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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	BFA Benedict Financial Advisors Atlanta, Georgia	$316K	$0	1	0.09%	Maintained
1527	IAIM International Assets Investment Management Orlando, Florida	$316K	-$30.9K	1	0.04%	Reduced
1528	Quotient Wealth Partners Dallas, Texas	$316K	+$290K	1	0.01%	New
1529	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$315K	+$288K	1	0.02%	New
1530	RFS Retirement Financial Solutions Knoxville, Tennessee	$314K	-$5.52K	1	0.18%	Reduced
1531	CWM Connecticut Wealth Management Farmington, Connecticut	$313K	+$287K	1	0.02%	New
1532	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$313K	-$4.27M	1	0%	Reduced
1533	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$313K	+$287K	1	0.07%	New
1534	LAS Legacy Advisory Services Exton, Pennsylvania	$313K	+$287K	1	0.33%	New
1535	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$313K	$0	1	0.11%	Maintained
1536	SNB Security National Bank Omaha, Nebraska	$313K	$0	1	0.07%	Maintained
1537	PFP Paragon Financial Partners Woodland Hills, California	$312K	+$1.1K	1	0.3%	Increased
1538	Avantax Planning Partners Dubuque, Iowa	$311K	+$2.87K	1	0.01%	Increased
1539	PA Probity Advisors Dallas, Texas	$311K	-$13.9K	1	0.07%	Reduced
1540	WA Wealth Architects Mountain View, California	$310K	+$7.95K	1	0.04%	Increased
1541	LCM Landscape Capital Management Englewood, New Jersey	$309K	+$235K	1	0.03%	New
1542	SSWM Strait & Sound Wealth Management San Francisco, California	$309K	$0	1	0.19%	Maintained
1543	TIM Tevis Investment Management Plano, Texas	$309K	-$58.9K	1	0.28%	Reduced
1544	RCM Raleigh Capital Management Cary, North Carolina	$309K	+$14.3K	1	0.14%	Increased
1545	LIM Lagoda Investment Management New York	$308K	+$55.2K	1	0.21%	Increased
1546	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$307K	-$282K	1	0.03%	Reduced
1547	Meridian Wealth Management Lexington, Kentucky	$307K	-$23.4K	1	0.02%	Reduced
1548	ANB Amarillo National Bank Amarillo, Texas	$306K	+$9.49K	1	0.06%	Increased
1549	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$306K	+$5.52K	1	0.27%	Increased
1550	Capstone Investment Advisors New York	$305K	-$743K	1	0%	Reduced