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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	OFS OneAscent Financial Services Birmingham, Alabama	$364K	+$389K	1	0.49%	New
1127	Capital Fund Management (CFM) Paris, France	$364K	-$562K	1	0%	Reduced
1128	AG Appleton Group Appleton, Wisconsin	$362K	-$25.9K	1	0.31%	Reduced
1129	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$361K	+$144K	2	0.19%	Increased
1130	LFF Level Four Financial Dallas, Texas	$361K	-$33.4K	1	0.16%	Reduced
1131	Brookstone Capital Management Wheaton, Illinois	$360K	-$3.04K	1	0.01%	Reduced
1132	IFP Advisors Tampa, Florida	$359K	+$33K	3	0.01%	Increased
1133	SAM Silphium Asset Management London, United Kingdom	$358K	+$384K	1	0.14%	New
1134	1SB 1ST Source Bank South Bend, Indiana	$358K	+$96.2K	1	0.02%	Increased
1135	HC Hourglass Capital Houston, Texas	$358K	$0	1	0.1%	Maintained
1136	SMH Sanders Morris Harris Houston, Texas	$358K	$0	1	0.07%	Maintained
1137	TFM TFC Financial Management Boston, Massachusetts	$358K	$0	3	0.12%	Maintained
1138	EP Wealth Advisors Torrance, California	$357K	-$239K	1	0.01%	Reduced
1139	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$356K	+$356K	1	0.1%	New
1140	RE RBC Europe London, United Kingdom	$352K	-$248K	3	0.01%	Reduced
1141	Gofen & Glossberg Chicago, Illinois	$351K	+$376K	1	0.01%	New
1142	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$351K	+$18.5K	1	0.08%	Increased
1143	Diversified Trust Memphis, Tennessee	$349K	+$37.2K	1	0.01%	Increased
1144	MCM Manchester Capital Management Manchester, Vermont	$347K	-$7.3K	3	0.05%	Reduced
1145	PMFA Plante Moran Financial Advisors Southfield, Michigan	$347K	+$9.12K	2	0.08%	Increased
1146	IP Innovative Portfolios Indianapolis, Indiana	$346K	$0	1	0.81%	Maintained
1147	ACM Allred Capital Management Dallas, Texas	$345K	+$32.6K	1	0.18%	Increased
1148	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$344K	+$5.59K	1	0.02%	Increased
1149	Stock Yards Bank & Trust Louisville, Kentucky	$344K	$0	1	0.02%	Maintained
1150	ARG Advisory Resource Group Tulsa, Oklahoma	$343K	-$1.28K	1	0.13%	Reduced