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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	Cohen & Steers New York	$325K	+$9.37K	1	0%	Increased
1152	Park National Corp Newark, Ohio	$324K	+$12.4K	1	0.02%	Increased
1153	Summit Trail Advisors New York	$322K	+$15.5K	1	0.02%	Increased
1154	MCA MSH Capital Advisors Scottsdale, Arizona	$322K	$0	1	0.15%	Maintained
1155	Diversified Trust Memphis, Tennessee	$321K	-$187	1	0.01%	Reduced
1156	Ameritas Advisory Services Lincoln, Nebraska	$319K	+$27.1K	1	0.02%	Increased
1157	SWM Sendero Wealth Management San Antonio, Texas	$317K	+$51.1K	1	0.3%	Increased
1158	Prospera Financial Services Dallas, Texas	$316K	-$1.14M	3	0.02%	Reduced
1159	DU Delphia (USA) Toronto, Ontario, Canada	$315K	+$350K	1	0.22%	New
1160	QOP Quinn Opportunity Partners Charlottesville, Virginia	$315K	+$350K	1	0.03%	New
1161	ACM Argyle Capital Management Center Valley, Pennsylvania	$313K	$0	1	0.11%	Maintained
1162	CWA Centennial Wealth Advisory Traverse City, Michigan	$313K	+$152K	1	0.18%	Increased
1163	MCM Mengis Capital Management Portland, Oregon	$313K	+$9.79K	1	0.07%	Increased
1164	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$313K	+$13K	1	0.05%	Increased
1165	SB Sunflower Bank Dallas, Texas	$313K	-$181K	1	0.06%	Reduced
1166	Empirical Wealth Management Seattle, Washington	$312K	-$160K	1	0.02%	Reduced
1167	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$312K	-$3.92K	1	0.01%	Reduced
1168	LC Landaas & Company Milwaukee, Wisconsin	$312K	$0	1	0.19%	Maintained
1169	ACM Alethea Capital Management Mercer Island, Washington	$309K	-$76.9K	1	0.39%	Reduced
1170	MA MONECO Advisors Fairfield, Connecticut	$309K	+$140	1	0.12%	Increased
1171	WBC West Branch Capital Amherst, Massachusetts	$309K	+$25.9K	1	0.18%	Increased
1172	FWTB First Western Trust Bank Denver, Colorado	$308K	-$2.52K	1	0.02%	Reduced
1173	WW Westshore Wealth Newport Beach, California	$307K	+$341K	1	0.2%	New
1174	AG Appleton Group Appleton, Wisconsin	$306K	$0	1	1.78%	Maintained
1175	MCM Monument Capital Management Alexandria, Virginia	$306K	+$9.23K	1	0.12%	Increased