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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	CHAM Clear Harbor Asset Management Stamford, Connecticut	$250K	+$5.17K	1	0.03%	Increased
1527	CRWM Castle Rock Wealth Management Walnut Creek, California	$250K	$0	1	0.08%	Maintained
1528	CFS Commonwealth Financial Services Vienna, West Virginia	$250K	+$253K	1	0.07%	New
1529	FCM Firsthand Capital Management San Jose, California	$249K	$0	1	0.36%	Maintained
1530	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$249K	+$251K	1	0.05%	New
1531	LC Lincoln Capital Lincoln, Nebraska	$248K	$0	1	0.07%	Maintained
1532	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$247K	-$21.3K	1	0.03%	Reduced
1533	BFA Beaumont Financial Advisors Needham, Massachusetts	$246K	+$7.54K	1	0.02%	Increased
1534	FIM Freedom Investment Management Hartford, Connecticut	$246K	-$22.2K	1	0.03%	Reduced
1535	LA Lindenwold Advisors Reading, Pennsylvania	$245K	-$103K	1	0.15%	Reduced
1536	Members Trust Tampa, Florida	$244K	$0	1	0.01%	Maintained
1537	M MOTCO San Antonio, Texas	$244K	-$55.2K	3	0.02%	Reduced
1538	LAM L2 Asset Management Wayland, Massachusetts	$244K	+$9.87M	1	0.11%	Increased
1539	MC Machina Capital Paris, France	$244K	+$247K	1	0.14%	New
1540	CWM Cahaba Wealth Management Atlanta, Georgia	$243K	-$19.8K	1	0.03%	Reduced
1541	CG Clifford Group Wayland, Massachusetts	$243K	$0	1	0.26%	Maintained
1542	WW Westshore Wealth Newport Beach, California	$242K	-$259K	1	0.13%	Reduced
1543	FFP FourThought Financial Partners Venice, Florida	$240K	-$8.19K	1	0.03%	Reduced
1544	CWM Compass Wealth Management Guilford, Connecticut	$240K	+$6.47K	1	0.08%	Increased
1545	KFI Key Financial Inc West Chester, Pennsylvania	$239K	$0	3	0.08%	Maintained
1546	Farther Finance Advisors San Francisco, California	$239K	+$13K	3	0.04%	Increased
1547	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$239K	-$16K	1	0.07%	Reduced
1548	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$239K	+$241K	1	0.22%	New
1549	PPWM Paragon Private Wealth Management Lexington, Kentucky	$237K	-$89.5K	1	0.2%	Reduced
1550	ICM IMS Capital Management Portland, Oregon	$235K	$0	1	0.14%	Maintained