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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
1576	SWG Summit Wealth Group White River Junction, Vermont	$224K	$0	1	0.2%	Maintained
1577	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$223K	-$14K	1	0.07%	Reduced
1578	TFM TFC Financial Management Boston, Massachusetts	$223K	$0	3	0.05%	Maintained
1579	WH Whitcomb & Hess Ashland, Ohio	$222K	$0	1	0.08%	Maintained
1580	CF Centaurus Financial Anaheim, California	$222K	-$16K	1	0.02%	Reduced
1581	CreativeOne Wealth Overland Park, Kansas	$222K	-$883K	1	0.02%	Reduced
1582	FSCM Front Street Capital Management Missoula, Montana	$222K	$0	1	0.05%	Maintained
1583	SG StoneX Group New York	$222K	-$117K	1	0.02%	Reduced
1584	SA Syntax Advisors New York	$222K	-$56.7K	1	0.2%	Reduced
1585	VCG Vantage Consulting Group Virginia Beach, Virginia	$222K	-$56.7K	1	0.15%	Reduced
1586	Brookstone Capital Management Wheaton, Illinois	$220K	+$238K	1	0%	New
1587	LIM Lagoda Investment Management New York	$220K	+$222K	1	0.14%	New
1588	NFG Nadler Financial Group Deerfield, Illinois	$220K	$0	1	0.03%	Maintained
1589	CNWM Clay Northam Wealth Management Huntington Beach, California	$219K	$0	1	0.22%	Maintained
1590	AIM Avity Investment Management Greenwich, Connecticut	$219K	-$10.8K	1	0.02%	Reduced
1591	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$218K	$0	1	0.03%	Maintained
1592	CCA Childress Capital Advisors Houston, Texas	$217K	+$219K	1	0.07%	New
1593	BWM BCS Wealth Management Johnson City, Tennessee	$216K	+$219K	1	0.09%	New
1594	Nicholas Hoffman & Company Atlanta, Georgia	$216K	+$218K	1	0.02%	New
1595	FAG Fortitude Advisory Group Gig Harbor, Washington	$215K	+$217K	1	0.15%	New
1596	EIP Ellis Investment Partners Berwyn, Pennsylvania	$215K	-$8.62K	1	0.06%	Reduced
1597	B Bensler Bellevue, Washington	$214K	+$217K	1	0.04%	New
1598	Group One Trading Chicago, Illinois	$214K	-$445K	4	0%	Reduced
1599	RW Rede Wealth Charlottesville, Virginia	$214K	$0	1	0.11%	Maintained
1600	VP Verum Partners Charlotte, North Carolina	$213K	-$78.7K	1	0.1%	Reduced