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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	AlTi Global New York	$229K	+$205K	1	0.01%	New
1702	DAM Doheny Asset Management Los Angeles, California	$228K	$0	1	0.22%	Maintained
1703	Hills Bank & Trust North Liberty, Iowa	$228K	+$1.77K	1	0.02%	Increased
1704	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$227K	-$22.3K	1	0.06%	Reduced
1705	VC Veracity Capital Atlanta, Georgia	$226K	-$662	1	0.09%	Reduced
1706	CGH CMG Global Holdings Plano, Texas	$226K	+$181K	1	0.16%	New
1707	AFP Alpha Financial Partners Lexington, Kentucky	$226K	+$207K	1	0.22%	New
1708	SCM Schnieders Capital Management Pasadena, California	$225K	+$207K	1	0.05%	New
1709	CA Calton & Associates Tampa, Florida	$224K	+$206K	1	0.09%	New
1710	AWA Arete Wealth Advisors Chicago, Illinois	$224K	+$205K	1	0.02%	New
1711	FOA Five Oceans Advisors Santa Monica, California	$224K	+$205K	1	0.13%	New
1712	EC EntryPoint Capital New York	$224K	+$212K	1	0.21%	New
1713	AWM Angeles Wealth Management Santa Monica, California	$223K	+$205K	1	0.03%	New
1714	SWP Strategic Wealth Partners Independence, Ohio	$222K	-$60.3K	1	0.03%	Reduced
1715	PIA Panoramic Investment Advisors Denver, Colorado	$222K	+$203K	1	0.19%	New
1716	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$222K	+$203K	1	0.08%	New
1717	UID Union Investments & Development Tel Aviv, Israel	$222K	$0	1	0.21%	Maintained
1718	TDC Thompson Davis & Co Richmond, Virginia	$221K	+$193K	1	0.19%	New
1719	AWM Accurate Wealth Management Wesley Chapel, Florida	$219K	-$36.6K	1	0.07%	Reduced
1720	M1FG Mach-1 Financial Group Rogers, Arkansas	$219K	-$504K	1	0.08%	Reduced
1721	JIP Jaffetilchin Investment Partners Tampa, Florida	$218K	+$200K	1	0.02%	New
1722	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$218K	+$200K	1	0.08%	New
1723	SIAG Safeguard Investment Advisory Group Corona, California	$217K	+$199K	1	0.08%	New
1724	WDA Wendell David Associates Portsmouth, New Hampshire	$217K	-$177K	1	0.02%	Reduced
1725	Benjamin Edwards Inc Clayton, Missouri	$216K	+$20.9K	1	0.05%	Increased