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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	EW Evoke Wealth Los Angeles, California	$378K	+$34.7K	1	0.01%	Increased
1352	Visionary Wealth Advisors O'fallon, Illinois	$376K	+$11.9K	1	0.03%	Increased
1353	Douglass Winthrop Advisors New York	$376K	+$80.8K	1	0.01%	Increased
1354	CAM Columbia Asset Management Ann Arbor, Michigan	$373K	$0	1	0.08%	Maintained
1355	Rothschild Investment LLC Chicago, Illinois	$373K	+$25.2K	1	0.03%	Increased
1356	Great Lakes Advisors Chicago, Illinois	$372K	-$24.4K	1	0%	Reduced
1357	Cookson Peirce & Co Pittsburgh, Pennsylvania	$372K	+$14.9K	1	0.02%	Increased
1358	LC Landaas & Company Milwaukee, Wisconsin	$371K	$0	1	0.16%	Maintained
1359	WIA Westbourne Investment Advisors Annapolis, Maryland	$371K	-$12.9K	1	0.17%	Reduced
1360	Paradice Investment Management Denver, Colorado	$370K	-$63.7K	1	0.03%	Reduced
1361	Hollencrest Capital Management Newport Beach, California	$370K	$0	2	0.04%	Maintained
1362	Shepherd Financial Partners Winchester, Massachusetts	$366K	+$67.5K	1	0.06%	Increased
1363	Jackson Square Capital San Francisco, California	$365K	$0	1	0.15%	Maintained
1364	WDA Wendell David Associates Portsmouth, New Hampshire	$363K	+$366K	1	0.04%	New
1365	JFS Wealth Advisors Hermitage, Pennsylvania	$362K	+$54	3	0.03%	Increased
1366	Allstate Corporation Northbrook, Illinois	$361K	$0	1	0.02%	Maintained
1367	BCM Bayesian Capital Management Brooklyn, New York	$360K	+$21.6K	1	0.04%	Increased
1368	CRI Colonial River Investments Midlothian, Virginia	$360K	-$235K	1	0.24%	Reduced
1369	SRSA S.R. Schill & Associates Mercer Island, Washington	$359K	-$100K	1	0.17%	Reduced
1370	Prosperity Capital Advisors Westlake, Ohio	$359K	+$17.5K	1	0.05%	Increased
1371	Occudo Quantitative Strategies Fort Lauderdale, Florida	$356K	+$335K	2	0.05%	New
1372	FCA FinTrust Capital Advisors Greenville, South Carolina	$356K	+$30.7K	2	0.08%	Increased
1373	Fenimore Asset Management Cobleskill, New York	$353K	-$1.08K	1	0.01%	Reduced
1374	Platform Technology Partners New York	$353K	-$10.3K	1	0.17%	Reduced
1375	Per Stirling Capital Management Austin, Texas	$353K	$0	1	0.07%	Maintained