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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	SG StoneX Group New York	$236K	+$223K	1	0.18%	New
1052	Brinker Capital Investments Berwyn, Pennsylvania	$235K	+$215K	1	0.01%	Increased
1053	KA KLCM Advisors Milwaukee, Wisconsin	$234K	+$221K	1	0.06%	New
1054	MA MANA Advisors New York	$233K	+$221K	1	0.76%	New
1055	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$232K	+$220K	1	0.14%	New
1056	CT Cambridge Trust Cambridge, Massachusetts	$227K	+$216K	1	0.01%	New
1057	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$227K	-$9.99K	1	0.11%	Reduced
1058	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$226K	+$232K	1	0.07%	New
1059	PPP Private Portfolio Partners Paramus, New Jersey	$226K	+$214K	1	0.12%	New
1060	YIA YHB Investment Advisors West Hartford, Connecticut	$223K	-$13.8K	1	0.03%	Reduced
1061	CA Calton & Associates Tampa, Florida	$222K	+$210K	1	0.07%	New
1062	JCM Jacobi Capital Management Pittston, Pennsylvania	$222K	$0	2	0.06%	Maintained
1063	Winton Group London, United Kingdom	$222K	+$211K	1	0%	New
1064	LB Landmark Bank Columbia, Missouri	$221K	+$209K	1	0.15%	New
1065	SIC Shoker Investment Counsel Oxford, Ohio	$221K	+$210K	1	0.16%	New
1066	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$219K	+$207K	1	0.18%	New
1067	WIP Wellesley Investment Partners Wellesley, Massachusetts	$219K	-$57.6K	1	0.08%	Reduced
1068	Brighton Jones LLC Seattle, Washington	$218K	+$206K	1	0.03%	New
1069	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$218K	+$206K	1	0.05%	New
1070	CAM Cozad Asset Management Champaign, Illinois	$217K	$0	1	0.07%	Maintained
1071	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$216K	+$205K	1	0.02%	New
1072	BOTW Bank of the West Monterey Park, California	$215K	+$203K	1	0.03%	New
1073	Level Four Advisory Services Dallas, Texas	$214K	-$219K	1	0.02%	Reduced
1074	LW Linscomb Wealth Houston, Texas	$214K	+$203K	1	0.02%	New
1075	Parallax Volatility Advisers San Francisco, California	$214K	-$154K	1	0%	Reduced