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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
1876	LWP LFG Wealth Partners Elizabethtown, Kentucky	$2.8M	-$401K	1	1.31%	Reduced
1877	AMG National Trust Bank Greenwood Village, Colorado	$2.8M	+$384K	2	0.06%	Increased
1878	RCA Resonant Capital Advisors Madison, Wisconsin	$2.79M	+$21.2K	2	0.13%	Increased
1879	LI LRI Investments Palm Beach Gardens, Florida	$2.79M	-$482K	4	0.22%	Reduced
1880	AlTi Global New York	$2.78M	+$222K	3	0.06%	Increased
1881	ACA Atlas Capital Advisors Jackson, Wyoming	$2.78M	+$104K	3	0.3%	Increased
1882	APW Aventura Private Wealth Aventura, Florida	$2.77M	+$303K	3	0.85%	Increased
1883	1W 1776 Wealth Atlanta, Georgia	$2.76M	-$41.5K	1	0.97%	Reduced
1884	C Certuity North Palm Beach, Florida	$2.76M	+$149K	3	0.14%	Increased
1885	CFFP Center for Financial Planning Southfied, Michigan	$2.75M	-$165K	2	0.26%	Reduced
1886	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$2.75M	+$1.46M	1	1.08%	Increased
1887	LAM L2 Asset Management Wayland, Massachusetts	$2.75M	+$129K	2	0.29%	Increased
1888	ACM Avalon Capital Management Port Of Redwood City, California	$2.74M	-$424K	2	0.65%	Reduced
1889	PTP Platform Technology Partners New York	$2.74M	+$26K	2	0.45%	Increased
1890	RW RVW Wealth Los Angeles, California	$2.74M	-$1.03M	1	0.18%	Reduced
1891	PAM Paradigm Asset Management New York	$2.74M	+$1.45M	2	0.59%	Increased
1892	S Steadtrust Allen, Texas	$2.74M	-$5.43K	3	1.38%	Reduced
1893	BRG Bay Rivers Group Williamsburg, Virginia	$2.74M	+$15.5K	2	0.93%	Increased
1894	SCM Sidoxia Capital Management Newport Beach, California	$2.73M	-$260K	1	2%	Reduced
1895	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$2.73M	+$44.8K	2	0.17%	Increased
1896	PFT Providence First Trust Scottsdale, Arizona	$2.72M	+$1.07M	2	0.76%	Increased
1897	WCA Westover Capital Advisors Wilmington, Delaware	$2.72M	-$1.97K	2	0.45%	Reduced
1898	Quotient Wealth Partners Dallas, Texas	$2.72M	+$95.4K	2	0.06%	Increased
1899	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$2.72M	+$55.7K	1	0.16%	Increased
1900	AWM Aprio Wealth Management Atlanta, Georgia	$2.71M	+$214K	2	0.13%	Increased