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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	RCM Raleigh Capital Management Cary, North Carolina	$332K	+$153	1	0.17%	Increased
1277	PP Patron Partners Houston, Texas	$331K	+$324K	1	0.25%	New
1278	FAT First American Trust Santa Ana, California	$331K	+$324K	1	0.05%	New
1279	Americana Partners Houston, Texas	$331K	-$826K	1	0.06%	Reduced
1280	Nicholas Hoffman & Company Atlanta, Georgia	$330K	$0	1	0.04%	Maintained
1281	SGA Strategic Global Advisors Newport Beach, California	$329K	+$2.39K	1	0.05%	Increased
1282	HNWAG High Net Worth Advisory Group Naples, Florida	$328K	+$46K	1	0.13%	Increased
1283	JF Joule Financial Lexington, Kentucky	$328K	+$2.85K	2	0.22%	Increased
1284	Pallas Capital Advisors Braintree, Massachusetts	$328K	-$18.6K	1	0.03%	Reduced
1285	SRSA S.R. Schill & Associates Mercer Island, Washington	$327K	+$319K	1	0.16%	New
1286	CB Community Bank Dewitt, New York	$326K	-$3K	1	0.05%	Reduced
1287	Cohen & Steers New York	$324K	$0	1	0%	Maintained
1288	WTA Washington Trust Advisors Wellesley, Massachusetts	$324K	+$56.1K	1	0.04%	Increased
1289	SSWM Strait & Sound Wealth Management San Francisco, California	$323K	+$305K	1	0.35%	New
1290	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$318K	-$5.98K	1	0.03%	Reduced
1291	ESCM Echo Street Capital Management New York	$316K	+$309K	1	0%	New
1292	WA WealthTrust Axiom Wayne, Pennsylvania	$316K	-$153	1	0.11%	Reduced
1293	KP Keel Point Huntsville, Alabama	$315K	+$15.5K	1	0.05%	Increased
1294	AIM Aspen Investment Management Grand Rapids, Michigan	$315K	+$308K	1	0.21%	New
1295	KOC Koss-Olinger Consulting Gainesville, Florida	$315K	$0	1	0.05%	Maintained
1296	SWM Sendero Wealth Management San Antonio, Texas	$314K	+$86.8K	1	0.11%	Increased
1297	PIM Paradice Investment Management Denver, Colorado	$314K	+$302K	1	0.02%	New
1298	MFC Mechanics Financial Corp Mansfield, Ohio	$314K	$0	1	0.19%	Maintained
1299	FCP Fidelis Capital Partners Tampa, Florida	$313K	+$298K	1	0.37%	New
1300	WFC Western Financial Corp San Diego, California	$310K	+$59.6K	1	0.2%	Increased