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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	CT Columbia Trust Portland, Oregon	$303K	+$47.1K	1	0.16%	Increased
1177	OCM Orion Capital Management Coronado, California	$303K	+$323K	2	0.23%	Increased
1178	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$303K	$0	1	0.06%	Maintained
1179	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$303K	+$3.5K	1	0.2%	Increased
1180	WTB Washington Trust Bank Spokane, Washington	$303K	$0	1	0.04%	Maintained
1181	1SB 1ST Source Bank South Bend, Indiana	$302K	+$2.8K	1	0.02%	Increased
1182	HA Harfst & Associates Sheridan, Wyoming	$302K	+$17.8K	1	0.09%	Increased
1183	HC Hourglass Capital Houston, Texas	$302K	$0	1	0.11%	Maintained
1184	LSPW Lake Street Private Wealth Chicago, Illinois	$302K	-$22.4K	1	0.06%	Reduced
1185	SMH Sanders Morris Harris Houston, Texas	$302K	$0	1	0.07%	Maintained
1186	OneDigital Investment Advisors Overland Park, Kansas	$301K	+$10.9K	1	0.01%	Increased
1187	Pallas Capital Advisors Braintree, Massachusetts	$301K	-$5.88K	1	0.04%	Reduced
1188	AIM Aigen Investment Management New York	$300K	+$6.37K	1	0.05%	Increased
1189	WAM Wakefield Asset Management Englewood, Colorado	$296K	+$21.8K	1	0.13%	Increased
1190	Avior Wealth Management Omaha, Nebraska	$295K	+$205	3	0.03%	Increased
1191	FB First Bancorp Damariscotta, Maine	$295K	-$26.7K	1	0.28%	Reduced
1192	SGA Strategic Global Advisors Newport Beach, California	$293K	+$123K	1	0.04%	Increased
1193	CT Chicago Trust Grayslake, Illinois	$292K	-$471K	1	0.07%	Reduced
1194	EARNEST Partners Atlanta, Georgia	$291K	+$3.83K	3	0%	Increased
1195	ESCM Echo Street Capital Management New York	$291K	+$323K	1	0%	New
1196	Gofen & Glossberg Chicago, Illinois	$291K	-$9.37K	1	0.01%	Reduced
1197	BFG Barber Financial Group Lenexa, Kansas	$290K	+$1.4K	1	0.05%	Increased
1198	Nicholas Hoffman & Company Atlanta, Georgia	$290K	-$18.5K	1	0.01%	Reduced
1199	CWA Asset Management Group Naples, Florida	$288K	+$8.95K	1	0.03%	Increased
1200	H HoyleCohen San Diego, California	$288K	$0	1	0.03%	Maintained