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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
1551	RWP Ridgecrest Wealth Partners Mill Valley, California	$217K	+$190K	1	0.14%	New
1552	WH Whitcomb & Hess Ashland, Ohio	$217K	+$186K	1	0.08%	New
1553	AIM Avity Investment Management Greenwich, Connecticut	$216K	+$189K	1	0.02%	New
1554	C Certuity North Palm Beach, Florida	$216K	+$189K	1	0.02%	New
1555	TFF The Family Firm Bethesda, Maryland	$216K	+$189K	1	0.06%	New
1556	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$216K	+$21.1K	1	0.02%	Increased
1557	Farther Finance Advisors San Francisco, California	$214K	+$16.4K	3	0.05%	Increased
1558	SFG Sovereign Financial Group Stamford, Connecticut	$213K	+$186K	1	0.07%	New
1559	HWA Heartwood Wealth Advisors Richmond, Virginia	$212K	+$185K	1	0.03%	New
1560	WC Wexford Capital West Palm Beach, Florida	$211K	+$182K	1	0.04%	New
1561	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$211K	+$185K	1	0.05%	New
1562	NC NinePointTwo Capital Los Angeles, California	$211K	+$192K	1	0.08%	New
1563	SWG Summit Wealth Group White River Junction, Vermont	$211K	+$183K	1	0.09%	Increased
1564	EIP Ellis Investment Partners Berwyn, Pennsylvania	$211K	+$184K	1	0.05%	New
1565	Quantbot Technologies New York	$210K	-$2.73M	2	0.01%	Reduced
1566	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$209K	-$35.2K	2	0.08%	Reduced
1567	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$209K	+$183K	1	0.02%	New
1568	BMC Beaton Management Company Haverhill, Massachusetts	$209K	+$183K	1	0.13%	New
1569	FSCM Front Street Capital Management Missoula, Montana	$209K	+$183K	1	0.04%	New
1570	VCP Verus Capital Partners Scottsdale, Arizona	$208K	+$182K	1	0.03%	New
1571	NFG Nadler Financial Group Deerfield, Illinois	$207K	+$181K	1	0.03%	New
1572	CNWM Clay Northam Wealth Management Huntington Beach, California	$207K	+$181K	1	0.2%	New
1573	DU Delphia (USA) Toronto, Ontario, Canada	$207K	+$181K	1	0.33%	New
1574	LAM L2 Asset Management Wayland, Massachusetts	$207K	+$181K	1	0.1%	New
1575	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$206K	+$180K	1	0.03%	New