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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
1751	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$0	-$1.07M	0	–	Closed
1752	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$0	-$211K	0	–	Closed
1753	GC GMT Capital Atlanta, Georgia	$0	-$1.58M	0	–	Closed
1754	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$315K	0	–	Closed
1755	Ingalls & Snyder LLC New York	$0	-$1.03M	0	–	Closed
1756	ICM Invenomic Capital Management Boston, Massachusetts	$0	-$587K	0	–	Closed
1757	IF Ironwood Financial Tucson, Arizona	$0	-$1K	0	–	Closed
1758	JWM Jupiter Wealth Management Glendale, Colorado	$0	-$687K	0	–	Closed
1759	KPW Kore Private Wealth New York	$0	-$524K	0	–	Closed
1760	LPWM Lake Point Wealth Management Rockwall, Texas	$0	$0	1	0%	Maintained
1761	Laurion Capital Management New York	$0	-$9.45M	0	–	Closed
1762	LWM Liberty Wealth Management Oakland, California	$0	-$72K	0	–	Closed
1763	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
1764	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	+$568	1	0%	New
1765	MWM Madison Wealth Management Cincinnati, Ohio	$0	-$307K	0	–	Closed
1766	Magnetar Financial Evanston, Illinois	$0	-$941K	0	–	Closed
1767	MAM Meeder Asset Management Dublin, Ohio	$0	-$1.75M	0	–	Closed
1768	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$0	-$59K	0	–	Closed
1769	NICM Neo Ivy Capital Management New York	$0	-$25K	0	–	Closed
1770	Nordea Investment Management Stockholm, Sweden	$0	-$68.8M	0	–	Closed
1771	OWM OneAscent Wealth Management Birmingham, Alabama	$0	-$468K	0	–	Closed
1772	PFM Parsec Financial Management Asheville, North Carolina	$0	-$201K	0	–	Closed
1773	PFC Poplar Forest Capital Pasadena, California	$0	-$490K	0	–	Closed
1774	PWM Prentice Wealth Management Rochester, New York	$0	-$5K	0	–	Closed
1775	RCA Ranch Capital Advisors Sarasota, Florida	$0	-$110K	0	–	Closed