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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	WHC Wulff, Hansen & Co San Rafael, California	$328K	$0	1	0.38%	Maintained
1402	PAG Paladin Advisory Group Clive, Iowa	$328K	$0	1	0.28%	Maintained
1403	SIM SSI Investment Management Los Angeles, California	$327K	-$3.23K	1	0.03%	Reduced
1404	TNAM Terra Nova Asset Management New York	$326K	$0	1	0.3%	Maintained
1405	BWP Balboa Wealth Partners Scottsdale, Arizona	$325K	-$17K	1	0.12%	Reduced
1406	IPW Inlet Private Wealth Jupiter, Florida	$324K	-$402K	1	0.11%	Reduced
1407	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$323K	+$1.51K	1	0.1%	Increased
1408	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$323K	+$329K	1	0.12%	New
1409	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$323K	+$25.2K	1	0.1%	Increased
1410	PA Perennial Advisors New York	$323K	$0	1	0.09%	Maintained
1411	MCM Mendel Capital Management Little Rock, Arkansas	$321K	$0	1	0.26%	Maintained
1412	SWA Stratos Wealth Advisors Beachwood, Ohio	$319K	+$17.7K	1	0.02%	Increased
1413	AC ASB Consultores Aventura, Florida	$318K	-$172K	1	0.13%	Reduced
1414	TA Townsend & Associates Westminster, Colorado	$318K	$0	1	0.07%	Maintained
1415	RBF Capital San Francisco, California	$318K	$0	1	0.02%	Maintained
1416	RPC Rossmore Private Capital Glastonbury, Connecticut	$318K	$0	1	0.05%	Maintained
1417	HFP Holistic Financial Partners Indianapolis, Indiana	$315K	+$16.2K	1	0.21%	Increased
1418	TPWA TRUE Private Wealth Advisors Salem, Oregon	$315K	+$39.5K	1	0.04%	Increased
1419	SB Sunflower Bank Dallas, Texas	$315K	-$8.41K	1	0.08%	Reduced
1420	DWM Drive Wealth Management Lehi, Utah	$312K	+$14.7K	1	0.11%	Increased
1421	IAIM International Assets Investment Management Orlando, Florida	$311K	-$11.2K	1	0.04%	Reduced
1422	OC Oakworth Capital Birmingham, Alabama	$309K	-$16.2K	1	0.03%	Reduced
1423	CFO CVA Family Office Denver, Colorado	$307K	-$23.1K	1	0.07%	Reduced
1424	WFI West Family Investments Carlsbad, California	$306K	$0	1	0.11%	Maintained
1425	CT Caldwell Trust Venice, Florida	$306K	-$36.4K	1	0.04%	Reduced