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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	Valeo Financial Advisors Carmel, Indiana	$198K	+$53.6K	4	0.02%	Increased
1052	Beutel, Goodman & Co Toronto, Ontario, Canada	$196K	$0	1	0%	Maintained
1053	CFFP Center for Financial Planning Southfied, Michigan	$195K	-$11.5K	2	0.07%	Reduced
1054	CQS Credential Qtrade Securities Vancouver,	$195K	+$56.4K	1	0.03%	Increased
1055	AC Aristides Capital Louisville, Kentucky	$192K	-$869K	1	0.14%	Reduced
1056	FPFS First Personal Financial Services Charlotte, North Carolina	$191K	-$2K	1	0.07%	Reduced
1057	Nicholas Hoffman & Company Atlanta, Georgia	$191K	$0	1	0.06%	Maintained
1058	HRT Financial New York	$190K	-$2.42M	1	0.01%	Reduced
1059	Vanguard Personalized Indexing Management Oakland, California	$190K	+$241K	1	0.11%	New
1060	PHK Point72 Hong Kong Hong Kong	$189K	-$317K	3	0.08%	Reduced
1061	CAM Cozad Asset Management Champaign, Illinois	$187K	-$22.5K	1	0.06%	Reduced
1062	JCM Jacobi Capital Management Pittston, Pennsylvania	$186K	+$12.7K	2	0.04%	Increased
1063	Arax Advisory Partners Denver, Colorado	$185K	-$412K	1	0.04%	Reduced
1064	AssetMark Inc Concord, California	$185K	+$13.3K	1	0%	Increased
1065	Ballentine Partners Waltham, Massachusetts	$185K	-$37.6K	1	0.01%	Reduced
1066	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$178K	+$16.9K	1	0.05%	Increased
1067	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$177K	-$66.4K	1	0.04%	Reduced
1068	MRCM M&R Capital Management Summit, New Jersey	$176K	-$76.1K	2	0.05%	Reduced
1069	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$175K	+$221K	1	0.02%	New
1070	FCA FinTrust Capital Advisors Greenville, South Carolina	$173K	+$92.9K	3	0.08%	Increased
1071	FWSM First Wilshire Securities Management Pasadena, California	$173K	-$7.62K	1	0.1%	Reduced
1072	ACM Argyle Capital Management Center Valley, Pennsylvania	$169K	$0	1	0.08%	Maintained
1073	CAAS Capital Asset Advisory Services Williamston, Michigan	$167K	+$31.5K	1	0.04%	Increased
1074	IFP Advisors Tampa, Florida	$167K	-$209K	3	0.02%	Reduced
1075	PMFA Plante Moran Financial Advisors Southfield, Michigan	$160K	$0	1	0.07%	Maintained