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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
1801	QL Quarry LP New York	$9.79K	-$15.4K	1	0%	Reduced
1802	GPI General Partner Inc Pittsburgh, Pennsylvania	$9.75K	$0	1	0.01%	Maintained
1803	NMG New Millennium Group Sandy, Utah	$9.46K	$0	1	0.01%	Maintained
1804	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$9.17K	$0	1	0%	Maintained
1805	CBT Central Bank & Trust Lexington, Kentucky	$8.96K	$0	1	0%	Maintained
1806	FAM Flaharty Asset Management Clearwater, Florida	$8.74K	+$8.84K	1	0%	New
1807	CSC Caldwell Sutter Capital Sausalito, California	$8.53K	$0	1	0%	Maintained
1808	BFPW BOK Financial Private Wealth Denver, Colorado	$8.21K	$0	1	0%	Maintained
1809	RTL Red Tortoise LLC Atlanta, Georgia	$8.11K	$0	1	0.01%	Maintained
1810	CMP Coston McIsaac & Partners Bar Harbor, Maine	$8K	$0	1	0%	Maintained
1811	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$8K	$0	1	0%	Maintained
1812	AFS Annapolis Financial Services Annapolis, Maryland	$7.68K	$0	1	0%	Maintained
1813	HWM HighMark Wealth Management St. Paul, Minnesota	$7.68K	$0	1	0.01%	Maintained
1814	SWM Sugarloaf Wealth Management Duluth, Georgia	$7.52K	$0	2	0%	Maintained
1815	CT Clearstead Trust Portland, Maine	$7.46K	$0	1	0%	Maintained
1816	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$7.25K	$0	1	0%	Maintained
1817	WFA West Financial Advisors Des Moines, Iowa	$7.25K	+$7.33K	1	0%	New
1818	AW Avion Wealth The Woodlands, Texas	$7K	+$3.29K	2	0%	Increased
1819	VF VitalStone Financial Shavano Park, Texas	$7K	+$6.68K	1	0.01%	New
1820	PO Private Ocean San Rafael, California	$6.76K	$0	1	0%	Maintained
1821	SJIM St. Johns Investment Management Jacksonville, Florida	$6.56K	$0	1	0%	Maintained
1822	AP Atwood & Palmer Kansas City, Missouri	$6.4K	$0	1	0%	Maintained
1823	DFA DHJJ Financial Advisors Naperville, Illinois	$6.04K	+$6.15K	1	0%	New
1824	TCA Trifecta Capital Advisors Northbrook, Illinois	$5.43K	+$1.62K	2	0%	Increased
1825	Leonteq Securities AG Zurich, Switzerland	$4.97K	+$4.46K	1	0%	New