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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	SJIC St. James Investment Company Southlake, Texas	$193K	+$198K	1	0.02%	New
1102	BFA Benedict Financial Advisors Atlanta, Georgia	$189K	$0	1	0.08%	Maintained
1103	HCA Horan Capital Advisors Cincinnati, Ohio	$188K	+$178K	2	0.12%	New
1104	SBL Sargent Bickham Lagudis Boulder, Colorado	$188K	-$28.1K	1	0.02%	Reduced
1105	PHK Point72 Hong Kong Hong Kong	$187K	+$111K	2	0.07%	Increased
1106	FPS Fieldpoint Private Securities Greenwich, Connecticut	$184K	$0	1	0.08%	Maintained
1107	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$182K	+$111K	2	0.07%	Increased
1108	VCM Vigilant Capital Management Portland, Maine	$172K	-$76K	1	0.02%	Reduced
1109	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$167K	+$172K	1	0.01%	New
1110	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$165K	$0	1	0.14%	Maintained
1111	SMG Spectrum Management Group Indianapolis, Indiana	$161K	$0	1	0.05%	Maintained
1112	RIA Regal Investment Advisors Kentwood, Michigan	$160K	-$34.2K	1	0.03%	Reduced
1113	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$159K	-$42.2K	2	0%	Reduced
1114	Global Retirement Partners San Rafael, California	$156K	+$40K	3	0.04%	Increased
1115	CCM Concourse Capital Management Atlanta, Georgia	$155K	+$164K	1	0.16%	New
1116	LHC Little House Capital Braintree, Massachusetts	$151K	+$144K	2	0.11%	New
1117	TC Truvestments Capital Sarasota, Florida	$150K	+$142K	3	0.12%	New
1118	LC Lindbrook Capital Calabasas, California	$148K	+$17.4K	4	0.06%	Increased
1119	PGA Premia Global Advisors Coral Gables, Florida	$148K	+$152K	1	0.15%	New
1120	RFA Reilly Financial Advisors La Mesa, California	$144K	-$77	3	0.02%	Reduced
1121	AssetMark Inc Concord, California	$142K	+$11.2K	2	0%	Increased
1122	FWM Focused Wealth Management Newburgh, New York	$141K	$0	2	0.04%	Maintained
1123	IWP Icon Wealth Partners Houston, Texas	$139K	+$138K	2	0.05%	New
1124	DTL Dynamic Technology Lab Singapore	$138K	+$146K	1	0.02%	New
1125	Penserra Capital Management Orinda, California	$138K	+$92K	1	0.01%	Increased