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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
1701	FFA Founders Financial Alliance Raleigh, North Carolina	$3.59M	-$753K	2	0.48%	Reduced
1702	PIM Platinum Investment Management Sydney Australia 2000, Australia	$3.58M	$0	1	0.88%	Maintained
1703	GSC G&S Capital Denver, Colorado	$3.57M	+$3.1M	1	1.03%	New
1704	DC Diametric Capital Boston, Massachusetts	$3.56M	-$4.64M	4	0.38%	Reduced
1705	SCI Stableford Capital II Scottsdale, Arizona	$3.56M	+$489K	2	1.23%	Increased
1706	PE PCM Encore Aspen, Colorado	$3.55M	+$11.1K	3	0.62%	Increased
1707	BCM Bannerstone Capital Management Wayzata, Minnesota	$3.55M	+$527K	3	2.98%	Increased
1708	VF Virtu Financial New York	$3.55M	+$601K	3	0.11%	Increased
1709	FBT First Bankers Trust Louisville, Kentucky	$3.54M	+$215K	2	1.1%	Increased
1710	RPGNY Retirement Planning Group (New York) Malta, New York	$3.53M	+$82.7K	1	1.93%	Increased
1711	CAAS Capital Asset Advisory Services Williamston, Michigan	$3.53M	+$245K	2	0.13%	Increased
1712	RIA Regal Investment Advisors Kentwood, Michigan	$3.53M	+$1.16M	2	0.18%	Increased
1713	DAM Deltec Asset Management New York	$3.53M	+$1.78M	2	0.52%	Increased
1714	Capital Analysts LLC Fort Washington, Pennsylvania	$3.53M	+$300	3	0.08%	Increased
1715	SBFM S-Bank Fund Management Helsinki, Finland	$3.52M	-$4.08M	1	0.48%	Reduced
1716	RRA Round Rock Advisors Wilton, Connecticut	$3.52M	+$283K	4	0.45%	Increased
1717	TVWM Tower View Wealth Management Shorewood, Wisconsin	$3.5M	-$2.82K	2	1.54%	Reduced
1718	WWM Waterway Wealth Management The Woodlands, Texas	$3.5M	-$1.35M	2	0.72%	Reduced
1719	CWA Consilium Wealth Advisory Richardson, Texas	$3.5M	-$708K	2	1.04%	Reduced
1720	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$3.49M	+$400K	2	0.58%	Increased
1721	RCG Ridge Creek Global Strongsville, Ohio	$3.49M	$0	1	2.71%	Maintained
1722	SP SWS Partners Columbus, Ohio	$3.47M	-$258K	1	0.75%	Reduced
1723	RGF Retirement Guys Formula Maumee, Ohio	$3.47M	-$34.6K	2	1.31%	Reduced
1724	CAM Cozad Asset Management Champaign, Illinois	$3.47M	-$25.7K	3	0.22%	Reduced
1725	JIC Joel Isaacson & Co New York	$3.46M	+$134K	2	0.1%	Increased