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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	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$291K	+$78.8K	1	0.05%	Increased
1227	SIM SSI Investment Management Los Angeles, California	$291K	+$560	1	0.02%	Increased
1228	WTB Washington Trust Bank Spokane, Washington	$291K	$0	1	0.04%	Maintained
1229	Mission Wealth Management Santa Barbara, California	$290K	+$3.36K	1	0.02%	Increased
1230	Montag & Associates Atlanta, Georgia	$290K	+$28K	1	0.02%	Increased
1231	Summit Trail Advisors New York	$290K	-$36.6K	1	0.02%	Reduced
1232	WI Wintrust Investments Chicago, Illinois	$290K	-$3.92K	1	0.04%	Reduced
1233	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$289K	-$98.4K	1	0.02%	Reduced
1234	SS Sunbelt Securities Houston, Texas	$289K	$0	1	0.06%	Maintained
1235	Avior Wealth Management Omaha, Nebraska	$288K	-$10.1K	3	0.02%	Reduced
1236	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$288K	+$3.36K	1	0.23%	Increased
1237	SB Sunflower Bank Dallas, Texas	$288K	-$45.6K	1	0.07%	Reduced
1238	Washington Trust Westerly, Rhode Island	$287K	+$29.2K	3	0.01%	Increased
1239	OFS OneAscent Financial Services Birmingham, Alabama	$286K	-$267K	1	0.11%	Reduced
1240	FG Formula Growth Montreal, Quebec, Canada	$285K	$0	1	0.08%	Maintained
1241	GW & Wade Wellesley, Massachusetts	$285K	+$49K	1	0.01%	Increased
1242	Moneta Group Investment Advisors St Louis, Missouri	$285K	-$99.6K	1	0.01%	Reduced
1243	Valeo Financial Advisors Carmel, Indiana	$284K	-$138K	1	0.02%	Reduced
1244	WFI West Family Investments Carlsbad, California	$284K	+$311K	1	0.12%	New
1245	CFO Collective Family Office York, Pennsylvania	$283K	+$420	1	0.14%	Increased
1246	OCG Opus Capital Group Cincinnati, Ohio	$283K	$0	1	0.06%	Maintained
1247	BONH Bank of New Hampshire Laconia, New Hampshire	$282K	+$33	2	0.09%	Increased
1248	Perigon Wealth Management San Francisco, California	$282K	+$64.4K	1	0.02%	Increased
1249	RCM Raleigh Capital Management Cary, North Carolina	$282K	+$280	1	0.16%	Increased
1250	Brookstone Capital Management Wheaton, Illinois	$281K	+$3.5K	1	0.01%	Increased