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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
951	FIA FNY Investment Advisers New York	$251K	+$260K	1	0.1%	New
952	KWMG King Wealth Management Group Naples, Florida	$251K	$0	1	0.09%	Maintained
953	TIA Tiemann Investment Advisors Menlo Park, California	$250K	+$1.16K	1	0.2%	Increased
954	Hills Bank & Trust North Liberty, Iowa	$249K	-$27.8K	1	0.07%	Reduced
955	IC InterOcean Capital Chicago, Illinois	$248K	+$14.7K	1	0.03%	Increased
956	Covington Capital Management Los Angeles, California	$247K	+$64.4K	3	0.02%	Increased
957	ACM AUA Capital Management Camp Hill, Pennsylvania	$246K	-$9.67K	2	0.21%	Reduced
958	Buckingham Strategic Wealth Clayton, Missouri	$243K	+$252K	1	0.04%	New
959	Fiduciary Trust Boston, Massachusetts	$243K	-$10.1K	1	0.01%	Reduced
960	MRCM M&R Capital Management Summit, New Jersey	$242K	-$14.7K	3	0.06%	Reduced
961	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$241K	+$5.72K	1	0.03%	Increased
962	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$240K	+$27.3K	1	0.03%	Increased
963	Diversified Trust Memphis, Tennessee	$240K	$0	1	0.02%	Maintained
964	Integrated Wealth Concepts Waltham, Massachusetts	$240K	+$13.3K	1	0.08%	Increased
965	IIM Ipswich Investment Management Beverly, Massachusetts	$240K	-$23.2K	1	0.11%	Reduced
966	KMC Kirr Marbach & Co Columbus, Indiana	$239K	+$248K	1	0.05%	New
967	Fenimore Asset Management Cobleskill, New York	$238K	$0	1	0.01%	Maintained
968	PCM Perkins Capital Management Wayzata, Minnesota	$238K	+$247K	1	0.17%	New
969	GAM Gemmer Asset Management Walnut Creek, California	$237K	+$13.3K	5	0.08%	Increased
970	CBU CIBC Bank USA Chicago, Illinois	$236K	+$244K	1	0.03%	New
971	HA Hays Advisory Franklin, Tennessee	$236K	-$22.7K	1	0.13%	Reduced
972	Krilogy Financial St. Louis, Missouri	$236K	-$1K	1	0.06%	Reduced
973	SIC Shoker Investment Counsel Oxford, Ohio	$236K	+$244K	1	0.18%	New
974	FCM Flinton Capital Management Philadelphia, Pennsylvania	$234K	+$242K	1	0.01%	New
975	KLWA Kelly Lawrence W & Associates Pasadens, California	$234K	$0	1	0.04%	Maintained