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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
1326	RFA Reilly Financial Advisors La Mesa, California	$210K	+$36K	2	0.02%	Increased
1327	AIM Avity Investment Management Greenwich, Connecticut	$209K	-$9.75K	1	0.02%	Reduced
1328	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$209K	-$103K	1	0.03%	Reduced
1329	WB Webster Bank Waterbury, Connecticut	$209K	-$16.3K	2	0.02%	Reduced
1330	BAS Brown Advisory Securities Baltimore, Maryland	$208K	-$31K	1	0.06%	Reduced
1331	CRWM Castle Rock Wealth Management Walnut Creek, California	$208K	-$4.63K	1	0.07%	Reduced
1332	ECG Edge Capital Group Atlanta, Georgia	$208K	-$2.08K	1	0.02%	Reduced
1333	HHGA Halbert Hargrove Global Advisors Long Beach, California	$208K	+$3.68K	1	0.01%	Increased
1334	CAL Capital Advisors Ltd Shaker Heights, Ohio	$207K	+$79.3K	2	0.04%	Increased
1335	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$206K	-$9.48K	1	0.02%	Reduced
1336	GL Graypoint LLC Albany, New York	$206K	+$220K	1	0.03%	New
1337	OC Oakworth Capital Birmingham, Alabama	$206K	$0	1	0.02%	Maintained
1338	MIC Meridian Investment Counsel Lafayette, California	$204K	$0	1	0.07%	Maintained
1339	ERWM Elk River Wealth Management Denver, Colorado	$202K	$0	1	0.05%	Maintained
1340	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$202K	+$216K	1	0.02%	New
1341	SA Shilanski & Associates Anchorage, Alaska	$202K	+$220K	1	0.09%	New
1342	WPP Whalerock Point Partners Providence, Rhode Island	$202K	$0	1	0.08%	Maintained
1343	ECM Everence Capital Management Goshen, Indiana	$201K	+$193K	1	0.02%	New
1344	PFM Parsec Financial Management Asheville, North Carolina	$201K	+$184K	1	0.01%	New
1345	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$201K	+$639	1	0.06%	Increased
1346	LTI Laffer Tengler Investments Nashville, Tennessee	$197K	+$141K	1	0.06%	Increased
1347	CF Centaurus Financial Anaheim, California	$193K	+$207K	1	0.02%	New
1348	PWMG Prestige Wealth Management Group Flemington, New Jersey	$192K	+$16.8K	2	0.05%	Increased
1349	Mutual of America Capital Management New York	$190K	-$12.6K	2	0%	Reduced
1350	FWM Focused Wealth Management Newburgh, New York	$188K	+$1.76K	2	0.03%	Increased