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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
851	TSS Two Sigma Securities New York	$510K	-$2.28M	1	0%	Reduced
852	B Bellecapital Zurich, Switzerland	$505K	$0	1	0.33%	Maintained
853	EFS Essex Financial Services Essex, Connecticut	$504K	+$409	1	0.11%	Increased
854	Belpointe Asset Management Reno, Nevada	$500K	+$140K	2	0.08%	Increased
855	SCA Snowden Capital Advisors New York	$496K	+$21.2K	1	0.06%	Increased
856	Fiduciary Trust Boston, Massachusetts	$495K	+$200K	1	0.01%	Increased
857	Dai-ichi Life Insurance Company Tokyo, Japan	$489K	$0	1	0.01%	Maintained
858	RTS Round Table Services Westfield, New Jersey	$487K	+$195K	2	0.17%	Increased
859	BCM Beck Capital Management Austin, Texas	$481K	+$467K	1	0.21%	New
860	Park Avenue Securities New York	$478K	+$91.6K	1	0.08%	Increased
861	DTL Dynamic Technology Lab Singapore	$476K	-$1M	1	0.07%	Reduced
862	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$476K	+$215K	1	0.01%	Increased
863	Bahl & Gaynor Cincinnati, Ohio	$474K	-$31.2K	1	0.01%	Reduced
864	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$471K	$0	1	0.03%	Maintained
865	NB Nicolet Bankshares Green Bay, Wisconsin	$468K	+$15.9K	1	0.19%	Increased
866	GAM Gould Asset Management Claremont, California	$466K	$0	1	0.19%	Maintained
867	Boothbay Fund Management New York	$465K	-$261K	1	0.05%	Reduced
868	PCG Private Capital Group West Hartford, Connecticut	$465K	-$46K	4	0.09%	Reduced
869	RWA Ropes Wealth Advisors Boston, Massachusetts	$464K	+$21.3K	3	0.11%	Increased
870	TNB Thomasville National Bank Thomasville, Georgia	$464K	-$67.2K	1	0.07%	Reduced
871	FCM Flinton Capital Management Philadelphia, Pennsylvania	$463K	+$210K	1	0.01%	Increased
872	DWM Doyle Wealth Management St. Petersburg, Florida	$461K	+$130K	1	0.07%	Increased
873	JIP Jaffetilchin Investment Partners Tampa, Florida	$451K	+$29.2K	1	0.1%	Increased
874	WP WealthPLAN Partners Omaha, Nebraska	$449K	+$504K	1	0.08%	New
875	PCM Perritt Capital Management Chicago, Illinois	$447K	$0	1	0.13%	Maintained