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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	SC Slow Capital Greenbrae, California	$280K	-$17.1K	1	0.05%	Reduced
1227	TC TownSquare Capital Provo, Utah	$279K	-$1.2K	1	0.01%	Reduced
1228	Washington Trust Westerly, Rhode Island	$279K	+$13.3K	3	0.01%	Increased
1229	SS Sunbelt Securities Houston, Texas	$277K	$0	1	0.05%	Maintained
1230	NewEdge Wealth Pittsburgh, Pennsylvania	$276K	+$40.7K	1	0.02%	Increased
1231	YIA YHB Investment Advisors West Hartford, Connecticut	$276K	-$7.99K	1	0.02%	Reduced
1232	Brighton Jones LLC Seattle, Washington	$275K	-$19.7K	1	0.01%	Reduced
1233	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$275K	+$33.3K	2	0.1%	Increased
1234	IFG Investors Financial Group Plymouth, Minnesota	$275K	+$639	1	0.15%	Increased
1235	Boston Trust Walden Boston, Massachusetts	$274K	+$9.27K	1	0%	Increased
1236	Laird Norton Wetherby Trust Company Seattle, Washington	$274K	+$294K	1	0.03%	New
1237	SCG Sonata Capital Group Seattle, Washington	$274K	$0	1	0.12%	Maintained
1238	VAM Verity Asset Management Durham, North Carolina	$273K	+$297K	1	0.18%	New
1239	MA Mutual Advisors Omaha, Nebraska	$272K	$0	1	0.02%	Maintained
1240	Coldstream Capital Management Bellevue, Washington	$271K	-$57.5K	1	0.01%	Reduced
1241	CFO Collective Family Office York, Pennsylvania	$271K	$0	1	0.12%	Maintained
1242	SRSA S.R. Schill & Associates Mercer Island, Washington	$271K	-$57.9K	1	0.12%	Reduced
1243	XTX Topco George Town, Cayman Islands	$271K	-$205K	1	0.09%	Reduced
1244	TC Tatro Capital Lexington, Kentucky	$270K	+$256K	1	0.21%	New
1245	Merit Financial Group Alpharetta, Georgia	$269K	+$160	1	0.03%	Increased
1246	Bank Julius Baer & Co Zurich, Switzerland	$267K	-$73	1	0%	Reduced
1247	OLA Oliver Luxxe Assets Gladstone, New Jersey	$267K	+$268K	1	0.07%	New
1248	SWG Summit Wealth Group White River Junction, Vermont	$267K	+$257K	1	0.42%	Increased
1249	GWSG GPS Wealth Strategies Group Centennial, Colorado	$265K	+$74K	2	0.07%	Increased
1250	GW & Wade Wellesley, Massachusetts	$265K	-$13.4K	1	0.01%	Reduced