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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
1351	FLI Family Legacy Inc Greenville, South Carolina	$0	-$34K	0	–	Closed
1352	Fidelity International Hamilton, Bermuda	$0	-$633K	1	0%	Reduced
1353	FTI Fiduciary Trust International Lincoln, Massachusetts	$0	-$28K	0	–	Closed
1354	FBFS First Business Financial Services Madison, Wisconsin	$0	-$302K	0	–	Closed
1355	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$201K	0	–	Closed
1356	FA Fortis Advisors Wayne, Pennsylvania	$0	-$175K	0	–	Closed
1357	FIM Freedom Investment Management Hartford, Connecticut	$0	-$621K	0	–	Closed
1358	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$2.4M	0	–	Closed
1359	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$0	-$2.12M	0	–	Closed
1360	Holocene Advisors New York	$0	-$1.15M	0	–	Closed
1361	HRT Financial New York	$0	-$690K	0	–	Closed
1362	IIM Ipswich Investment Management Beverly, Massachusetts	$0	-$165K	0	–	Closed
1363	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	$0	1	0%	Maintained
1364	JA JOYN Advisors Atlanta, Georgia	$0	-$72K	0	–	Closed
1365	KCM Karp Capital Management Sausalito, California	$0	-$1K	0	–	Closed
1366	KLC Knowledge Leaders Capital Denver, Colorado	$0	-$1.07M	0	–	Closed
1367	LPWM Lake Point Wealth Management Rockwall, Texas	$0	$0	1	0%	Maintained
1368	LFG LifePlan Financial Group Dayton, Ohio	$0	+$128	1	0%	New
1369	LPC Loeb Partners Corp New York	$0	-$128	1	0%	Reduced
1370	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$147K	0	–	Closed
1371	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$69K	0	–	Closed
1372	MGO One Seven Beachwood, Ohio	$0	-$109K	0	–	Closed
1373	MAP Moody Aldrich Partners Marblehead, Massachusetts	$0	-$2.08M	0	–	Closed
1374	MCM Mork Capital Management Healdsburg, California	$0	-$865K	0	–	Closed
1375	Mount Yale Investment Advisors Denver, Colorado	$0	-$225K	0	–	Closed