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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	SIC Shoker Investment Counsel Oxford, Ohio	$255K	-$5.15K	1	0.17%	Reduced
1102	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$254K	+$238K	1	0.07%	New
1103	Cohen & Steers New York	$253K	$0	1	0%	Maintained
1104	IIC Ironwood Investment Counsel Scottsdale, Arizona	$251K	+$11K	1	0.09%	Increased
1105	BWM BigSur Wealth Management Miami, Florida	$250K	$0	1	0.14%	Maintained
1106	BAS Brown Advisory Securities Baltimore, Maryland	$250K	+$234K	1	0.06%	New
1107	CFFP Center for Financial Planning Southfied, Michigan	$249K	+$233K	1	0.06%	New
1108	IHT Wealth Management Chicago, Illinois	$249K	-$799	1	0.03%	Reduced
1109	SouthState Corp Winter Haven, Florida	$249K	+$233K	1	0.03%	New
1110	Advisory Alpha Holland, Michigan	$249K	+$215K	3	0.06%	Increased
1111	RCM RB Capital Management Reno, Nevada	$246K	-$1.33K	1	0.14%	Reduced
1112	AG Appleton Group Appleton, Wisconsin	$245K	$0	1	0.31%	Maintained
1113	Evercore Wealth Management New York	$242K	-$38.1K	1	0.01%	Reduced
1114	RIG Roosevelt Investment Group New York	$241K	$0	1	0.02%	Maintained
1115	Beutel, Goodman & Co Toronto, Ontario, Canada	$239K	-$79.3K	1	0%	Reduced
1116	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$239K	-$19.2K	3	0.07%	Reduced
1117	LPT Legacy Private Trust Neenah, Wisconsin	$238K	+$228K	1	0.02%	New
1118	TC Tatro Capital Lexington, Kentucky	$238K	+$223K	1	0.21%	New
1119	BOTW Bank of the West Monterey Park, California	$237K	$0	1	0.03%	Maintained
1120	CAAS Capital Asset Advisory Services Williamston, Michigan	$237K	+$204K	1	0.06%	New
1121	WDL Well Done LLC Holland, Michigan	$236K	$0	1	0.05%	Maintained
1122	LFA Landmark Financial Advisors Bowling Green, Kentucky	$235K	+$214K	1	0.14%	New
1123	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$235K	-$1.24M	1	0.04%	Reduced
1124	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$233K	-$4.44K	1	0.02%	Reduced
1125	SIM SSI Investment Management Los Angeles, California	$233K	-$710	1	0.02%	Reduced