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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
1426	SWM Segment Wealth Management Houston, Texas	$200K	-$18.3K	1	0.02%	Reduced
1427	BWP Baldwin Wealth Partners Marion, Massachusetts	$193K	+$55.2K	2	0.02%	Increased
1428	AAP Ardsley Advisory Partners Stamford, Connecticut	$190K	+$214K	1	0.03%	New
1429	FWM Focused Wealth Management Newburgh, New York	$190K	-$626	2	0.03%	Reduced
1430	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$190K	+$10.8K	4	0.02%	Increased
1431	BIP Blueprint Investment Partners Greensboro, North Carolina	$187K	+$99.6K	1	0.05%	Increased
1432	FNBOSM First National Bank of South Miami South Miami, Florida	$187K	+$32.7K	1	0.11%	Increased
1433	SAM Sycomore Asset Management Paris, France	$185K	-$18.5K	1	0.03%	Reduced
1434	GWS Glassman Wealth Services Vienna, Virginia	$184K	+$12.8K	4	0.03%	Increased
1435	WTA Washington Trust Advisors Wellesley, Massachusetts	$179K	+$10.5K	2	0.01%	Increased
1436	TC Tatro Capital Lexington, Kentucky	$178K	-$200K	1	0.13%	Reduced
1437	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$171K	-$19.6K	2	0.07%	Reduced
1438	FBT First Bank & Trust Brookings, South Dakota	$168K	-$135K	2	0.05%	Reduced
1439	SCM Silvant Capital Management Atlanta, Georgia	$164K	$0	1	0.03%	Maintained
1440	NSIM North Star Investment Management Chicago, Illinois	$159K	$0	3	0.01%	Maintained
1441	Country Trust Bank Bloomington, Illinois	$158K	-$3.91K	2	0%	Reduced
1442	RMC Resources Management Corp West Hartford, Connecticut	$156K	$0	1	0.02%	Maintained
1443	AIM Anchor Investment Management Columbia, South Carolina	$155K	-$7.35K	2	0.02%	Reduced
1444	WAM Worth Asset Management Dallas, Texas	$155K	+$172K	1	0.1%	New
1445	EIP Ellis Investment Partners Berwyn, Pennsylvania	$154K	$0	1	0.04%	Maintained
1446	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$144K	-$7.21K	2	0.01%	Reduced
1447	KFI Key Financial Inc West Chester, Pennsylvania	$143K	+$66.8K	3	0.07%	Increased
1448	Heritage Wealth Advisors Richmond, Virginia	$137K	$0	1	0.01%	Maintained
1449	Caxton Associates (New York) New York	$136K	+$153K	1	0.01%	New
1450	LTI Laffer Tengler Investments Nashville, Tennessee	$133K	-$69.2K	1	0.04%	Reduced