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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	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$666K	+$621K	1	0.03%	Increased
952	GAMC Garner Asset Management Corp Plano, Texas	$664K	-$123K	1	0.34%	Reduced
953	TC Telemus Capital Southfield, Michigan	$664K	+$9.65K	1	0.07%	Increased
954	FL Fort LP Chevy Chase, Maryland	$659K	-$390K	2	0.82%	Reduced
955	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$658K	+$10.9K	1	0.53%	Increased
956	AC Arjuna Capital Durham, North Carolina	$656K	+$63.9K	1	0.32%	Increased
957	Stonegate Investment Group Birmingham, Alabama	$656K	+$28.8K	1	0.03%	Increased
958	CI Cigna Investments Bloomfield, Connecticut	$652K	+$174K	1	0.14%	Increased
959	VI Versor Investments New York	$647K	+$684K	1	0.04%	New
960	LIM Leavell Investment Management Mobile, Alabama	$646K	$0	1	0.05%	Maintained
961	CK Cohen Klingenstein New York	$642K	$0	1	0.03%	Maintained
962	EI Ellevest Inc New York	$640K	+$138K	3	0.06%	Increased
963	TNB Thomasville National Bank Thomasville, Georgia	$640K	+$979	1	0.08%	Increased
964	SAM Sycomore Asset Management Paris, France	$637K	+$504K	1	0.18%	Increased
965	PPG Peak Planning Group Centennial, Colorado	$636K	+$13.9K	1	0.59%	Increased
966	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$634K	-$858K	1	0.14%	Reduced
967	OLA Oliver Luxxe Assets Gladstone, New Jersey	$634K	+$15.7K	1	0.2%	Increased
968	Dakota Wealth Management Palm Beach Gardens, Florida	$633K	+$29.9K	1	0.05%	Increased
969	IHT Wealth Management Chicago, Illinois	$633K	+$181K	1	0.05%	Increased
970	Waratah Capital Advisors Toronto, Ontario, Canada	$633K	+$664K	1	0.01%	New
971	MCC Malaga Cove Capital Pv Estates, California	$630K	+$5.62K	1	0.36%	Increased
972	CreativeOne Wealth Overland Park, Kansas	$629K	+$11.1K	1	0.04%	Increased
973	MIM MTM Investment Management Spartanburg, South Carolina	$629K	+$250K	1	0.36%	Increased
974	CGA Crescent Grove Advisors Lake Forest, Illinois	$627K	+$140	1	0.07%	Increased
975	ZF Zhang Financial Portage, Michigan	$627K	$0	1	0.09%	Maintained