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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
926	ATC Adirondack Trust Company Saratoga Springs, New York	$9K	+$7.8K	1	0.01%	Increased
927	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$9K	+$638	2	0%	Increased
928	JIC Joel Isaacson & Co New York	$8K	+$8.44K	1	0%	New
929	DOA D'Orazio & Associates Falls Church, Virginia	$7K	$0	1	0.01%	Maintained
930	WIL Winifred I. Li	$7K	$0	1	0.01%	Maintained
931	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$6K	$0	1	0%	Maintained
932	HI Hudock Inc Williamsport, Pennsylvania	$6K	-$54K	2	0%	Reduced
933	One Capital Management Westlake Village, California	$6K	+$5.94K	1	0%	New
934	SFSIG San Francisco Sentry Investment Group San Francisco, California	$6K	-$4.75K	1	0%	Reduced
935	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$6K	+$7.09K	1	0%	New
936	Rockefeller Financial Services New York	$5K	-$22.9K	2	0%	Reduced
937	SST S Squared Technology New York	$5K	+$5.95K	1	0.01%	New
938	KIG Kessler Investment Group Columbus, Indiana	$4K	-$1.4M	1	0.01%	Reduced
939	PIM Parasol Investment Management Westmont, Illinois	$4K	+$4.89K	1	0%	New
940	TCI Wealth Advisors Tucson, Arizona	$4K	$0	1	0%	Maintained
941	AC Alexandria Capital Arlington, Virginia	$3K	+$2.84K	1	0%	New
942	Avior Wealth Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
943	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	-$709	2	0%	Reduced
944	GAM Gemmer Asset Management Walnut Creek, California	$3K	-$33K	1	0%	Reduced
945	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$3K	+$2.84K	1	0.01%	New
946	TFO Tarbox Family Office Newport Beach, California	$2K	+$1.28K	1	0%	Increased
947	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained
948	RWM Raffa Wealth Management Washington, District of Columbia	$1.29K	-$4.67K	2	0%	Reduced
949	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
950	QAM QCI Asset Management Pittsford, New York	$1K	$0	1	0%	Maintained