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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
1101	Global Retirement Partners San Rafael, California	$105K	-$4.42K	3	0.02%	Reduced
1102	VCM Versant Capital Management Phoenix, Arizona	$105K	-$1.08K	4	0.04%	Reduced
1103	Prime Capital Investment Advisors Overland Park, Kansas	$104K	$0	1	0.03%	Maintained
1104	WB Webster Bank Waterbury, Connecticut	$101K	+$2.94K	2	0.01%	Increased
1105	JA JOYN Advisors Atlanta, Georgia	$100K	-$88	4	0.02%	Reduced
1106	Luther King Capital Management (LKCM) Fort Worth, Texas	$97K	$0	1	0%	Maintained
1107	KA Kaizen Advisory Wheaton, Illinois	$96K	$0	1	0.05%	Maintained
1108	NEAM New England Asset Management Farmington, Connecticut	$95K	$0	1	0%	Maintained
1109	TFS TrustCore Financial Services Brentwood, Tennessee	$95K	-$2.89K	2	0.03%	Reduced
1110	GP Girard Partners King Of Prussia, Pennsylvania	$93K	+$89.3K	3	0.02%	New
1111	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$91K	$0	1	0.09%	Maintained
1112	CCM Concourse Capital Management Atlanta, Georgia	$90K	$0	1	0.05%	Maintained
1113	OC Oakworth Capital Birmingham, Alabama	$89K	-$245	2	0.02%	Reduced
1114	AIM Alambic Investment Management Belvedere, California	$87K	+$74.6K	1	0.07%	New
1115	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$87K	$0	1	0.01%	Maintained
1116	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$85K	+$83.4K	3	0.05%	New
1117	CCM Cribstone Capital Management Augusta, Maine	$82K	+$28K	3	0.04%	Increased
1118	TVWM Tower View Wealth Management Shorewood, Wisconsin	$81K	+$3.27K	1	0.07%	Increased
1119	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$80K	$0	1	0.08%	Maintained
1120	SNT Security National Trust Wheeling, West Virginia	$80K	-$12.3K	1	0.03%	Reduced
1121	HT Heritage Trust Oklahoma City, Oklahoma	$79K	$0	1	0.03%	Maintained
1122	CB CNB Bank Clearfield, Pennsylvania	$75K	-$16.4K	2	0.04%	Reduced
1123	SSB Sandy Spring Bank Olney, Maryland	$75K	-$58K	1	0.01%	Reduced
1124	SBL Sargent Bickham Lagudis Boulder, Colorado	$75K	$0	1	0.01%	Maintained
1125	CAL Capital Advisors Ltd Shaker Heights, Ohio	$73K	$0	3	0.02%	Maintained