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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
1001	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$290K	+$26.6K	3	0.04%	Increased
1002	AWA Arete Wealth Advisors Chicago, Illinois	$289K	-$12.7K	1	0.06%	Reduced
1003	BAM Blueshift Asset Management Red Bank, New Jersey	$289K	-$523K	1	0.04%	Reduced
1004	PCM Parsons Capital Management Providence, Rhode Island	$281K	$0	1	0.03%	Maintained
1005	PV Private Vista Chicago, Illinois	$280K	$0	1	0.07%	Maintained
1006	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$278K	-$20.8K	1	0.01%	Reduced
1007	CPO Cerity Partners OCIO New York	$277K	+$153	1	0.02%	Increased
1008	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$277K	+$283K	1	0.19%	New
1009	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$275K	+$260K	1	0.12%	New
1010	PWP Private Wealth Partners Mill Valley, California	$275K	$0	1	0.05%	Maintained
1011	RTC Riverview Trust Company Vancouver, Washington	$274K	+$5.56K	2	0.21%	Increased
1012	SCA Sippican Capital Advisors Boston, Massachusetts	$272K	-$19.8K	1	0.32%	Reduced
1013	AC Abbrea Capital Greenbrae, California	$270K	$0	1	0.08%	Maintained
1014	ACM Argyle Capital Management Center Valley, Pennsylvania	$270K	$0	1	0.1%	Maintained
1015	KWMG King Wealth Management Group Naples, Florida	$270K	$0	1	0.08%	Maintained
1016	Marshall Wace North America New York	$270K	+$256K	1	0%	New
1017	MRCM M&R Capital Management Summit, New Jersey	$269K	$0	2	0.06%	Maintained
1018	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$269K	+$275K	1	0.02%	New
1019	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$268K	-$11.2K	1	0.03%	Reduced
1020	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$268K	+$271K	1	0.04%	Increased
1021	Integrated Wealth Concepts Waltham, Massachusetts	$267K	+$253K	1	0.05%	New
1022	SouthState Corp Winter Haven, Florida	$266K	+$251K	1	0.03%	New
1023	Eagle Asset Management St Petersburg, Florida	$265K	+$14.2K	1	0%	Increased
1024	Fayez Sarofim & Co Houston, Texas	$265K	$0	1	0%	Maintained
1025	BWA BDO Wealth Advisors Jacksonville, Florida	$264K	+$38.9K	2	0.08%	Increased