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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
1301	WOC West Oak Capital Westlake Village, California	$4K	$0	1	0%	Maintained
1302	CA Centerpoint Advisors Needham, Massachusetts	$3K	$0	2	0%	Maintained
1303	TA TCG Advisors Austin, Texas	$3K	+$2.52K	1	0%	New
1304	WAS Winch Advisory Services Appleton, Wisconsin	$3K	+$2.9K	1	0%	New
1305	1NWS 1 North Wealth Services Annapolis, Maryland	$2K	$0	1	0%	Maintained
1306	AWM AllSquare Wealth Management Albany, New York	$2K	$0	1	0%	Maintained
1307	BMM Buffington Mohr McNeal Boise, Idaho	$2K	+$1.6K	1	0%	New
1308	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2K	+$1.74K	1	0%	New
1309	LF Lee Financial Dallas, Texas	$2K	+$2.36K	1	0%	New
1310	ME McIlrath & Eck Arlington, Washington	$2K	$0	1	0%	Maintained
1311	MWC MKD Wealth Coaches Troy, Michigan	$2K	+$1.68K	1	0%	New
1312	Tortoise Capital Advisors Overland Park, Kansas	$2K	$0	2	0%	Maintained
1313	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
1314	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1K	+$487	1	0%	New
1315	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	+$1.3K	2	0%	Increased
1316	MIM Macroview Investment Management Bethesda, Maryland	$1K	$0	1	0%	Maintained
1317	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$76	1	0%	Increased
1318	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1319	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1K	+$1K	1	0%	New
1320	KFS Kelly Financial Services Braintree, Massachusetts	$27	+$26	1	0%	New
1321	APW Acima Private Wealth Richmond, Virginia	$0	-$6K	0	–	Closed
1322	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1323	AGM Alpine Global Management New York	$0	-$124K	0	–	Closed
1324	AWM Alterna Wealth Management Houston, Texas	$0	-$251K	0	–	Closed
1325	Alyeska Investment Group Chicago, Illinois	$0	-$73.8M	0	–	Closed