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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
1201	FB First Bancorp Damariscotta, Maine	$312K	$0	1	0.28%	Maintained
1202	WW Westshore Wealth Newport Beach, California	$312K	-$14K	1	0.21%	Reduced
1203	Diversified Trust Memphis, Tennessee	$309K	$0	1	0.01%	Maintained
1204	Gofen & Glossberg Chicago, Illinois	$309K	+$1.4K	1	0.01%	Increased
1205	WAM Wakefield Asset Management Englewood, Colorado	$309K	-$4.48K	1	0.14%	Reduced
1206	BFG Barber Financial Group Lenexa, Kansas	$307K	$0	1	0.09%	Maintained
1207	SC Steph & Co Marinette, Wisconsin	$307K	-$66.6K	1	0.21%	Reduced
1208	VFA Values First Advisors Gray, Tennessee	$307K	+$325K	1	0.22%	New
1209	CHP Cable Hill Partners Portland, Oregon	$306K	+$38.5K	1	0.06%	Increased
1210	KWMG King Wealth Management Group Naples, Florida	$305K	$0	1	0.08%	Maintained
1211	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$304K	-$64.4K	1	0.4%	Reduced
1212	Welch & Forbes Boston, Massachusetts	$304K	+$318K	1	0.01%	New
1213	JF Joule Financial Lexington, Kentucky	$303K	+$222K	2	0.23%	Increased
1214	TWM Tradition Wealth Management Edina, Minnesota	$301K	+$59.5K	1	0.05%	Increased
1215	BMCM Burns Matteson Capital Management Corning, New York	$300K	+$3.64K	1	0.22%	Increased
1216	AIM Aigen Investment Management New York	$300K	+$11.7K	1	0.04%	Increased
1217	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$297K	$0	3	0.08%	Maintained
1218	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$296K	$0	1	0.02%	Maintained
1219	MCA MSH Capital Advisors Scottsdale, Arizona	$296K	-$46.9K	1	0.15%	Reduced
1220	HBK Sorce Advisory Erie, Pennsylvania	$295K	+$9.59M	2	0.02%	New
1221	Modera Wealth Management Westwood, New Jersey	$295K	+$2.24K	1	0.01%	Increased
1222	MM MQS Management New York	$295K	-$739K	1	0.19%	Reduced
1223	V VeraBank Henderson, Texas	$294K	$0	1	0.19%	Maintained
1224	VCM Vigilant Capital Management Portland, Maine	$294K	+$91.5K	3	0.03%	Increased
1225	Arkadios Wealth Advisors Atlanta, Georgia	$291K	+$9.23K	1	0.04%	Increased