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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
1226	TFO Tarbox Family Office Newport Beach, California	$9K	-$65.4K	2	0%	Reduced
1227	Thompson Siegel & Walmsley Richmond, Virginia	$9K	$0	1	0%	Maintained
1228	TC Trilogy Capital Irvine, California	$8K	+$6.13K	2	0%	Increased
1229	LWM Lenox Wealth Management Cincinnati, Ohio	$7K	+$8.64K	1	0%	New
1230	WA WealthTrust-Arizona Scottsdale, Arizona	$7K	$0	1	0%	Maintained
1231	Allworth Financial Folsom, California	$6K	-$4.39K	2	0%	Reduced
1232	BA Ballew Advisors Jackson, Mississippi	$6K	+$7.2K	1	0.01%	New
1233	CIA CSat Investment Advisory Detroit, Michigan	$6K	+$573	1	0%	Increased
1234	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$6K	+$5.07K	2	0%	New
1235	PG Proffitt & Goodson Knoxville, Tennessee	$6K	+$5.85K	1	0%	New
1236	SWMG Signature Wealth Management Group Atlanta, Georgia	$6K	$0	1	0%	Maintained
1237	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$6K	+$5.97K	1	0%	New
1238	BCA Bray Capital Advisors Naples, Florida	$5K	-$25.6K	1	0%	Reduced
1239	GSC G&S Capital Denver, Colorado	$5K	$0	1	0%	Maintained
1240	KJWM Kiley Juergens Wealth Management Olympia, Washington	$5K	$0	1	0%	Maintained
1241	KL KWMG LLC Overland Park, Kansas	$5K	$0	1	0%	Maintained
1242	MCM Mainstay Capital Management Grand Blanc, Michigan	$5K	+$4.87K	1	0%	New
1243	RFM Royal Fund Management Lady Lake, Florida	$5K	-$2.04K	2	0%	Reduced
1244	TCM TD Capital Management Memphis, Tennessee	$5K	+$4.58K	1	0%	New
1245	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$5K	-$2.11K	1	0%	Reduced
1246	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	$0	1	0%	Maintained
1247	WOC West Oak Capital Westlake Village, California	$3.88K	$0	1	0%	Maintained
1248	CA Centerpoint Advisors Needham, Massachusetts	$3K	-$11.2K	2	0%	Reduced
1249	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$3K	+$2.72K	1	0%	New
1250	EA Elm Advisors Burlingame, California	$3K	+$3.24K	1	0%	New