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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
1151	Stratos Wealth Advisors Beachwood, Ohio	$243K	+$229K	1	0.03%	New
1152	Sargent Bickham Lagudis Boulder, Colorado	$242K	-$5.2K	2	0.02%	Reduced
1153	Farmers & Merchants Investments Inc Lincoln, Nebraska	$241K	-$354K	3	0.01%	Reduced
1154	OPA Old Port Advisors Portland, Maine	$240K	+$229K	1	0.1%	New
1155	1ST Source Bank South Bend, Indiana	$238K	$0	1	0.02%	Maintained
1156	AC Aristides Capital Louisville, Kentucky	$238K	+$215K	1	0.08%	New
1157	MONECO Advisors Fairfield, Connecticut	$238K	+$214K	1	0.13%	New
1158	Penobscot Investment Management Boston, Massachusetts	$238K	$0	1	0.04%	Maintained
1159	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$237K	+$180K	1	0.03%	New
1160	Jacobs & Co San Francisco, California	$237K	+$215K	1	0.03%	New
1161	Montag & Associates Atlanta, Georgia	$237K	$0	1	0.01%	Maintained
1162	TNAM Terra Nova Asset Management New York	$237K	+$223K	1	0.24%	New
1163	Abbrea Capital Greenbrae, California	$235K	+$8.42K	1	0.04%	Increased
1164	Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$234K	-$60.5K	1	0.04%	Reduced
1165	FI FormulaFolio Investments Grand Rapids, Michigan	$234K	+$220K	1	0%	New
1166	SCM Spreng Capital Management Bucyrus, Ohio	$234K	+$220K	1	0.18%	New
1167	ACM Argyle Capital Management Center Valley, Pennsylvania	$233K	$0	1	0.09%	Maintained
1168	Legacy Private Trust Neenah, Wisconsin	$233K	+$214K	1	0.02%	New
1169	HBK Sorce Advisory Erie, Pennsylvania	$232K	+$218K	1	0.01%	New
1170	Nachman Norwood & Parrott Greenville, South Carolina	$232K	-$6.98K	1	0.03%	Reduced
1171	Bay Colony Advisors Concord, Massachusetts	$231K	+$220K	1	0.12%	New
1172	CreativeOne Wealth Overland Park, Kansas	$231K	+$217K	1	0.02%	New
1173	GW & Wade Wellesley, Massachusetts	$231K	+$217K	1	0.01%	New
1174	Seizert Capital Partners Birmingham, Michigan	$231K	+$213K	1	0.01%	New
1175	Woodmont Investment Counsel Nashville, Tennessee	$230K	+$216K	1	0.04%	New