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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
1176	Smith Salley Wealth Management Greensboro, North Carolina	$8.37M	-$305K	2	0.36%	Reduced
1177	BCA Bay Colony Advisors Concord, Massachusetts	$8.36M	-$117K	4	0.93%	Reduced
1178	MCM Mitchell Capital Management Leawood, Kansas	$8.35M	+$27.6K	1	1.27%	Increased
1179	GFG Genesis Financial Group Paramus, New Jersey	$8.34M	-$1.65M	1	5.43%	Reduced
1180	IAIM International Assets Investment Management Orlando, Florida	$8.33M	+$632K	5	0.5%	Increased
1181	PCR Potrero Capital Research San Francisco, California	$8.32M	-$2.04M	1	4.63%	Reduced
1182	Conestoga Capital Advisors Wayne, Pennsylvania	$8.32M	+$6.8M	1	0.18%	New
1183	Hillsdale Investment Management Toronto, Ontario, Canada	$8.31M	+$4.61M	1	0.19%	Increased
1184	IB Intrust Bank Wichita, Kansas	$8.28M	-$155K	4	0.61%	Reduced
1185	SOAMC Spirit of America Management Corp Syosset, New York	$8.26M	+$592K	1	1.56%	Increased
1186	ISB Iowa State Bank Urbandale, Iowa	$8.26M	+$39.1K	1	1.38%	Increased
1187	WFC Western Financial Corp San Diego, California	$8.22M	+$4.26M	1	2.41%	Increased
1188	IECM Intrinsic Edge Capital Management Chicago, Illinois	$8.21M	$0	1	0.85%	Maintained
1189	CreativeOne Wealth Overland Park, Kansas	$8.19M	+$969K	4	0.18%	Increased
1190	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$8.16M	+$1.74M	4	0.23%	Increased
1191	PGA Portland Global Advisors Portland, Maine	$8.14M	+$1.09M	2	0.77%	Increased
1192	CWA Asset Management Group Naples, Florida	$8.12M	+$27.5K	2	0.25%	Increased
1193	MCCP Mission Creek Capital Partners San Francisco, California	$8.11M	+$735K	2	1.43%	Increased
1194	GF Goodman Financial Houston, Texas	$8.1M	+$7.67M	1	1.25%	New
1195	NS NBC Securities Birmingham, Alabama	$8.07M	-$755K	4	0.55%	Reduced
1196	LNB Ledyard National Bank	$8.06M	-$531K	2	0.65%	Reduced
1197	TP TritonPoint Partners Chevy Chase, Maryland	$8.05M	+$5.38M	2	0.67%	Increased
1198	HT Heritage Trust Oklahoma City, Oklahoma	$8.03M	+$1.43M	2	0.7%	Increased
1199	LCM Legato Capital Management San Francisco, California	$8.03M	-$1.02M	4	0.67%	Reduced
1200	FWP FAS Wealth Partners Leawood, Kansas	$8.02M	+$550K	2	0.42%	Increased