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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	DWA Delos Wealth Advisors Dallas, Texas	$13.9K	$0	1	0.02%	Maintained
1752	Fuller & Thaler Asset Management San Mateo, California	$13.7K	$0	1	0%	Maintained
1753	TF TimeScale Financial Danvers, Massachusetts	$13.7K	-$11.7K	2	0%	Reduced
1754	CP Castleview Partners Dallas, Texas	$11.7K	$0	1	0.01%	Maintained
1755	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$11.5K	$0	1	0%	Maintained
1756	YAL Your Advocates Ltd Houston, Texas	$11.1K	+$2.89K	1	0.01%	Increased
1757	AWM Abound Wealth Management Franklin, Tennessee	$10.9K	+$1.15K	1	0%	Increased
1758	FPFS First Personal Financial Services Charlotte, North Carolina	$10.7K	-$269K	1	0%	Reduced
1759	JMF Johnson Midwest Financial Glidden, Iowa	$10.7K	$0	1	0.01%	Maintained
1760	GWSA Global Wealth Strategies & Associates Denver, Colorado	$10.4K	$0	1	0%	Maintained
1761	NCM Northwest Capital Management Lake Oswego, Oregon	$10.3K	+$8.97K	1	0%	New
1762	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$10.1K	$0	1	0.01%	Maintained
1763	WAM WFA Asset Management Whitefish Bay, Wisconsin	$10.1K	$0	1	0.01%	Maintained
1764	SIC SJS Investment Consulting Sylvania, Ohio	$9.62K	-$309	2	0%	Reduced
1765	GPI General Partner Inc Pittsburgh, Pennsylvania	$9.51K	$0	1	0.01%	Maintained
1766	AP Advisors Preferred Rockville, Maryland	$9.43K	+$8.27K	1	0%	New
1767	SC Solstein Capital Menlo Park, California	$9.25K	$0	1	0.01%	Maintained
1768	NMG New Millennium Group Sandy, Utah	$8.92K	+$5.8K	1	0.01%	Increased
1769	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$8.65K	+$7.56K	1	0%	New
1770	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$8.65K	$0	1	0%	Maintained
1771	CBT Central Bank & Trust Lexington, Kentucky	$8.45K	-$7.04K	1	0%	Reduced
1772	2L 25 LLC St. Louis, Missouri	$8.18K	$0	1	0%	Maintained
1773	CSC Caldwell Sutter Capital Sausalito, California	$8.04K	+$5.28K	1	0%	Increased
1774	BFPW BOK Financial Private Wealth Denver, Colorado	$8.01K	-$7.68K	1	0%	Reduced
1775	CMP Coston McIsaac & Partners Bar Harbor, Maine	$8K	$0	1	0%	Maintained