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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
901	CFA Carroll Financial Associates Charlotte, North Carolina	$81K	$0	1	0.04%	Maintained
902	WP WealthPLAN Partners Omaha, Nebraska	$80K	+$83K	1	0.04%	New
903	TDC Thompson Davis & Co Richmond, Virginia	$77K	-$4.35K	1	0.09%	Reduced
904	CAL Capital Advisors Ltd Shaker Heights, Ohio	$70K	+$1.97K	3	0.04%	Increased
905	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$69K	+$68.7K	1	0%	New
906	EP Edinburgh Partners Edinburgh, United Kingdom	$68K	$0	1	0.01%	Maintained
907	GAM Gemmer Asset Management Walnut Creek, California	$68K	+$37	2	0.04%	Increased
908	ZB Zions Bancorporation Salt Lake City, Utah	$68K	+$67.6K	2	0.01%	New
909	CHP Cable Hill Partners Portland, Oregon	$66K	-$26.9K	1	0.05%	Reduced
910	CBT Central Bank & Trust Lexington, Kentucky	$60K	+$60.2K	1	0.02%	New
911	AC Amici Capital New York	$56K	+$65.6K	1	0%	New
912	LFR Lehman Financial Resources Media, Pennsylvania	$54K	+$20.4K	1	0.02%	Increased
913	WRM Westport Resources Management Westport, Connecticut	$54K	$0	1	0.01%	Maintained
914	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$52K	+$52.3K	2	0.02%	New
915	BAM Bruderman Asset Management Locust Valley, New York	$51K	+$51.1K	1	0.02%	New
916	FFC First Financial Corp Terre Haute, Indiana	$50K	+$6.8K	1	0.03%	Increased
917	PSC Prentiss Smith & Co Brattleboro, Vermont	$48K	-$17K	1	0.02%	Reduced
918	AW Alpha Windward Westwood, Massachusetts	$46K	$0	1	0.03%	Maintained
919	TCCM Timber Creek Capital Management Boston, Massachusetts	$42K	$0	1	0.03%	Maintained
920	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
921	CYG Clean Yield Group Norwich, Vermont	$40K	+$39K	2	0.02%	New
922	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$39K	+$29.2K	1	0.03%	Increased
923	BAM Barrett Asset Management New York	$32K	-$216K	2	0%	Reduced
924	MCF Advisors Covington, Kentucky	$31K	+$28.1K	1	0.01%	New
925	Farmers & Merchants Investments Inc Lincoln, Nebraska	$30K	+$5.51K	2	0%	Increased