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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	MCF Advisors Covington, Kentucky	$119K	+$98.4K	1	0.01%	Increased
1352	GWS Glassman Wealth Services Vienna, Virginia	$118K	-$188K	4	0.02%	Reduced
1353	EW Evoke Wealth Los Angeles, California	$116K	+$74.7K	2	0%	Increased
1354	PB Pinnacle Bancorp Beatrice, Nebraska	$116K	$0	3	0.05%	Maintained
1355	BC Burleson & Co Petaluma, California	$115K	$0	1	0.02%	Maintained
1356	BAM Barrett Asset Management New York	$113K	$0	2	0.01%	Maintained
1357	FNBOSM First National Bank of South Miami South Miami, Florida	$111K	+$60.7K	1	0.08%	Increased
1358	SAM S.A. Mason Holland, Michigan	$111K	$0	1	0.08%	Maintained
1359	APP Alpha Paradigm Partners Chicago, Illinois	$110K	-$136K	1	0.04%	Reduced
1360	CFD Creative Financial Designs Kokomo, Indiana	$109K	+$5.19K	2	0.02%	Increased
1361	RCA Ranch Capital Advisors Sarasota, Florida	$109K	-$9.22K	1	0.07%	Reduced
1362	RDWM Red Door Wealth Management Memphis, Tennessee	$107K	+$105K	2	0.04%	New
1363	AWM Accel Wealth Management Waverly, Iowa	$106K	+$288	1	0.07%	Increased
1364	LC Lindbrook Capital Calabasas, California	$106K	+$3.48K	3	0.02%	Increased
1365	AF Arrow Financial Glens Falls, New York	$103K	+$5.91K	1	0.01%	Increased
1366	KPCM Kings Point Capital Management Great Neck, New York	$103K	$0	2	0.01%	Maintained
1367	GCM Gables Capital Management Miami, Florida	$92K	-$2.31K	1	0.06%	Reduced
1368	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$92K	$0	2	0.08%	Maintained
1369	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$90.4K	+$15.9K	1	0.01%	Increased
1370	HR Howe & Rusling Rochester, New York	$87K	-$11.2K	1	0.01%	Reduced
1371	Simon Quick Advisors Morristown, New Jersey	$86K	-$95.4K	2	0.02%	Reduced
1372	GG Gleason Group Prospect, Kentucky	$84K	+$865	1	0.03%	Increased
1373	DOA D'Orazio & Associates Falls Church, Virginia	$82K	$0	1	0.02%	Maintained
1374	BWP Baldwin Wealth Partners Marion, Massachusetts	$80K	+$58.8K	2	0.01%	Increased
1375	SIS Sound Income Strategies Ft Lauderdale, Florida	$79K	+$62K	1	0.01%	Increased