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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
1126	AC Addison Capital Conshohocken, Pennsylvania	$230K	+$209K	1	0.15%	New
1127	ACG Allen Capital Group Grand Island, Nebraska	$230K	+$216K	1	0.06%	New
1128	SIG Schaller Investment Group Winston Salem, North Carolina	$230K	$0	1	0.24%	Maintained
1129	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$229K	-$2.09M	1	0.05%	Reduced
1130	PP PagnatoKarp Partners Reston, Virginia	$229K	-$336K	1	0.04%	Reduced
1131	LC Landaas & Company Milwaukee, Wisconsin	$228K	+$214K	1	0.16%	New
1132	SCA Sippican Capital Advisors Boston, Massachusetts	$227K	+$213K	1	0.25%	New
1133	TIA Tiemann Investment Advisors Menlo Park, California	$226K	+$201K	1	0.15%	New
1134	CIC Chase Investment Counsel Charlottesville, Virginia	$225K	+$211K	1	0.11%	New
1135	GJIC Gamble Jones Investment Counsel Pasadena, California	$224K	+$210K	1	0.02%	New
1136	OI Oakbrook Investments Lisle, Illinois	$224K	+$203K	1	0.05%	New
1137	WIP Wellesley Investment Partners Wellesley, Massachusetts	$224K	+$211K	1	0.07%	New
1138	TW TrinityPoint Wealth Milford, Connecticut	$223K	-$1.95K	1	0.08%	Reduced
1139	CFG Cooper Financial Group Irvine, California	$222K	+$208K	1	0.09%	New
1140	CGL Clarius Group LLC Seattle, Washington	$221K	+$209K	1	0.04%	New
1141	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$221K	$0	1	0.32%	Maintained
1142	Bailard Foster City, California	$220K	+$206K	1	0.01%	New
1143	Great Valley Advisor Group Wilmington, Delaware	$220K	+$206K	1	0.05%	New
1144	HCA Horan Capital Advisors Cincinnati, Ohio	$220K	+$3.11K	2	0.13%	Increased
1145	CST Charles Schwab Trust Henderson, Nevada	$219K	+$206K	1	0.09%	New
1146	SC Steph & Co Marinette, Wisconsin	$217K	+$203K	1	0.18%	New
1147	JCM Jacobi Capital Management Pittston, Pennsylvania	$214K	+$25.5K	2	0.04%	Increased
1148	PC Port Capital Chicago, Illinois	$213K	-$246K	1	0.02%	Reduced
1149	AssetMark Inc Concord, California	$212K	+$32.5K	2	0%	Increased
1150	SC Slow Capital Greenbrae, California	$211K	+$198K	1	0.07%	New