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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
1451	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$219K	+$210K	1	0.06%	New
1452	FWM Focused Wealth Management Newburgh, New York	$219K	+$663	2	0.03%	Increased
1453	DA DSC Advisors Chicago, Illinois	$218K	+$209K	1	0.17%	New
1454	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$217K	-$53.9K	2	0.09%	Reduced
1455	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$216K	-$22.7K	1	0.02%	Reduced
1456	CAWM Capital Advisors Wealth Management Yakima, Washington	$216K	+$207K	1	0.07%	New
1457	TCM Tufton Capital Management Hunt Valley, Maryland	$216K	+$207K	1	0.03%	New
1458	MPM MBB Public Markets Chicago, Illinois	$214K	+$205K	1	0%	New
1459	SC Sepio Capital Salt Lake City, Utah	$214K	+$205K	1	0.02%	New
1460	WP WealthSource Partners San Luis Obispo, California	$214K	+$205K	1	0.02%	New
1461	CT Caldwell Trust Venice, Florida	$213K	+$1.66K	2	0.02%	Increased
1462	NERM New England Research & Management Chicago, Illinois	$212K	-$123K	1	0.1%	Reduced
1463	SRC Sage Rhino Capital Menlo Park, California	$211K	+$194K	1	0.06%	New
1464	ACM Ategra Capital Management Vienna, Virginia	$211K	+$202K	1	0.09%	New
1465	III Independent Investors Inc Nesconset, New York	$210K	+$201K	1	0.04%	New
1466	Members Trust Tampa, Florida	$209K	+$200K	1	0.01%	New
1467	Boothbay Fund Management New York	$208K	-$245K	1	0%	Reduced
1468	IWA IBEX Wealth Advisors Bedminster, New Jersey	$208K	+$41.8K	1	0.04%	Increased
1469	OCM Objective Capital Management Pepper Pike, Ohio	$208K	+$200K	1	0.15%	New
1470	TTWM TCV Trust & Wealth Management Richmond, Virginia	$208K	+$200K	1	0.02%	New
1471	CPC Congress Park Capital Saratoga Springs, New York	$207K	+$199K	1	0.1%	New
1472	ERWM Elk River Wealth Management Denver, Colorado	$207K	-$24.9K	1	0.05%	Reduced
1473	PL Parthenon LLC Louisville, Kentucky	$207K	+$199K	1	0.03%	New
1474	Tiedemann Advisors New York	$207K	-$74.2K	1	0.01%	Reduced
1475	TA TrueWealth Advisors Birmingham, Alabama	$207K	+$199K	1	0.09%	New