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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	EWP Elevation Wealth Partners Santa Rosa, California	$401K	+$356K	1	0.24%	Increased
1427	WP WealthSource Partners San Luis Obispo, California	$398K	+$91.8K	1	0.03%	Increased
1428	PCG Prosperity Consulting Group Owings Mills, Maryland	$397K	+$88.3K	1	0.13%	Increased
1429	PIM Paradice Investment Management Denver, Colorado	$394K	-$16.6K	1	0.05%	Reduced
1430	TA Townsend & Associates Westminster, Colorado	$394K	$0	1	0.05%	Maintained
1431	TIMH Tilt Investment Management Holdings New York	$392K	+$360K	1	0.42%	New
1432	TNAM Terra Nova Asset Management New York	$390K	$0	1	0.34%	Maintained
1433	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$390K	+$357K	1	0%	New
1434	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$389K	+$357K	1	0.15%	New
1435	HA Harfst & Associates Sheridan, Wyoming	$388K	$0	1	0.1%	Maintained
1436	SIC Sigma Investment Counselors Northville, Michigan	$385K	$0	1	0.03%	Maintained
1437	SWS SYSTM Wealth Solutions Chicago, Illinois	$382K	+$44.7K	2	0.05%	Increased
1438	AMG National Trust Bank Greenwood Village, Colorado	$381K	+$3.97K	1	0.01%	Increased
1439	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$381K	-$1.01M	1	0%	Reduced
1440	RWMG Redwood Wealth Management Group Medford, New Jersey	$381K	-$46.4K	1	0.42%	Reduced
1441	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$380K	-$44.1K	1	0.16%	Reduced
1442	VCP Verus Capital Partners Scottsdale, Arizona	$380K	+$53.9K	1	0.05%	Increased
1443	OAM Ostrum Asset Management Paris, France	$379K	-$2.54M	2	0.03%	Reduced
1444	TLCM Twin Lakes Capital Management Redwood Shores, California	$378K	-$69.5K	1	0.26%	Reduced
1445	CG Clarus Group Houston, Texas	$377K	$0	1	0.29%	Maintained
1446	PFA Pathway Financial Advisors South Burlington, Vermont	$376K	$0	1	0.11%	Maintained
1447	SC Sepio Capital Salt Lake City, Utah	$374K	+$60.9K	1	0.03%	Increased
1448	SWA Stratos Wealth Advisors Beachwood, Ohio	$374K	+$12.1K	1	0.02%	Increased
1449	WFI West Family Investments Carlsbad, California	$373K	+$24.9K	1	0.13%	Increased
1450	Washington Trust Westerly, Rhode Island	$372K	-$7.52K	2	0.01%	Reduced