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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	BWM Baron Wealth Management Troy, Michigan	$272K	+$266K	1	0.21%	New
1352	YWP YorkBridge Wealth Partners New York	$271K	-$12.7K	1	0.07%	Reduced
1353	North Star Asset Management Neenah, Wisconsin	$271K	-$3.41M	1	0.02%	Reduced
1354	NFG Nations Financial Group Cedar Rapids, Iowa	$270K	+$264K	1	0.03%	New
1355	CX Institutional Auburn, Indiana	$269K	+$263K	1	0.02%	New
1356	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$269K	+$257K	1	0.14%	New
1357	Evercore Wealth Management New York	$269K	+$262K	1	0.01%	New
1358	FWP Firethorn Wealth Partners Augusta, Georgia	$268K	+$613	1	0.23%	Increased
1359	AC ASB Consultores Aventura, Florida	$267K	-$21.3K	1	0.11%	Reduced
1360	Meridian Wealth Management Lexington, Kentucky	$267K	+$5.06K	1	0.03%	Increased
1361	BMA Brooks Moore & Associates Chattanooga, Tennessee	$267K	+$260K	1	0.2%	New
1362	TFS TrustCore Financial Services Brentwood, Tennessee	$267K	+$15.5K	1	0.02%	Increased
1363	PTP Platform Technology Partners New York	$266K	+$260K	1	0.14%	New
1364	CWM Curi Wealth Management Raleigh, North Carolina	$266K	-$15.6K	1	0.04%	Reduced
1365	Welch Group Birmingham, Alabama	$264K	-$57.5K	1	0.02%	Reduced
1366	FPFS First Personal Financial Services Charlotte, North Carolina	$262K	$0	2	0.07%	Maintained
1367	PFP Paragon Financial Partners Woodland Hills, California	$262K	+$1.38K	1	0.29%	Increased
1368	BCG Breakwater Capital Group Paramus, New Jersey	$262K	+$256K	1	0.14%	New
1369	Fenimore Asset Management Cobleskill, New York	$261K	$0	1	0.01%	Maintained
1370	CA Corrado Advisors Ramsey, New Jersey	$260K	+$254K	1	0.18%	New
1371	RIM Reliant Investment Management Memphis, Tennessee	$260K	$0	1	0.15%	Maintained
1372	PSP Principal Street Partners Memphis, Tennessee	$258K	+$247K	1	0.07%	New
1373	ST Spinnaker Trust Portland, Maine	$256K	$0	1	0.02%	Maintained
1374	WCG Weaver Consulting Group Huntington Beach, California	$256K	$0	1	0.13%	Maintained
1375	Brevan Howard Capital Management St. Helier, Jersey	$255K	$0	1	0.01%	Maintained