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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	PCG Private Capital Group West Hartford, Connecticut	$416K	+$7.76K	3	0.31%	Increased
1077	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$415K	+$19.2K	1	0.03%	Increased
1078	IIC Ironwood Investment Counsel Scottsdale, Arizona	$415K	+$18K	1	0.12%	Increased
1079	RB Rodgers Brothers Harmony, Pennsylvania	$415K	-$224K	1	0.08%	Reduced
1080	FW FirstPurpose Wealth Orem, Utah	$413K	$0	1	0.28%	Maintained
1081	RIM Regent Investment Management Louisville, Kentucky	$409K	$0	1	0.11%	Maintained
1082	CA Continuum Advisory Eagle, Idaho	$408K	+$979	1	0.07%	Increased
1083	Vise Technologies New York	$406K	+$257K	1	0.16%	Increased
1084	NCM NCM Capital Management Ramsey, New Jersey	$405K	$0	1	0.28%	Maintained
1085	Great Valley Advisor Group Wilmington, Delaware	$404K	+$26K	1	0.02%	Increased
1086	DGAM Desjardins Global Asset Management Montreal, Quebec, Canada	$400K	-$254K	1	0.05%	Reduced
1087	EFS Essex Financial Services Essex, Connecticut	$397K	+$4.9K	1	0.04%	Increased
1088	AlphaCore Capital La Jolla, California	$396K	+$42K	1	0.18%	Increased
1089	VCAM Van Cleef Asset Management Beachwood, Ohio	$395K	-$21K	1	0.07%	Reduced
1090	IFG Advisory Atlanta, Georgia	$394K	-$395K	1	0.04%	Reduced
1091	JIP Jaffetilchin Investment Partners Tampa, Florida	$392K	+$435K	1	0.05%	New
1092	MFG Menard Financial Group Houston, Texas	$392K	-$80.9K	1	0.64%	Reduced
1093	Orion Portfolio Solutions Omaha, Nebraska	$392K	-$33.4K	1	0.02%	Reduced
1094	Valeo Financial Advisors Carmel, Indiana	$392K	+$7.83K	1	0.02%	Increased
1095	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$389K	$0	1	0.16%	Maintained
1096	TF Tompkins Financial Ithaca, New York	$387K	$0	1	0.06%	Maintained
1097	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$386K	$0	1	0.15%	Maintained
1098	SCM SKBA Capital Management San Francisco, California	$386K	-$161K	1	0.08%	Reduced
1099	ADMI Albert D. Mason Inc Boston, Massachusetts	$385K	-$4.06K	1	0.29%	Reduced
1100	IA Insight Advisors Newtown, Pennsylvania	$384K	+$120K	2	0.13%	Increased