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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
826	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$256K	-$104K	1	0.03%	Reduced
827	BFA Benedict Financial Advisors Atlanta, Georgia	$253K	-$59.6K	1	0.14%	Reduced
828	Prospera Financial Services Dallas, Texas	$253K	-$9.02K	1	0.05%	Reduced
829	MJP Michael J. Puzo	$252K	-$42.6K	1	0.14%	Reduced
830	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$246K	-$6.6K	1	0.04%	Reduced
831	BAC Boys Arnold & Co Asheville, North Carolina	$245K	$0	1	0.04%	Maintained
832	Grimes & Company Westborough, Massachusetts	$245K	$0	1	0.03%	Maintained
833	YWP YorkBridge Wealth Partners New York	$245K	+$36.4K	1	0.13%	Increased
834	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$244K	-$101K	1	0.01%	Reduced
835	PCM Parsons Capital Management Providence, Rhode Island	$242K	$0	1	0.03%	Maintained
836	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$239K	+$229K	1	0.05%	New
837	Fulton Bank Lancaster, Pennsylvania	$237K	+$227K	1	0.02%	New
838	MCM Murphy Capital Management Bedminster, New Jersey	$237K	+$227K	1	0.04%	New
839	RTS Round Table Services Westfield, New Jersey	$236K	+$231K	1	0.08%	New
840	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$234K	-$14.2K	1	0.03%	Reduced
841	Luther King Capital Management (LKCM) Fort Worth, Texas	$233K	$0	1	0%	Maintained
842	First National Bank of Omaha Omaha, Nebraska	$227K	+$217K	1	0.01%	New
843	Nicholas Hoffman & Company Atlanta, Georgia	$227K	-$17.3K	1	0.11%	Reduced
844	RCM RB Capital Management Reno, Nevada	$226K	-$18.3K	1	0.21%	Reduced
845	CM Capital Management Glen Allen, Virginia	$222K	$0	1	0.07%	Maintained
846	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$222K	+$213K	1	0.08%	New
847	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$222K	$0	1	0.02%	Maintained
848	GAM Gemmer Asset Management Walnut Creek, California	$219K	+$162K	3	0.1%	Increased
849	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$213K	$0	2	0.11%	Maintained
850	GC GMT Capital Atlanta, Georgia	$213K	+$209K	1	0%	New