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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	AA Alta Advisers London, United Kingdom	$235K	$0	1	0.14%	Maintained
1552	BOM Bank of Marin Novato, California	$235K	$0	1	0.23%	Maintained
1553	TWA Talisman Wealth Advisors Mountainside, New Jersey	$234K	-$17K	1	0.41%	Reduced
1554	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$234K	$0	1	0.1%	Maintained
1555	WAM Worth Asset Management Dallas, Texas	$234K	$0	1	0.19%	Maintained
1556	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$233K	+$236K	2	0.12%	New
1557	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$233K	+$251K	1	0.22%	New
1558	ECG Edge Capital Group Atlanta, Georgia	$233K	-$1.21M	1	0.02%	Reduced
1559	AIM Anchor Investment Management Columbia, South Carolina	$232K	+$2.37K	2	0.03%	Increased
1560	1CM 1492 Capital Management Milwaukee, Wisconsin	$231K	+$233K	1	0.15%	New
1561	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$230K	-$25K	1	0.17%	Reduced
1562	RWP Ridgecrest Wealth Partners Mill Valley, California	$230K	$0	1	0.16%	Maintained
1563	CWA Consilium Wealth Advisory Richardson, Texas	$229K	+$17.2K	1	0.16%	Increased
1564	TFF The Family Firm Bethesda, Maryland	$229K	$0	1	0.06%	Maintained
1565	CGIM Capital Group Investment Management Raffles Quay, Singapore	$229K	-$5.39K	1	0.01%	Reduced
1566	Simon Quick Advisors Morristown, New Jersey	$228K	+$230K	1	0.02%	New
1567	Obermeyer Wealth Partners Aspen, Colorado	$227K	+$229K	1	0.02%	New
1568	AWM Accurate Wealth Management Wesley Chapel, Florida	$226K	+$230K	1	0.07%	New
1569	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$226K	+$1.73K	1	0.05%	Increased
1570	Plancorp LLC Saint Louis, Missouri	$225K	+$8.62K	1	0.01%	Increased
1571	RP Riverwater Partners Milwaukee, Wisconsin	$225K	-$469K	1	0.2%	Reduced
1572	BMC Beaton Management Company Haverhill, Massachusetts	$225K	+$3.45K	1	0.15%	Increased
1573	HWA Heartwood Wealth Advisors Richmond, Virginia	$225K	$0	1	0.03%	Maintained
1574	Aspiriant LLC Los Angeles, California	$224K	+$227K	1	0.01%	New
1575	HUB Investment Partners Austin, Texas	$224K	-$40.3K	1	0.03%	Reduced