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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	TNAM Terra Nova Asset Management New York	$202K	+$224K	1	0.22%	New
1352	SIC Sigma Investment Counselors Northville, Michigan	$201K	$0	1	0.02%	Maintained
1353	LIM Longfellow Investment Management Boston, Massachusetts	$200K	$0	1	0.04%	Maintained
1354	WA WBH Advisory Baltimore, Maryland	$200K	$0	1	0.03%	Maintained
1355	CF Centaurus Financial Anaheim, California	$198K	+$11.3K	1	0.02%	Increased
1356	VCM Vigilant Capital Management Portland, Maine	$196K	+$9.85K	3	0.02%	Increased
1357	CAL Capital Advisors Ltd Shaker Heights, Ohio	$195K	+$4.9K	2	0.04%	Increased
1358	GC Globeflex Capital San Diego, California	$191K	$0	1	0.05%	Maintained
1359	M MOTCO San Antonio, Texas	$191K	-$319K	1	0.01%	Reduced
1360	CT Caldwell Trust Venice, Florida	$182K	-$1.4K	2	0.03%	Reduced
1361	Journey Strategic Wealth Summit, New Jersey	$181K	-$388K	1	0.02%	Reduced
1362	TFA Transamerica Financial Advisors St. Petersburg, Florida	$178K	+$197K	1	0.03%	New
1363	OC Oakworth Capital Birmingham, Alabama	$174K	$0	1	0.02%	Maintained
1364	EW Evoke Wealth Los Angeles, California	$173K	-$103K	4	0.01%	Reduced
1365	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$173K	-$32K	4	0.04%	Reduced
1366	ECG Edge Capital Group Atlanta, Georgia	$171K	+$190K	1	0.01%	New
1367	ABLA Alan B. Lancz & Associates Toledo, Ohio	$167K	+$162K	1	0.17%	New
1368	RE RBC Europe London, United Kingdom	$167K	-$614	2	0.01%	Reduced
1369	BWP Baldwin Wealth Partners Marion, Massachusetts	$160K	$0	2	0.02%	Maintained
1370	Sageworth Trust Lancaster, Pennsylvania	$159K	+$177K	1	0.01%	New
1371	WSC Wellington Shields & Co New York	$159K	+$176K	2	0.04%	New
1372	FWM Focused Wealth Management Newburgh, New York	$158K	-$1.54K	2	0.03%	Reduced
1373	EIM Essex Investment Management Boston, Massachusetts	$152K	-$107K	2	0.02%	Reduced
1374	SAM Sycomore Asset Management Paris, France	$152K	$0	1	0.04%	Maintained
1375	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$149K	-$11K	4	0.02%	Reduced