Dallas, Texas	$653K	+$39K	1	0.07%	Increased
807	ACM AlphaStar Capital Management Cornelius, North Carolina	$651K	-$92.9K	1	0.19%	Reduced
808	NRS Neville Rodie & Shaw New York	$649K	$0	1	0.06%	Maintained
809	CCA Cobblestone Capital Advisors Rochester, New York	$643K	+$85.1K	1	0.06%	Increased
810	VF Virtu Financial New York	$642K	-$1.03M	2	0.04%	Reduced
811	Dynamic Advisor Solutions Phoenix, Arizona	$637K	+$1.88K	1	0.13%	Increased
812	Cetera Advisor Networks El Segundo, California	$627K	+$268K	2	0.02%	Increased
813	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$627K	+$156K	3	0.33%	Increased
814	SignatureFD Atlanta, Georgia	$623K	+$7.95K	3	0.06%	Increased
815	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$622K	+$25.8K	1	0.16%	Increased
816	IRF IBM Retirement Fund Armonk, New York	$621K	-$101K	1	0.14%	Reduced
817	Horizon Kinetics New York	$616K	+$18.3K	2	0.02%	Increased
818	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$614K	+$497K	1	0.3%	Increased
819	NL NWAM LLC Mercer Island, Washington	$612K	+$3.93K	1	0.14%	Increased
820	MCM Matarin Capital Management New York	$611K	-$143K	1	0.04%	Reduced
821	ACM Alethea Capital Management Mercer Island, Washington	$607K	-$164K	1	0.91%	Reduced
822	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$607K	$0	1	0.25%	Maintained
823	HM Payson & Co Portland, Maine	$604K	-$45.4K	1	0.03%	Reduced
824	CAPTRUST Financial Advisors Raleigh, North Carolina	$596K	+$341K	2	0.03%	Increased
825	CK Cohen Klingenstein New York	$591K	$0	1	0.08%	Maintained