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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	Brookstone Capital Management Wheaton, Illinois	$364K	+$341K	1	0.01%	New
1102	Great Valley Advisor Group Wilmington, Delaware	$364K	$0	1	0.03%	Maintained
1103	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$364K	-$5.76K	1	0.2%	Reduced
1104	IAIM International Assets Investment Management Orlando, Florida	$363K	-$562K	1	0.07%	Reduced
1105	CWP Concord Wealth Partners Abingdon, Virginia	$361K	-$47K	5	0.1%	Reduced
1106	CC Courier Capital Buffalo, New York	$361K	-$24.4K	1	0.03%	Reduced
1107	PAA Peregrine Asset Advisers Portland, Oregon	$360K	+$83.4K	1	0.16%	Increased
1108	SouthState Corp Winter Haven, Florida	$358K	+$19.5K	1	0.03%	Increased
1109	HC Hourglass Capital Houston, Texas	$356K	$0	1	0.08%	Maintained
1110	Mather Group Chicago, Illinois	$356K	+$1.3K	1	0.01%	Increased
1111	SMH Sanders Morris Harris Houston, Texas	$356K	$0	1	0.07%	Maintained
1112	MCM Manchester Capital Management Manchester, Vermont	$352K	-$30.8K	3	0.05%	Reduced
1113	Avidian Wealth Enterprises Houston, Texas	$351K	+$78.8K	1	0.03%	Increased
1114	Hantz Financial Services Southfield, Michigan	$351K	+$342K	1	0.01%	New
1115	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$343K	-$751K	1	0.06%	Reduced
1116	DY Dowling & Yahnke San Diego, California	$343K	+$334K	1	0.02%	New
1117	WI WrapManager Inc Mill Valley, California	$343K	+$76.3K	1	0.09%	Increased
1118	ARG Advisory Resource Group Tulsa, Oklahoma	$342K	+$6.77K	1	0.14%	Increased
1119	FPFS First Personal Financial Services Charlotte, North Carolina	$342K	$0	1	0.09%	Maintained
1120	Stock Yards Bank & Trust Louisville, Kentucky	$342K	-$17.3K	1	0.02%	Reduced
1121	KWMG King Wealth Management Group Naples, Florida	$339K	$0	1	0.07%	Maintained
1122	PMFA Plante Moran Financial Advisors Southfield, Michigan	$336K	-$18K	2	0.08%	Reduced
1123	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$336K	-$7.21K	1	0.02%	Reduced
1124	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$335K	$0	1	0.16%	Maintained
1125	NERM New England Research & Management Chicago, Illinois	$332K	+$327K	1	0.17%	New