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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	AIM Alhambra Investment Management Palmetto Bay, Florida	$414K	+$1.44K	1	0.31%	Increased
1077	PPP Private Portfolio Partners Paramus, New Jersey	$413K	$0	1	0.12%	Maintained
1078	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$412K	+$4.61K	1	0.14%	Increased
1079	WI Wedgewood Investors Erie, Pennsylvania	$412K	-$72.1K	1	0.52%	Reduced
1080	FF FourThought Financial Venice, Florida	$411K	+$15.6K	3	0.06%	Increased
1081	RCM RB Capital Management Reno, Nevada	$411K	+$32K	1	0.16%	Increased
1082	WBC West Branch Capital Amherst, Massachusetts	$411K	$0	1	0.2%	Maintained
1083	ONST Old North State Trust Greensboro, North Carolina	$407K	$0	2	0.31%	Maintained
1084	EI Ellevest Inc New York	$403K	+$91.7K	4	0.04%	Increased
1085	1W 1776 Wealth Atlanta, Georgia	$402K	+$5.48K	1	0.23%	Increased
1086	FEM Fulcrum Equity Management Plano, Texas	$401K	+$65.3K	1	0.15%	Increased
1087	Bogart Wealth LLC Mclean, Virginia	$397K	-$29K	1	0.04%	Reduced
1088	WI Wintrust Investments Chicago, Illinois	$397K	+$386K	1	0.04%	New
1089	ACS Archford Capital Strategies Swansea, Illinois	$394K	+$383K	1	0.1%	New
1090	BWM BigSur Wealth Management Miami, Florida	$391K	$0	1	0.18%	Maintained
1091	LFF Level Four Financial Dallas, Texas	$389K	-$42.2K	1	0.16%	Reduced
1092	AG Appleton Group Appleton, Wisconsin	$384K	$0	1	0.29%	Maintained
1093	SC Steph & Co Marinette, Wisconsin	$381K	+$21K	1	0.25%	Increased
1094	LB Leo Brokerage Hurst, Texas	$378K	+$7.93K	1	0.08%	Increased
1095	Cohen & Steers New York	$377K	$0	1	0%	Maintained
1096	Douglass Winthrop Advisors New York	$374K	+$45K	1	0.01%	Increased
1097	BOM Bank of Marin Novato, California	$371K	$0	1	0.27%	Maintained
1098	LC Landaas & Company Milwaukee, Wisconsin	$367K	+$1.15K	1	0.21%	Increased
1099	Moneta Group Investment Advisors St Louis, Missouri	$367K	-$11K	1	0.02%	Reduced
1100	JSC Jackson Square Capital San Francisco, California	$365K	+$54.6K	1	0.12%	Increased