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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
1076	RIG Roosevelt Investment Group New York	$217K	$0	1	0.03%	Maintained
1077	SCP Syntal Capital Partners Midland, Texas	$217K	+$211K	1	0.05%	New
1078	AG Appleton Group Appleton, Wisconsin	$216K	$0	1	0.24%	Maintained
1079	RCM RB Capital Management Reno, Nevada	$215K	+$1.29K	1	0.16%	Increased
1080	GJIC Gamble Jones Investment Counsel Pasadena, California	$214K	$0	1	0.02%	Maintained
1081	HIM Hotaling Investment Management Wayne, Pennsylvania	$213K	-$7.45K	1	0.14%	Reduced
1082	Nicholas Hoffman & Company Atlanta, Georgia	$213K	-$7.79K	1	0.07%	Reduced
1083	SIA Strategic Investment Advisors Farmington Hills, Michigan	$213K	+$207K	1	0.12%	New
1084	JCM Jacobi Capital Management Pittston, Pennsylvania	$212K	-$16.1K	2	0.04%	Reduced
1085	1WA 180 Wealth Advisors Federal Way, Washington	$210K	-$89.8K	1	0.09%	Reduced
1086	FFG Fortem Financial Group Palm Desert, California	$210K	+$204K	1	0.21%	New
1087	IIC Ironwood Investment Counsel Scottsdale, Arizona	$210K	+$204K	1	0.08%	New
1088	GAM GQ Asset Management New York City, New York	$209K	$0	1	0.12%	Maintained
1089	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$209K	-$14.3K	1	0.02%	Reduced
1090	SCA Sippican Capital Advisors Boston, Massachusetts	$209K	-$70.4K	1	0.25%	Reduced
1091	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$208K	+$202K	1	0.05%	New
1092	WDL Well Done LLC Holland, Michigan	$208K	+$202K	1	0.05%	New
1093	FPS Fieldpoint Private Securities Greenwich, Connecticut	$207K	+$13.5K	4	0.06%	Increased
1094	SIM SSI Investment Management Los Angeles, California	$206K	-$809	1	0.02%	Reduced
1095	Point72 Asset Management Stamford, Connecticut	$204K	-$3.86M	3	0%	Reduced
1096	SWA Stratos Wealth Advisors Beachwood, Ohio	$204K	+$199K	1	0.08%	New
1097	ACG Allen Capital Group Grand Island, Nebraska	$202K	+$197K	1	0.07%	New
1098	BOTW Bank of the West Monterey Park, California	$202K	-$19.5K	1	0.02%	Reduced
1099	SIG Schaller Investment Group Winston Salem, North Carolina	$202K	+$197K	1	0.16%	New
1100	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$200K	+$19.2K	2	0.06%	Increased