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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
1051	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$71K	+$62.9K	1	0.02%	New
1052	SBL Sargent Bickham Lagudis Boulder, Colorado	$69K	$0	1	0.01%	Maintained
1053	CAL Capital Advisors Ltd Shaker Heights, Ohio	$68K	$0	3	0.02%	Maintained
1054	QAM QCI Asset Management Pittsford, New York	$65K	-$4.1K	1	0.01%	Reduced
1055	BFC Bedel Financial Consulting Indianapolis, Indiana	$62K	+$63.3K	1	0.05%	New
1056	MFW Mosaic Family Wealth St. Louis, Missouri	$62K	+$52.3K	1	0.02%	Increased
1057	TVWM Tower View Wealth Management Shorewood, Wisconsin	$62K	+$20.9K	1	0.06%	Increased
1058	WPA West Paces Advisors Atlanta, Georgia	$60.7K	-$217K	1	0.05%	Reduced
1059	PCM Prelude Capital Management New York	$57K	-$286K	1	0%	Reduced
1060	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$55K	+$246	1	0.04%	Increased
1061	AW Alpha Windward Westwood, Massachusetts	$54K	$0	1	0.03%	Maintained
1062	PCA Peddock Capital Advisors Braintree, Massachusetts	$54K	$0	1	0.03%	Maintained
1063	CHP Cable Hill Partners Portland, Oregon	$53K	-$57.8K	1	0.02%	Reduced
1064	BWA Burt Wealth Advisors North Bethesda, Maryland	$52K	$0	1	0.03%	Maintained
1065	GCM Gables Capital Management Miami, Florida	$51K	+$52.5K	1	0.05%	New
1066	CAC Certified Advisory Corp Altamonte Springs, Florida	$50K	+$50.5K	2	0.03%	Increased
1067	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$48K	+$51.4K	3	0.01%	New
1068	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$47K	+$5.9K	2	0.05%	Increased
1069	BWM Baystate Wealth Management Boston, Massachusetts	$45K	+$574	2	0.01%	Increased
1070	GFP Gryphon Financial Partners Columbus, Ohio	$45K	+$1.03K	2	0.02%	Increased
1071	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$44.4K	-$26.3K	1	0.03%	Reduced
1072	DOA D'Orazio & Associates Falls Church, Virginia	$44K	$0	1	0.02%	Maintained
1073	PW Price Wealth Austin, Texas	$43K	+$42K	1	0.03%	Increased
1074	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$42K	+$42.8K	1	0.02%	New
1075	1832 Asset Management Toronto, Ontario, Canada	$40K	$0	1	0%	Maintained