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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
1026	EARNEST Partners Atlanta, Georgia	$482K	-$100K	3	0%	Reduced
1027	ACM AUA Capital Management Camp Hill, Pennsylvania	$480K	+$721	2	0.3%	Increased
1028	CAM Covenant Asset Management Chester, New Jersey	$480K	+$65.9K	1	0.14%	Increased
1029	GTCM Gyon Technologies Capital Management Denville, New Jersey	$480K	-$1.2M	1	0.16%	Reduced
1030	HT Heritage Trust Oklahoma City, Oklahoma	$479K	-$21.8K	1	0.07%	Reduced
1031	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$478K	+$465K	1	0.12%	New
1032	Brown Brothers Harriman & Co New York	$477K	+$63.7K	3	0%	Increased
1033	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$474K	$0	1	0.11%	Maintained
1034	PFC Poplar Forest Capital Pasadena, California	$474K	-$75.5K	1	0.05%	Reduced
1035	HIA Harbor Investment Advisory Lutherville, Maryland	$473K	-$13.4K	3	0.06%	Reduced
1036	Nicholas Hoffman & Company Atlanta, Georgia	$470K	$0	1	0.08%	Maintained
1037	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$468K	$0	1	0.03%	Maintained
1038	KA Kovack Advisors Ft. Lauderdale, Florida	$468K	+$86.6K	1	0.05%	Increased
1039	LWM Laidlaw Wealth Management New York City, New York	$467K	+$48.7K	1	0.12%	Increased
1040	ADMI Albert D. Mason Inc Boston, Massachusetts	$464K	-$11.5K	1	0.28%	Reduced
1041	AWC Abundance Wealth Counselors State College, Pennsylvania	$463K	+$238K	1	0.12%	Increased
1042	WA Wealth Alliance Mellville, New York	$463K	+$42.8K	1	0.11%	Increased
1043	Cooke & Bieler Philadelphia, Pennsylvania	$461K	-$1.36M	1	0%	Reduced
1044	GWM Greenwich Wealth Management Greenwich, Connecticut	$460K	$0	1	0.04%	Maintained
1045	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$458K	$0	1	0.04%	Maintained
1046	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$458K	-$2.54K	2	0.06%	Reduced
1047	LW Linscomb Wealth Houston, Texas	$456K	+$14.3K	1	0.02%	Increased
1048	FFA Founders Financial Alliance Raleigh, North Carolina	$454K	+$36.9K	1	0.21%	Increased
1049	Ossiam Paris, France	$451K	+$280K	1	0.01%	Increased
1050	WPC Waters Parkerson & Co New Orleans, Louisiana	$451K	$0	1	0.03%	Maintained