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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	PA Probity Advisors Dallas, Texas	$213K	-$3.36K	1	0.05%	Reduced
1327	Americana Partners Houston, Texas	$212K	-$667K	1	0.04%	Reduced
1328	RT Rockland Trust Hanover, Massachusetts	$212K	-$64.1K	1	0.01%	Reduced
1329	Meridian Wealth Management Lexington, Kentucky	$211K	+$234K	1	0.02%	New
1330	ET Equitable Trust Nashville, Tennessee	$209K	$0	1	0.02%	Maintained
1331	Fenimore Asset Management Cobleskill, New York	$209K	+$8.39K	1	0.01%	Increased
1332	RIM Reliant Investment Management Memphis, Tennessee	$209K	$0	1	0.15%	Maintained
1333	Mutual of America Capital Management New York	$208K	+$30K	2	0%	Increased
1334	PFP Paragon Financial Partners Woodland Hills, California	$208K	+$43.1K	1	0.21%	Increased
1335	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$207K	-$4.06K	1	0.02%	Reduced
1336	ST Spinnaker Trust Portland, Maine	$206K	$0	1	0.02%	Maintained
1337	AIM Anchor Investment Management Columbia, South Carolina	$205K	+$83.9K	2	0.03%	Increased
1338	Brevan Howard Capital Management St. Helier, Jersey	$205K	+$228K	1	0.01%	New
1339	FNBOSM First National Bank of South Miami South Miami, Florida	$205K	+$55.1K	1	0.14%	Increased
1340	LC Lindbrook Capital Calabasas, California	$205K	-$74.5K	4	0.03%	Reduced
1341	LA Lindenwold Advisors Reading, Pennsylvania	$205K	$0	1	0.15%	Maintained
1342	WCG Weaver Consulting Group Huntington Beach, California	$205K	$0	1	0.11%	Maintained
1343	Algert Global San Francisco, California	$204K	-$2.45M	1	0.02%	Reduced
1344	PAM Palisade Asset Management Minneapolis, Minnesota	$204K	$0	1	0.03%	Maintained
1345	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$204K	-$256K	1	0.04%	Reduced
1346	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$203K	-$8.67K	1	0.13%	Reduced
1347	KFA Kelleher Financial Advisors New York	$203K	+$226K	1	0.09%	New
1348	BFA Benedict Financial Advisors Atlanta, Georgia	$202K	+$1.99K	1	0.06%	Increased
1349	FWA FSM Wealth Advisors Cleveland, Ohio	$202K	+$191K	1	0.2%	New
1350	InterOcean Capital Group Nashville, Tennessee	$202K	+$14K	1	0.01%	Increased