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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	Douglass Winthrop Advisors New York	$226K	-$162K	1	0.01%	Reduced
1302	HA Harfst & Associates Sheridan, Wyoming	$226K	+$959	1	0.06%	Increased
1303	NC NovaPoint Capital Atlanta, Georgia	$226K	+$246K	1	0.09%	New
1304	PA Perennial Advisors New York	$226K	$0	1	0.07%	Maintained
1305	SWA Stratos Wealth Advisors Beachwood, Ohio	$226K	-$283K	1	0.02%	Reduced
1306	Forvis Mazars Wealth Advisors Springfield, Missouri	$225K	-$19.8K	1	0.01%	Reduced
1307	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$225K	$0	1	0.07%	Maintained
1308	WA Winfield Associates Cleveland, Ohio	$225K	-$2.4K	1	0.08%	Reduced
1309	ACP Aviance Capital Partners Naples, Florida	$224K	-$3.84K	1	0.04%	Reduced
1310	BONH Bank of New Hampshire Laconia, New Hampshire	$224K	$0	1	0.06%	Maintained
1311	SteelPeak Wealth Woodland Hills, California	$224K	-$297K	1	0.01%	Reduced
1312	CA Centerpoint Advisors Needham, Massachusetts	$222K	$0	1	0.11%	Maintained
1313	FBFS First Business Financial Services Madison, Wisconsin	$221K	$0	1	0.03%	Maintained
1314	Sequoia Financial Advisors Akron, Ohio	$220K	-$2.69M	1	0.02%	Reduced
1315	TFS Thoroughbred Financial Services Brentwood, Tennessee	$217K	+$237K	1	0.05%	New
1316	FMW Farr Miller & Washington Washington, District of Columbia	$215K	+$230K	1	0.01%	New
1317	PAM Palisade Asset Management Minneapolis, Minnesota	$215K	$0	1	0.03%	Maintained
1318	Penserra Capital Management Orinda, California	$215K	+$22.7K	1	0%	Increased
1319	FFA First Foundation Advisors Irvine, California	$214K	+$229K	1	0.01%	New
1320	PFS Investments Duluth, Georgia	$214K	+$197K	1	0%	New
1321	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$212K	-$160K	1	0.06%	Reduced
1322	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$211K	+$215K	3	0.03%	New
1323	GWM Gitterman Wealth Management Edison, New Jersey	$211K	+$1.02K	1	0.17%	Increased
1324	WA WBH Advisory Baltimore, Maryland	$211K	$0	1	0.03%	Maintained
1325	DF Dent & Co Baltimore, Maryland	$210K	$0	1	0%	Maintained