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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	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$273K	$0	3	0.01%	Maintained
827	BFA Benedict Financial Advisors Atlanta, Georgia	$271K	$0	1	0.14%	Maintained
828	GAM Griffin Asset Management New York	$269K	-$1.89K	1	0.05%	Reduced
829	PCM Parsons Capital Management Providence, Rhode Island	$268K	$0	1	0.03%	Maintained
830	CWM Cornerstone Wealth Management St. Peters, Missouri	$267K	+$151	1	0.06%	Increased
831	WPA West Paces Advisors Atlanta, Georgia	$265K	$0	1	0.2%	Maintained
832	Bradley Foster & Sargent Hartford, Connecticut	$265K	+$61K	1	0.01%	Increased
833	Douglass Winthrop Advisors New York	$265K	+$14.7K	1	0.02%	Increased
834	MJP Michael J. Puzo	$261K	$0	1	0.14%	Maintained
835	KWMG King Wealth Management Group Naples, Florida	$258K	+$253K	1	0.1%	New
836	AssetMark Inc Concord, California	$257K	+$312	3	0%	Increased
837	WEC Winslow Evans & Crocker Boston, Massachusetts	$257K	-$198K	1	0.09%	Reduced
838	Clark Capital Management Group Philadelphia, Pennsylvania	$255K	-$33.9M	1	0.01%	Reduced
839	Grimes & Company Westborough, Massachusetts	$254K	$0	1	0.03%	Maintained
840	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$253K	-$68.3K	2	0.05%	Reduced
841	BRF B. Riley Financial Los Angeles, California	$250K	+$246K	1	0.07%	New
842	FC Ferris Capital Marlborough, Massachusetts	$250K	+$26.3K	1	0.12%	Increased
843	SPC Stewart & Patten Company Lafayette, California	$250K	-$45.9K	1	0.05%	Reduced
844	Horizon Kinetics New York	$249K	+$244K	1	0.01%	New
845	SFG Summit Financial Group Moorefield, West Virginia	$248K	$0	1	0.21%	Maintained
846	BAC Boys Arnold & Co Asheville, North Carolina	$247K	$0	1	0.04%	Maintained
847	Luther King Capital Management (LKCM) Fort Worth, Texas	$247K	$0	1	0%	Maintained
848	ZB Zions Bancorporation Salt Lake City, Utah	$247K	+$145K	2	0.04%	Increased
849	DTL Dynamic Technology Lab Singapore	$246K	-$274K	1	0.04%	Reduced
850	Diversified Trust Memphis, Tennessee	$244K	$0	1	0.02%	Maintained