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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	BDF Balasa Dinverno & Foltz	$264K	-$1.47K	1	0.02%	Reduced
1127	CPC Congress Park Capital Saratoga Springs, New York	$264K	-$56.5K	1	0.16%	Reduced
1128	SIM SSI Investment Management Los Angeles, California	$264K	-$226	1	0.02%	Reduced
1129	TIA Tiemann Investment Advisors Menlo Park, California	$263K	$0	1	0.14%	Maintained
1130	SRSA S.R. Schill & Associates Mercer Island, Washington	$262K	+$246K	1	0.12%	New
1131	EI Ellevest Inc New York	$261K	+$81.9K	3	0.04%	Increased
1132	Verition Fund Management Greenwich, Connecticut	$258K	-$682K	1	0%	Reduced
1133	WMC Westwood Management Corporation Chicago, Illinois	$258K	+$243K	1	0.02%	New
1134	FEM Fulcrum Equity Management Plano, Texas	$257K	-$19.7K	1	0.1%	Reduced
1135	HCA Horan Capital Advisors Cincinnati, Ohio	$256K	-$9K	1	0.13%	Reduced
1136	PMFA Plante Moran Financial Advisors Southfield, Michigan	$256K	+$4.75K	2	0.08%	Increased
1137	Prospera Financial Services Dallas, Texas	$256K	+$67.7K	1	0.02%	Increased
1138	RE RBC Europe London, United Kingdom	$256K	+$79.9K	3	0.01%	Increased
1139	BP BBR Partners New York	$254K	+$239K	1	0.02%	New
1140	JSC Jackson Square Capital San Francisco, California	$253K	+$1.47K	1	0.1%	Increased
1141	FAIM Financial Advocates Investment Management Olympia, Washington	$252K	+$339	1	0.02%	Increased
1142	GWS Glassman Wealth Services Vienna, Virginia	$252K	+$44.2K	3	0.06%	Increased
1143	HFG Heron Financial Group New York	$252K	$0	1	0.17%	Maintained
1144	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$249K	+$1.24K	1	0.19%	Increased
1145	CT Columbia Trust Portland, Oregon	$246K	+$232K	1	0.17%	New
1146	CB Community Bank Dewitt, New York	$246K	-$4K	1	0.03%	Reduced
1147	NRS Neville Rodie & Shaw New York	$246K	-$429K	1	0.02%	Reduced
1148	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$246K	+$231K	1	0.21%	New
1149	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$244K	+$230K	1	0.68%	New
1150	AHB Abner Herrman & Brock Jersey City, New Jersey	$243K	+$228K	1	0.04%	New