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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	RFA Reilly Financial Advisors La Mesa, California	$172K	+$12.3K	2	0.02%	Increased
1227	Perigon Wealth Management San Francisco, California	$167K	+$158K	2	0.02%	New
1228	SFSIG San Francisco Sentry Investment Group San Francisco, California	$167K	+$21.5K	1	0.08%	Increased
1229	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$166K	+$156K	2	0.06%	New
1230	VCM Vigilant Capital Management Portland, Maine	$162K	-$70.1K	1	0.02%	Reduced
1231	VCG Vantage Consulting Group Virginia Beach, Virginia	$161K	+$150K	5	0.01%	New
1232	CAAS Capital Asset Advisory Services Williamston, Michigan	$160K	+$149K	2	0.03%	New
1233	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$157K	$0	1	0.01%	Maintained
1234	APC Aspire Private Capital Cornelius, North Carolina	$153K	-$7.23K	1	0.06%	Reduced
1235	FWM Focused Wealth Management Newburgh, New York	$153K	$0	2	0.03%	Maintained
1236	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$153K	+$145K	2	0.08%	New
1237	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$152K	+$57.3K	2	0.04%	Increased
1238	Mutual of America Capital Management New York	$152K	+$4.5K	2	0%	Increased
1239	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$152K	+$54.6K	1	0%	Increased
1240	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$149K	-$5.76K	1	0%	Reduced
1241	AIM Anchor Investment Management Columbia, South Carolina	$142K	+$718	2	0.03%	Increased
1242	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$141K	-$11.3K	1	0.07%	Reduced
1243	CT Caldwell Trust Venice, Florida	$136K	-$1.7K	2	0.02%	Reduced
1244	OC Oakworth Capital Birmingham, Alabama	$132K	-$9.83K	2	0.02%	Reduced
1245	PB Pinnacle Bancorp Beatrice, Nebraska	$132K	$0	2	0.08%	Maintained
1246	TPWA TRUE Private Wealth Advisors Salem, Oregon	$132K	-$337	3	0.02%	Reduced
1247	SCM Silvant Capital Management Atlanta, Georgia	$130K	$0	1	0.02%	Maintained
1248	CB CNB Bank Clearfield, Pennsylvania	$125K	+$339	1	0.09%	Increased
1249	TC Truvestments Capital Sarasota, Florida	$125K	+$82.2K	2	0.09%	Increased
1250	RMC Resources Management Corp West Hartford, Connecticut	$123K	$0	1	0.02%	Maintained