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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	FC FORA Capital Miami, Florida	$358K	-$2.73M	1	0.07%	Reduced
1152	Bogart Wealth LLC Mclean, Virginia	$357K	-$4.48K	1	0.03%	Reduced
1153	1W 1776 Wealth Atlanta, Georgia	$356K	$0	1	0.27%	Maintained
1154	PAM Premier Asset Management Chicago, Illinois	$355K	-$219K	1	0.37%	Reduced
1155	1SB 1ST Source Bank South Bend, Indiana	$354K	+$36.1K	1	0.03%	Increased
1156	SCM SKBA Capital Management San Francisco, California	$354K	-$36.8K	1	0.08%	Reduced
1157	WDL Well Done LLC Holland, Michigan	$354K	-$23.9K	1	0.09%	Reduced
1158	AT Arvest Trust Bartlesville, Oklahoma	$353K	+$371K	1	0.02%	New
1159	BWM BigSur Wealth Management Miami, Florida	$352K	$0	1	0.18%	Maintained
1160	CFS CRA Financial Services Northfield, New Jersey	$352K	$0	1	0.13%	Maintained
1161	Level Four Advisory Services Dallas, Texas	$352K	-$346K	1	0.03%	Reduced
1162	OR Olympiad Research Stamford, Connecticut	$351K	+$64.1K	1	0.19%	Increased
1163	IA Insight Advisors Newtown, Pennsylvania	$350K	$0	2	0.14%	Maintained
1164	Caption Management Oklahoma City, Oklahoma	$348K	+$368K	1	0%	New
1165	ARG Advisory Resource Group Tulsa, Oklahoma	$345K	-$209K	1	0.11%	Reduced
1166	Pallas Capital Advisors Braintree, Massachusetts	$344K	+$3.22K	1	0.04%	Increased
1167	SIMG Sonora Investment Management Group Tucson, Arizona	$343K	$0	1	0.04%	Maintained
1168	NL NWAM LLC Mercer Island, Washington	$342K	-$217K	1	0.03%	Reduced
1169	Ossiam Paris, France	$340K	+$357K	1	0.01%	New
1170	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$339K	+$16K	1	0.43%	Increased
1171	MCM Mengis Capital Management Portland, Oregon	$339K	+$8.39K	1	0.08%	Increased
1172	MA Mutual Advisors Omaha, Nebraska	$338K	-$48K	1	0.02%	Reduced
1173	ACM Allred Capital Management Dallas, Texas	$337K	+$89.4K	1	0.21%	Increased
1174	LC Landaas & Company Milwaukee, Wisconsin	$335K	+$4.76K	1	0.21%	Increased
1175	Park National Corp Newark, Ohio	$334K	-$10.6K	1	0.02%	Reduced