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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
1601	CG Clifford Group Wayland, Massachusetts	$275K	$0	1	0.25%	Maintained
1602	CBB Citizens Business Bank Ontario, California	$273K	-$243K	1	0.06%	Reduced
1603	Members Trust Tampa, Florida	$273K	$0	1	0.01%	Maintained
1604	Sapient Capital Indianapolis, Indiana	$273K	+$250K	1	0.01%	New
1605	FA Fiducient Advisors Chicago, Illinois	$273K	+$250K	1	0.05%	New
1606	Simon Quick Advisors Morristown, New Jersey	$272K	+$14.1K	1	0.02%	Increased
1607	BP BBR Partners New York	$272K	+$249K	1	0.03%	New
1608	FFP FourThought Financial Partners Venice, Florida	$272K	+$662	1	0.03%	Increased
1609	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$271K	+$1.1K	1	0.09%	Increased
1610	Plancorp LLC Saint Louis, Missouri	$270K	+$14.3K	1	0.01%	Increased
1611	&Partners Nashville, Tennessee	$270K	+$249K	1	0.07%	New
1612	KFI Key Financial Inc West Chester, Pennsylvania	$270K	$0	3	0.07%	Maintained
1613	ECG Edge Capital Group Atlanta, Georgia	$269K	+$5.74K	1	0.02%	Increased
1614	TWA Talisman Wealth Advisors Mountainside, New Jersey	$267K	+$2.43K	1	0.4%	Increased
1615	SCP Sivia Capital Partners Mill Valley, California	$267K	+$245K	1	0.2%	New
1616	ICM IMS Capital Management Portland, Oregon	$266K	$0	1	0.13%	Maintained
1617	AA Alta Advisers London, United Kingdom	$265K	$0	1	0.14%	Maintained
1618	BOM Bank of Marin Novato, California	$265K	$0	1	0.24%	Maintained
1619	WAM Worth Asset Management Dallas, Texas	$264K	$0	1	0.19%	Maintained
1620	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$264K	$0	1	0.11%	Maintained
1621	XTX Topco George Town, Cayman Islands	$264K	-$2.89M	2	0.06%	Reduced
1622	6CM 683 Capital Management New York	$263K	+$200K	1	0.02%	New
1623	HWM Hohimer Wealth Management Seattle, Washington	$263K	-$58.3K	1	0.07%	Reduced
1624	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$263K	-$742	2	0.12%	Reduced
1625	Confluence Investment Management St. Louis, Missouri	$262K	-$208K	1	0%	Reduced