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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
976	Ballentine Partners Waltham, Massachusetts	$215K	+$206K	1	0.01%	New
977	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$215K	+$211K	1	0.18%	New
978	BW Bison Wealth Atlanta, Georgia	$214K	-$1.55K	1	0.16%	Reduced
979	CHAM Clear Harbor Asset Management Stamford, Connecticut	$211K	+$202K	1	0.04%	New
980	Diversified Trust Memphis, Tennessee	$209K	-$25.8K	1	0.01%	Reduced
981	Integrated Wealth Concepts Waltham, Massachusetts	$209K	+$198K	1	0.09%	New
982	BWM BigSur Wealth Management Miami, Florida	$208K	$0	1	0.21%	Maintained
983	CDH Charles D. Hyman	$206K	$0	1	0.02%	Maintained
984	QCMC Quantum Capital Management (California) San Francisco, California	$206K	+$197K	1	0.05%	New
985	FC Forte Capital Rochester, New York	$205K	+$203K	1	0.06%	New
986	BPB Badgley, Phelps & Bell Seattle, Washington	$204K	+$195K	1	0.01%	New
987	IWP Icon Wealth Partners Houston, Texas	$204K	+$198K	2	0.1%	New
988	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$203K	-$30.5K	1	0.02%	Reduced
989	Covington Capital Management Los Angeles, California	$203K	$0	2	0.01%	Maintained
990	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$203K	+$200K	1	0.17%	New
991	RTS Round Table Services Westfield, New Jersey	$203K	+$195K	1	0.07%	New
992	Montag & Associates Atlanta, Georgia	$201K	+$197K	1	0.02%	New
993	MCM Murphy Capital Management Bedminster, New Jersey	$201K	+$198K	1	0.03%	New
994	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$200K	$0	1	0.15%	Maintained
995	VCM Vigilant Capital Management Portland, Maine	$200K	+$197K	1	0.03%	New
996	SC SRB Corp Boston, Massachusetts	$195K	$0	1	0.03%	Maintained
997	AssetMark Inc Concord, California	$194K	-$68.5K	5	0%	Reduced
998	CPA Clear Perspective Advisors Aurora, Illinois	$187K	$0	1	0.14%	Maintained
999	RA Rational Advisors Huntington, New York	$174K	-$31.1K	1	0.09%	Reduced
1000	Quadrant Capital Group Cincinnati, Ohio	$169K	+$7.96K	2	0.07%	Increased