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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	DF Dent & Co Baltimore, Maryland	$208K	+$202K	1	0%	New
1302	PAM Palisade Asset Management Minneapolis, Minnesota	$208K	+$205K	1	0.02%	New
1303	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$207K	+$202K	1	0.11%	New
1304	CRWM Castle Rock Wealth Management Walnut Creek, California	$206K	+$177K	1	0.08%	New
1305	OC Oakworth Capital Birmingham, Alabama	$205K	+$41.1K	1	0.02%	Increased
1306	Mutual of America Capital Management New York	$204K	+$11.8K	2	0%	Increased
1307	HHGA Halbert Hargrove Global Advisors Long Beach, California	$203K	+$198K	1	0.01%	New
1308	RPC Rossmore Private Capital Glastonbury, Connecticut	$203K	+$197K	1	0.03%	New
1309	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$202K	+$197K	1	0.09%	New
1310	MIC Meridian Investment Counsel Lafayette, California	$202K	+$197K	1	0.07%	New
1311	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$201K	+$196K	1	0.08%	New
1312	WPP Whalerock Point Partners Providence, Rhode Island	$200K	+$195K	1	0.08%	New
1313	ERWM Elk River Wealth Management Denver, Colorado	$200K	+$195K	1	0.05%	New
1314	Twin Tree Management Dallas, Texas	$196K	+$194K	1	0%	New
1315	GWSG GPS Wealth Strategies Group Centennial, Colorado	$195K	+$5.01K	2	0.05%	Increased
1316	CFO CVA Family Office Denver, Colorado	$194K	+$25.9K	1	0.06%	Increased
1317	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$192K	+$169K	1	0.06%	Increased
1318	Penserra Capital Management Orinda, California	$192K	+$41.1K	1	0%	Increased
1319	FWM Focused Wealth Management Newburgh, New York	$187K	$0	2	0.03%	Maintained
1320	VCM Vigilant Capital Management Portland, Maine	$187K	-$17.3K	2	0.02%	Reduced
1321	BCM Blume Capital Management Berkeley, California	$186K	-$13.4K	2	0.07%	Reduced
1322	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$184K	$0	1	0%	Maintained
1323	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$183K	+$179K	2	0.08%	New
1324	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$183K	-$8.02K	2	0.08%	Reduced
1325	CT Caldwell Trust Venice, Florida	$182K	+$2.59K	2	0.02%	Increased