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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
1501	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$330K	+$21K	1	0.04%	Increased
1502	Arkadios Wealth Advisors Atlanta, Georgia	$330K	-$165K	1	0.03%	Reduced
1503	AIM Athena Investment Management Orinda, California	$329K	$0	1	0.21%	Maintained
1504	MKA M. Kulyk & Associates Decatur, Georgia	$329K	+$302K	1	0.08%	New
1505	RIA Regal Investment Advisors Kentwood, Michigan	$328K	+$32K	1	0.02%	Increased
1506	FFA Fortune Financial Advisors Overland Park, Kansas	$327K	-$11K	1	0.23%	Reduced
1507	VWM Venturi Wealth Management Austin, Texas	$326K	+$37.3K	1	0.02%	Increased
1508	PSCM Per Stirling Capital Management Austin, Texas	$326K	-$66.2K	1	0.06%	Reduced
1509	RA Rise Advisors Rochester, New York	$325K	+$78.4K	1	0.23%	Increased
1510	ACM Alethea Capital Management Mercer Island, Washington	$325K	$0	1	0.38%	Maintained
1511	HFP Holistic Financial Partners Indianapolis, Indiana	$325K	-$28K	1	0.2%	Reduced
1512	OWA Outlook Wealth Advisors Shenandoah, Texas	$324K	+$883	1	0.11%	Increased
1513	TCM Tufton Capital Management Hunt Valley, Maryland	$323K	+$20.5K	1	0.07%	Increased
1514	ECM Everence Capital Management Goshen, Indiana	$322K	$0	1	0.02%	Maintained
1515	CB CNB Bank Clearfield, Pennsylvania	$322K	$0	2	0.17%	Maintained
1516	Equitable Holdings New York	$320K	+$34.2K	1	0%	Increased
1517	PP Pegasus Partners Mequon, Wisconsin	$320K	-$6.18K	1	0.04%	Reduced
1518	DIM DLK Investment Management Solana Beach, California	$319K	+$293K	1	0.15%	New
1519	WSC Wellington Shields & Co New York	$319K	+$138K	1	0.12%	Increased
1520	CreativeOne Wealth Overland Park, Kansas	$319K	+$62.7K	1	0.02%	Increased
1521	FHA Flagship Harbor Advisors Boston, Massachusetts	$319K	-$55.4K	1	0.02%	Reduced
1522	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$318K	+$292K	1	0.25%	New
1523	CFGS Concourse Financial Group Securities Birmingham, Alabama	$318K	+$19.5K	3	0.02%	Increased
1524	LAM L2 Asset Management Wayland, Massachusetts	$317K	-$10M	1	0.13%	Reduced
1525	MAM Meeder Asset Management Dublin, Ohio	$317K	+$9.27K	1	0.02%	Increased