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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
876	WP WealthSource Partners San Luis Obispo, California	$226K	+$222K	1	0.08%	New
877	SSG Summit Securities Group New York	$225K	-$93.4K	1	0.04%	Reduced
878	YWP YorkBridge Wealth Partners New York	$225K	-$22.9K	1	0.12%	Reduced
879	AP Atwood & Palmer Kansas City, Missouri	$224K	$0	1	0.04%	Maintained
880	ACM AUA Capital Management Camp Hill, Pennsylvania	$224K	+$171K	1	0.2%	Increased
881	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$224K	+$220K	1	0.18%	New
882	Choreo LLC Rockford, Illinois	$223K	+$218K	1	0.03%	New
883	CC Courier Capital Buffalo, New York	$222K	+$7.92K	1	0.04%	Increased
884	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$219K	$0	1	0.12%	Maintained
885	Fayez Sarofim & Co Houston, Texas	$218K	$0	1	0%	Maintained
886	SIM SSI Investment Management Los Angeles, California	$216K	-$2.74K	1	0.02%	Reduced
887	Luther King Capital Management (LKCM) Fort Worth, Texas	$211K	$0	1	0%	Maintained
888	NCM Novare Capital Management Charlotte, North Carolina	$211K	-$154K	1	0.05%	Reduced
889	Diversified Trust Memphis, Tennessee	$209K	+$18.2K	1	0.02%	Increased
890	Fiduciary Trust Boston, Massachusetts	$209K	+$204K	1	0.01%	New
891	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$207K	-$16.2K	2	0.1%	Reduced
892	WSC Wellington Shields & Co New York	$207K	+$204K	1	0.07%	New
893	ACP Ashfield Capital Partners San Francisco, California	$205K	+$202K	1	0.03%	New
894	KI Koch Industries Wichita, Kansas	$205K	+$200K	1	0.06%	New
895	Bradley Foster & Sargent Hartford, Connecticut	$204K	+$201K	1	0.01%	New
896	CDH Charles D. Hyman	$203K	+$199K	1	0.03%	New
897	Penserra Capital Management Orinda, California	$202K	+$22.9K	1	0.07%	Increased
898	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$197K	$0	1	0.16%	Maintained
899	SC SRB Corp Boston, Massachusetts	$182K	-$12.7K	1	0.03%	Reduced
900	ACM Americafirst Capital Management Roseville, California	$176K	-$38.8K	1	0.22%	Reduced