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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	FFP FourThought Financial Partners Venice, Florida	$226K	+$221K	1	0.03%	New
1427	CWM Cahaba Wealth Management Atlanta, Georgia	$226K	+$221K	1	0.03%	New
1428	GFP Gryphon Financial Partners Columbus, Ohio	$226K	+$221K	1	0.05%	New
1429	FNBOSM First National Bank of South Miami South Miami, Florida	$225K	$0	1	0.17%	Maintained
1430	FSA Franklin Street Advisors Chapel Hill, North Carolina	$225K	+$220K	1	0.02%	New
1431	RIA Regal Investment Advisors Kentwood, Michigan	$225K	+$219K	1	0.02%	New
1432	PAM Premier Asset Management Chicago, Illinois	$225K	-$188K	1	0.28%	Reduced
1433	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$224K	+$219K	1	0.22%	New
1434	DF Dent & Co Baltimore, Maryland	$224K	+$218K	1	0%	New
1435	SFP Shepherd Financial Partners Winchester, Massachusetts	$223K	+$218K	1	0.04%	New
1436	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$222K	+$213K	1	0.03%	New
1437	BFA Benedict Financial Advisors Atlanta, Georgia	$221K	+$211K	1	0.07%	New
1438	MCC Money Concepts Capital Palm Beach Gardens, Florida	$220K	+$38.3K	3	0.01%	Increased
1439	IPW Invictus Private Wealth Denver, Colorado	$220K	+$215K	1	0.03%	New
1440	VI Versor Investments New York	$220K	-$432K	1	0.02%	Reduced
1441	JWWM Johnson & White Wealth Management York, Pennsylvania	$219K	+$203K	1	0.22%	New
1442	InterOcean Capital Group Nashville, Tennessee	$219K	+$214K	1	0.01%	New
1443	GWM Gitterman Wealth Management Edison, New Jersey	$219K	+$209K	1	0.11%	New
1444	SA Shilanski & Associates Anchorage, Alaska	$218K	+$209K	1	0.1%	New
1445	Douglass Winthrop Advisors New York	$218K	+$213K	1	0.01%	New
1446	CA Claro Advisors Boston, Massachusetts	$217K	+$208K	1	0.07%	New
1447	OC Oakworth Capital Birmingham, Alabama	$217K	$0	1	0.02%	Maintained
1448	AIM Athena Investment Management Orinda, California	$215K	+$210K	1	0.16%	New
1449	SSW Stone Summit Wealth Miami, Florida	$214K	+$209K	1	0.1%	New
1450	FCM Firsthand Capital Management San Jose, California	$213K	+$204K	1	0.25%	New