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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	AC Abbrea Capital Greenbrae, California	$291K	+$33.2K	1	0.05%	Increased
1327	Arax Advisory Partners Denver, Colorado	$290K	-$60	3	0.04%	Reduced
1328	JSC Jackson Square Capital San Francisco, California	$290K	$0	1	0.14%	Maintained
1329	Caxton Associates (New York) New York	$289K	-$2.79M	1	0.02%	Reduced
1330	CBB Citizens Business Bank Ontario, California	$289K	+$4.91K	1	0.07%	Increased
1331	SCG Sonata Capital Group Seattle, Washington	$288K	$0	1	0.16%	Maintained
1332	CG Clarus Group Houston, Texas	$288K	$0	1	0.25%	Maintained
1333	SFS Summit Financial Strategies Columbus, Ohio	$287K	-$238K	1	0.06%	Reduced
1334	TIA Tiemann Investment Advisors Menlo Park, California	$287K	$0	1	0.17%	Maintained
1335	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$286K	+$43.8K	1	0.06%	Increased
1336	VWA Visionary Wealth Advisors O'fallon, Illinois	$286K	-$1.07K	1	0.03%	Reduced
1337	PMFA Plante Moran Financial Advisors Southfield, Michigan	$284K	-$9.51K	2	0.04%	Reduced
1338	TA Townsend & Associates Westminster, Colorado	$284K	+$25K	1	0.14%	Increased
1339	LFA Landmark Financial Advisors Bowling Green, Kentucky	$283K	$0	1	0.13%	Maintained
1340	AC Addison Capital Conshohocken, Pennsylvania	$280K	$0	1	0.18%	Maintained
1341	RFA Register Financial Advisors Atlanta, Georgia	$280K	+$273K	1	0.18%	New
1342	TFA Transamerica Financial Advisors St. Petersburg, Florida	$278K	+$14K	1	0.04%	Increased
1343	NIA NIA Impact Advisors Berkeley, California	$276K	+$17.3K	1	0.16%	Increased
1344	PPWM Paragon Private Wealth Management Lexington, Kentucky	$276K	$0	1	0.25%	Maintained
1345	AIA Angeles Investment Advisors Santa Monica, California	$276K	+$269K	1	0.02%	New
1346	QI Qtron Investments Boston, Massachusetts	$275K	+$27.9K	1	0.06%	Increased
1347	JWM Janiczek Wealth Management Denver, Colorado	$275K	+$27.7K	2	0.08%	Increased
1348	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$275K	+$9.35K	1	0.02%	Increased
1349	BOM Bank of Marin Novato, California	$275K	$0	1	0.26%	Maintained
1350	Citizens Financial Group Providence, Rhode Island	$275K	$0	1	0.01%	Maintained