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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
1401	Howard Capital Management Roswell, Georgia	$244K	+$228K	1	0.03%	New
1402	RB Renasant Bank Tupelo, Mississippi	$243K	+$234K	1	0.17%	New
1403	SA Shilanski & Associates Anchorage, Alaska	$243K	+$11.2K	1	0.1%	Increased
1404	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$243K	-$1.1M	1	0.01%	Reduced
1405	AFM Anson Funds Management Dallas, Texas	$242K	+$320K	1	0.02%	New
1406	BCAM Boston Common Asset Management Boston, Massachusetts	$242K	+$232K	1	0.01%	New
1407	ECG Edge Capital Group Atlanta, Georgia	$241K	-$663	1	0.02%	Reduced
1408	HHGA Halbert Hargrove Global Advisors Long Beach, California	$241K	-$331	1	0.02%	Reduced
1409	Laird Norton Wetherby Trust Company Seattle, Washington	$239K	-$74.6K	1	0.02%	Reduced
1410	FOA Five Oceans Advisors Santa Monica, California	$238K	+$228K	1	0.21%	New
1411	GFP Gryphon Financial Partners Columbus, Ohio	$238K	+$228K	1	0.05%	New
1412	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$238K	+$6.13K	1	0.06%	Increased
1413	CFO CVA Family Office Denver, Colorado	$237K	+$73.4K	1	0.06%	Increased
1414	AR Apeiron RIA Dallas, Texas	$236K	+$217K	1	0.1%	New
1415	MIC Meridian Investment Counsel Lafayette, California	$236K	$0	1	0.08%	Maintained
1416	RE RBC Europe London, United Kingdom	$236K	-$159K	2	0.01%	Reduced
1417	CAAS Capital Asset Advisory Services Williamston, Michigan	$235K	-$47.7K	1	0.02%	Reduced
1418	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$235K	+$225K	1	0.09%	New
1419	WPP Whalerock Point Partners Providence, Rhode Island	$233K	$0	1	0.08%	Maintained
1420	GC Globeflex Capital San Diego, California	$232K	+$95.4K	1	0.05%	Increased
1421	PTC Petrus Trust Company Dallas, Texas	$232K	+$227K	1	0.03%	New
1422	VFA Values First Advisors Gray, Tennessee	$232K	+$217K	1	0.14%	New
1423	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$231K	+$221K	1	0.02%	New
1424	PFP Paragon Financial Partners Woodland Hills, California	$231K	+$222K	1	0.19%	New
1425	AC ASB Consultores Aventura, Florida	$230K	+$220K	1	0.11%	New