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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	CIM Contravisory Investment Management Norwell, Massachusetts	$761K	+$175K	2	0.19%	Increased
1177	BC Bridgefront Capital Austin, Texas	$759K	-$483K	1	0.57%	Reduced
1178	LWM Laidlaw Wealth Management New York City, New York	$756K	+$1.99K	1	0.27%	Increased
1179	Mayflower Financial Advisors Boston, Massachusetts	$756K	+$51.7K	1	0.1%	Increased
1180	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$753K	$0	1	0.05%	Maintained
1181	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$753K	-$14.4K	1	0.14%	Reduced
1182	LSA Lion Street Advisors Austin, Texas	$752K	-$509K	1	0.31%	Reduced
1183	Avior Wealth Management Omaha, Nebraska	$752K	+$158K	2	0.05%	Increased
1184	DAC Dividend Assets Capital Ridgeland, South Carolina	$750K	-$382K	2	0.15%	Reduced
1185	DI Diligent Investors Redlands, California	$747K	-$48.6K	1	0.21%	Reduced
1186	CA Carson Advisory Athens, Georgia	$746K	-$46.6K	1	0.58%	Reduced
1187	Abbrea Capital Greenbrae, California	$740K	$0	2	0.11%	Maintained
1188	Fractal Investments Glastonbury, Connecticut	$738K	-$700K	1	0.15%	Reduced
1189	Natixis Investment Managers International Paris, France	$736K	-$20.5K	1	0.05%	Reduced
1190	SevenBridge Financial Group Harrisburg, Pennsylvania	$731K	-$12.4K	1	0.17%	Reduced
1191	PWM Palumbo Wealth Management Great Neck, New York	$730K	-$4.64K	1	0.37%	Reduced
1192	CGL Clarius Group LLC Seattle, Washington	$730K	-$57.6K	1	0.06%	Reduced
1193	Tompkins Financial Ithaca, New York	$730K	$0	1	0.09%	Maintained
1194	ADMI Albert D. Mason Inc Boston, Massachusetts	$729K	-$3.09K	1	0.48%	Reduced
1195	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$727K	+$484K	3	0.04%	Increased
1196	V ViaWealth Leawood, Kansas	$727K	$0	1	0.5%	Maintained
1197	Sabal Trust St. Petersburg, Florida	$724K	+$664K	1	0.04%	New
1198	Belpointe Asset Management Reno, Nevada	$724K	-$29.8K	1	0.06%	Reduced
1199	Morningstar Investment Management Chicago, Illinois	$723K	+$13K	1	0.08%	Increased
1200	JWM Janiczek Wealth Management Denver, Colorado	$721K	-$4.64K	2	0.17%	Reduced