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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	Glenview Trust Louisville, Kentucky	$554K	-$239K	1	0.03%	Reduced
827	FCM Flinton Capital Management Philadelphia, Pennsylvania	$550K	-$186K	1	0.02%	Reduced
828	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$548K	$0	1	0.18%	Maintained
829	DM Delphi Management Brookline, Massachusetts	$544K	-$48.6K	1	0.53%	Reduced
830	ZF Zhang Financial Portage, Michigan	$544K	-$80.8K	1	0.23%	Reduced
831	IRF IBM Retirement Fund Armonk, New York	$540K	-$5.43K	1	0.1%	Reduced
832	SA Strategic Advisors New York	$539K	$0	1	0.2%	Maintained
833	DWM Darwin Wealth Management Tampa, Florida	$537K	$0	1	0.16%	Maintained
834	PA PFG Advisors Phoenix, Arizona	$534K	+$16.2K	1	0.15%	Increased
835	TAM Tyers Asset Management Austin, Texas	$534K	-$146K	2	0.02%	Reduced
836	Annex Advisory Services Brookfield, Wisconsin	$533K	+$10.4K	1	0.07%	Increased
837	Becker Capital Management Portland, Oregon	$533K	$0	1	0.02%	Maintained
838	PCG Private Capital Group West Hartford, Connecticut	$533K	+$64.8K	4	0.09%	Increased
839	SFM Systematic Financial Management Teaneck, New Jersey	$530K	+$506K	1	0.02%	New
840	CC ClearArc Capital Cincinnati, Ohio	$525K	-$1.13K	1	0.15%	Reduced
841	DI Diligent Investors Redlands, California	$524K	$0	1	0.26%	Maintained
842	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$521K	+$324	1	0.15%	Increased
843	APA American Portfolios Advisors Holbrook, New York	$519K	-$48.3K	4	0.04%	Reduced
844	PP PagnatoKarp Partners Reston, Virginia	$516K	-$11.7K	1	0.1%	Reduced
845	Forvis Mazars Wealth Advisors Springfield, Missouri	$515K	-$7.7K	1	0.04%	Reduced
846	Sequoia Financial Advisors Akron, Ohio	$512K	+$6K	1	0.04%	Increased
847	HL HeadInvest LLC Portland, Maine	$507K	-$226K	2	0.15%	Reduced
848	WA Wambolt & Associates Littleton, Colorado	$501K	-$23.7K	1	0.41%	Reduced
849	Cresset Asset Management Chicago, Illinois	$500K	-$6.66K	2	0.02%	Reduced
850	ACA Ackerman Capital Advisors Dallas, Texas	$499K	+$486K	1	0.17%	New