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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
1526	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$40K	$0	1	0.03%	Maintained
1527	BWM Baystate Wealth Management Boston, Massachusetts	$39K	$0	2	0%	Maintained
1528	TWP TFO Wealth Partners Maumee, Ohio	$39K	+$39.8K	1	0.01%	New
1529	TF TimeScale Financial Danvers, Massachusetts	$39K	$0	3	0.01%	Maintained
1530	TCM Tradewinds Capital Management Bellingham, Washington	$39K	$0	2	0.01%	Maintained
1531	FFWM Future Financial Wealth Management Cincinnati, Ohio	$38K	$0	1	0.03%	Maintained
1532	SWA SOA Wealth Advisors New York	$38K	$0	3	0.01%	Maintained
1533	PGAM Princeton Global Asset Management Princeton, New Jersey	$37K	+$32.2K	1	0.01%	Increased
1534	VCM Versant Capital Management Phoenix, Arizona	$37K	-$2.64K	4	0.01%	Reduced
1535	CYG Clean Yield Group Norwich, Vermont	$35K	-$27.2K	1	0.01%	Reduced
1536	LJHT Laurie J. Hall Trustee	$35K	$0	1	0.01%	Maintained
1537	ZIG Zullo Investment Group Scranton, Pennsylvania	$35K	-$7.54K	2	0.02%	Reduced
1538	DI Disciplined Investments Tulsa, Oklahoma	$34K	+$6.3K	2	0.01%	Increased
1539	FPB First PREMIER Bank Sioux Falls, South Dakota	$34K	$0	1	0.01%	Maintained
1540	MCM MV Capital Management Bethesda, Maryland	$34K	+$20.1K	2	0.01%	Increased
1541	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$33K	-$872	2	0.01%	Reduced
1542	FMP Financial Management Professionals Austin, Texas	$33K	+$27K	3	0.01%	Increased
1543	SC Seldon Capital San Francisco, California	$33K	$0	1	0.02%	Maintained
1544	SN Sittner & Nelson Eugene, Oregon	$32K	$0	2	0.02%	Maintained
1545	SFG Steward Financial Group Colleyville, Texas	$32K	+$33.2K	1	0.03%	New
1546	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$32K	+$24.4K	2	0.03%	Increased
1547	CSB City State Bank Norwalk, Iowa	$31K	-$16K	1	0.02%	Reduced
1548	SLWA San Luis Wealth Advisors San Luis Obispo, California	$31K	+$27.9K	1	0.02%	New
1549	VRM Vectors Research Management New York	$31K	-$30.3K	2	0.01%	Reduced
1550	WAS Winch Advisory Services Appleton, Wisconsin	$31K	$0	1	0.01%	Maintained