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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	RPC Rossmore Private Capital Glastonbury, Connecticut	$299K	$0	1	0.04%	Maintained
1402	MIS Morningstar Investment Services Chicago, Illinois	$299K	+$16.6K	1	0%	Increased
1403	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$296K	+$259K	1	0.04%	New
1404	BFC Bedel Financial Consulting Indianapolis, Indiana	$294K	$0	1	0.06%	Maintained
1405	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$292K	-$8.09K	1	0.01%	Reduced
1406	Choate Investment Advisors Boston, Massachusetts	$289K	+$253K	1	0.01%	New
1407	WFI West Family Investments Carlsbad, California	$289K	$0	1	0.11%	Maintained
1408	FFA Fortune Financial Advisors Overland Park, Kansas	$289K	+$253K	1	0.22%	New
1409	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$287K	$0	1	0.03%	Maintained
1410	SA Shilanski & Associates Anchorage, Alaska	$287K	+$535	1	0.12%	Increased
1411	BFA Benedict Financial Advisors Atlanta, Georgia	$286K	+$1.78K	1	0.08%	Increased
1412	DF Dent & Co Baltimore, Maryland	$285K	-$879	1	0%	Reduced
1413	SWA Stratos Wealth Advisors Beachwood, Ohio	$284K	-$34.8K	1	0.02%	Reduced
1414	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$283K	$0	1	0.02%	Maintained
1415	SFP Shepherd Financial Partners Winchester, Massachusetts	$283K	-$3.69K	1	0.04%	Reduced
1416	M MOTCO San Antonio, Texas	$283K	-$11K	2	0.02%	Reduced
1417	HFP Holistic Financial Partners Indianapolis, Indiana	$282K	-$114K	1	0.2%	Reduced
1418	JGUA John G. Ullman & Associates Corning, New York	$282K	-$2.73M	1	0.04%	Reduced
1419	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$281K	+$4.4K	1	0.08%	Increased
1420	WPP Whalerock Point Partners Providence, Rhode Island	$281K	+$8.27K	1	0.1%	Increased
1421	DWM Drive Wealth Management Lehi, Utah	$281K	+$17.6K	1	0.1%	Increased
1422	FWA FSM Wealth Advisors Cleveland, Ohio	$280K	+$18.8K	1	0.14%	Increased
1423	Douglass Winthrop Advisors New York	$279K	$0	1	0.01%	Maintained
1424	ECM Everence Capital Management Goshen, Indiana	$276K	$0	1	0.02%	Maintained
1425	FWM Focused Wealth Management Newburgh, New York	$275K	$0	2	0.05%	Maintained