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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	PPWM Paragon Private Wealth Management Lexington, Kentucky	$257K	$0	1	0.25%	Maintained
1277	ZWJ Investment Counsel Atlanta, Georgia	$257K	$0	1	0.02%	Maintained
1278	Ameritas Advisory Services Lincoln, Nebraska	$256K	-$85.8K	1	0.02%	Reduced
1279	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$256K	$0	1	0.02%	Maintained
1280	Merit Financial Group Alpharetta, Georgia	$256K	-$280	1	0.01%	Reduced
1281	KP Keel Point Huntsville, Alabama	$255K	+$1.26K	1	0.04%	Increased
1282	WIC Woodmont Investment Counsel Nashville, Tennessee	$255K	$0	1	0.03%	Maintained
1283	LC Lindbrook Capital Calabasas, California	$253K	+$41.8K	3	0.04%	Increased
1284	MCM Monument Capital Management Alexandria, Virginia	$253K	-$73.7K	1	0.09%	Reduced
1285	FBFS First Business Financial Services Madison, Wisconsin	$251K	$0	1	0.04%	Maintained
1286	FF FourThought Financial Venice, Florida	$251K	-$40.7K	3	0.04%	Reduced
1287	TLCM Twin Lakes Capital Management Redwood Shores, California	$251K	+$264K	1	0.2%	New
1288	BDF Balasa Dinverno & Foltz	$250K	+$7.42K	1	0.02%	Increased
1289	HFG Heron Financial Group New York	$250K	$0	1	0.15%	Maintained
1290	CF Centaurus Financial Anaheim, California	$249K	+$41K	1	0.02%	Increased
1291	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$249K	$0	1	0.08%	Maintained
1292	PMFA Plante Moran Financial Advisors Southfield, Michigan	$249K	-$16.6K	2	0.04%	Reduced
1293	SA Syntax Advisors New York	$249K	+$1.4K	1	0.21%	Increased
1294	VCG Vantage Consulting Group Virginia Beach, Virginia	$249K	+$1.4K	1	0.15%	Increased
1295	ACM AlphaCrest Capital Management New York	$246K	+$260K	1	0.02%	New
1296	Arax Advisory Partners Denver, Colorado	$246K	-$3.16K	2	0.04%	Reduced
1297	AC ASB Consultores Aventura, Florida	$246K	$0	1	0.12%	Maintained
1298	JSC Jackson Square Capital San Francisco, California	$246K	-$128K	1	0.12%	Reduced
1299	LPT Legacy Private Trust Neenah, Wisconsin	$245K	$0	1	0.02%	Maintained
1300	SCG Sonata Capital Group Seattle, Washington	$245K	$0	1	0.14%	Maintained