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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	CAM Costello Asset Management Feasterville, Pennsylvania	$57.6K	$0	1	0.05%	Maintained
1702	First Command Advisory Services Fort Worth, Texas	$57.6K	+$58.2K	1	0%	New
1703	BHWM Beaird Harris Wealth Management Dallas, Texas	$57.4K	$0	1	0.01%	Maintained
1704	SFG Steward Financial Group Colleyville, Texas	$57K	-$16.7K	2	0.02%	Reduced
1705	CAS Coppell Advisory Solutions Coppell, Texas	$56.8K	-$54.7K	3	0.02%	Reduced
1706	VCM Versant Capital Management Phoenix, Arizona	$56.7K	$0	3	0.02%	Maintained
1707	EWP Elevation Wealth Partners Santa Rosa, California	$56.5K	$0	1	0.05%	Maintained
1708	IAS IMA Advisory Services Denver, Colorado	$54.8K	$0	1	0.01%	Maintained
1709	AIM Arcadia Investment Management Kalamazoo, Michigan	$53.3K	$0	1	0.01%	Maintained
1710	CHC City Holding Co Charleston, West Virginia	$53.3K	$0	1	0.01%	Maintained
1711	RFG RFP Financial Group Atlanta, Georgia	$51.6K	$0	2	0.02%	Maintained
1712	BIA Bell Investment Advisors Oakland, California	$51.1K	+$2K	3	0.01%	Increased
1713	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$51K	+$4.31K	1	0.04%	Increased
1714	LF Lee Financial Dallas, Texas	$51K	+$43.1K	1	0.01%	Increased
1715	Loomis, Sayles & Company Boston, Massachusetts	$50K	+$5.82K	1	0%	Increased
1716	ME McIlrath & Eck Arlington, Washington	$49.7K	-$1.78K	2	0.01%	Reduced
1717	KFP KB Financial Partners Princeton, New Jersey	$48K	-$6.68K	1	0.01%	Reduced
1718	SR Syntax Research Boca Raton, Florida	$48K	+$48.5K	1	0.04%	New
1719	BWP Baldwin Wealth Partners Marion, Massachusetts	$46.9K	$0	1	0%	Maintained
1720	CYG Clean Yield Group Norwich, Vermont	$46.6K	$0	1	0.02%	Maintained
1721	HT Headlands Technologies Chicago, Illinois	$46.6K	+$47.3K	2	0.02%	New
1722	EARNEST Partners Atlanta, Georgia	$46.3K	$0	2	0%	Maintained
1723	Legacy Financial Group (Iowa) Des Moines, Iowa	$45.8K	+$46.6K	2	0.01%	New
1724	SN Sittner & Nelson Eugene, Oregon	$45.2K	$0	2	0.03%	Maintained
1725	WAS Winch Advisory Services Appleton, Wisconsin	$44K	+$216	1	0.02%	Increased