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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
1376	CFO CVA Family Office Denver, Colorado	$147K	-$39.7K	1	0.04%	Reduced
1377	CX Institutional Auburn, Indiana	$147K	+$162K	2	0.01%	New
1378	TC Truvestments Capital Sarasota, Florida	$147K	+$160K	2	0.09%	New
1379	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$146K	+$29.9K	2	0.01%	Increased
1380	DEM Disciplined Equity Management Neptune Beach, Florida	$141K	+$157K	1	0.13%	New
1381	TFM TFC Financial Management Boston, Massachusetts	$141K	$0	3	0.04%	Maintained
1382	MHR Matthew Hamilton Rosenberg	$139K	+$44.2K	2	0.05%	Increased
1383	WAM Worth Asset Management Dallas, Texas	$138K	$0	1	0.09%	Maintained
1384	SCM Silvant Capital Management Atlanta, Georgia	$136K	$0	1	0.03%	Maintained
1385	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$132K	-$11.2K	2	0.06%	Reduced
1386	RMC Resources Management Corp West Hartford, Connecticut	$129K	$0	1	0.02%	Maintained
1387	CWP Concord Wealth Partners Abingdon, Virginia	$128K	-$229K	3	0.04%	Reduced
1388	Country Trust Bank Bloomington, Illinois	$126K	-$6.71K	2	0%	Reduced
1389	KFI Key Financial Inc West Chester, Pennsylvania	$123K	+$2.29K	3	0.07%	Increased
1390	EIP Ellis Investment Partners Berwyn, Pennsylvania	$116K	-$12.4K	1	0.03%	Reduced
1391	BCM Blume Capital Management Berkeley, California	$115K	+$29.7K	1	0.05%	Increased
1392	Heritage Wealth Advisors Richmond, Virginia	$114K	$0	1	0.01%	Maintained
1393	LTI Laffer Tengler Investments Nashville, Tennessee	$110K	$0	1	0.04%	Maintained
1394	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$110K	-$61.7K	2	0.02%	Reduced
1395	JF Joule Financial Lexington, Kentucky	$109K	+$122K	1	0.09%	New
1396	AW ACG Wealth Atlanta, Georgia	$107K	+$119K	2	0.02%	New
1397	SSG Summit Securities Group New York	$105K	+$38.2K	1	0.01%	Increased
1398	TCTC Holdings Dallas, Texas	$101K	$0	2	0%	Maintained
1399	PWMG Prestige Wealth Management Group Flemington, New Jersey	$100K	-$87.4K	2	0.03%	Reduced
1400	BC Burleson & Co Petaluma, California	$99K	$0	1	0.02%	Maintained