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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
1276	RHFI Reilly Herbert Faulkner III	$218K	+$212K	1	0.07%	New
1277	Donaldson Capital Management Evansville, Indiana	$217K	+$202K	1	0.01%	New
1278	TP Tranquility Partners Brentwood, Tennessee	$217K	+$202K	1	0.14%	New
1279	CBT Capital Bank & Trust Irvine, California	$216K	+$202K	1	0%	New
1280	HPWM Highland Private Wealth Management Bellevue, Washington	$216K	+$201K	1	0.04%	New
1281	MCCP Mission Creek Capital Partners San Francisco, California	$216K	+$213K	1	0.03%	New
1282	Washington Trust Westerly, Rhode Island	$216K	-$20.8K	3	0.01%	Reduced
1283	WA WBH Advisory Baltimore, Maryland	$216K	-$9.67K	1	0.04%	Reduced
1284	WP WealthSource Partners San Luis Obispo, California	$216K	+$202K	1	0.02%	New
1285	AC Alexandria Capital Arlington, Virginia	$215K	+$201K	1	0.02%	New
1286	SMA Sage Mountain Advisors Atlanta, Georgia	$215K	+$200K	1	0.05%	New
1287	WA Winfield Associates Cleveland, Ohio	$214K	+$200K	1	0.09%	New
1288	FCM Firsthand Capital Management San Jose, California	$213K	+$210K	1	0.06%	New
1289	ACP Aviance Capital Partners Naples, Florida	$211K	+$196K	1	0.04%	New
1290	AC Addison Capital Conshohocken, Pennsylvania	$209K	+$192K	1	0.12%	New
1291	CHAM Clear Harbor Asset Management Stamford, Connecticut	$209K	+$195K	1	0.03%	New
1292	PA Perennial Advisors New York	$209K	$0	1	0.07%	Maintained
1293	InterOcean Capital Group Nashville, Tennessee	$208K	+$194K	1	0.01%	New
1294	CVM Cheviot Value Management Beverly Hills, California	$207K	+$193K	1	0.06%	New
1295	MFW Meristem Family Wealth Minnetonka, Minnesota	$207K	+$193K	1	0.04%	New
1296	CA Centerpoint Advisors Needham, Massachusetts	$206K	-$38.7K	1	0.12%	Reduced
1297	AWC Abundance Wealth Counselors State College, Pennsylvania	$205K	+$198K	2	0.05%	New
1298	MA Mutual Advisors Omaha, Nebraska	$203K	-$36.9K	1	0.01%	Reduced
1299	MCM McRae Capital Management Morristown, New Jersey	$202K	+$185K	1	0.05%	New
1300	AIM Avity Investment Management Greenwich, Connecticut	$201K	-$35.5K	1	0.02%	Reduced