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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	Brighton Jones LLC Seattle, Washington	$332K	+$76.7K	1	0.02%	Increased
1177	Miracle Mile Advisors Los Angeles, California	$332K	$0	1	0.02%	Maintained
1178	Empirical Wealth Management Seattle, Washington	$331K	+$140	1	0.02%	Increased
1179	ACM AUA Capital Management Camp Hill, Pennsylvania	$330K	-$66.7K	1	0.22%	Reduced
1180	ACM Alethea Capital Management Mercer Island, Washington	$327K	$0	1	0.41%	Maintained
1181	Geneos Wealth Management Englewood, Colorado	$327K	-$326K	3	0.02%	Reduced
1182	GL Graypoint LLC Albany, New York	$326K	+$73.6K	1	0.04%	Increased
1183	MA MONECO Advisors Fairfield, Connecticut	$325K	-$1.4K	1	0.13%	Reduced
1184	AG Appleton Group Appleton, Wisconsin	$324K	$0	1	0.92%	Maintained
1185	FWTB First Western Trust Bank Denver, Colorado	$323K	$0	1	0.02%	Maintained
1186	WIA Westbourne Investment Advisors Annapolis, Maryland	$323K	+$21K	1	0.17%	Increased
1187	SB Strategic Blueprint Atlanta, Georgia	$321K	+$33.3K	1	0.04%	Increased
1188	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$321K	$0	1	0.24%	Maintained
1189	CT Columbia Trust Portland, Oregon	$320K	$0	1	0.18%	Maintained
1190	HC Hourglass Capital Houston, Texas	$320K	$0	1	0.12%	Maintained
1191	SMH Sanders Morris Harris Houston, Texas	$320K	$0	1	0.08%	Maintained
1192	WBC West Branch Capital Amherst, Massachusetts	$320K	-$7K	1	0.2%	Reduced
1193	CAM Cozad Asset Management Champaign, Illinois	$319K	-$315K	1	0.05%	Reduced
1194	ONST Old North State Trust Greensboro, North Carolina	$317K	+$344K	2	0.27%	Increased
1195	SEC Seven Eight Capital New York	$317K	-$875K	1	0.06%	Reduced
1196	DA DCM Advisors New York	$316K	+$100K	1	0.16%	Increased
1197	ACM Argyle Capital Management Center Valley, Pennsylvania	$316K	$0	1	0.12%	Maintained
1198	FFA First Foundation Advisors Irvine, California	$314K	+$72.2K	1	0.02%	Increased
1199	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$314K	-$6.86K	1	0.07%	Reduced
1200	AGP Autumn Glory Partners Dallas, Texas	$313K	+$328K	1	0.21%	New