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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
1926	GTS Securities Miami, Florida	$2.63M	+$79.9K	3	0.06%	Increased
1927	PA Perennial Advisors New York	$2.63M	+$1.72M	2	0.4%	Increased
1928	SL Sentinus LLC Oak Brook, Illinois	$2.63M	-$56.8K	3	0.21%	Reduced
1929	BWG Berry Wealth Group Granbury, Texas	$2.62M	-$19.4K	1	8.43%	Reduced
1930	FFA First Foundation Advisors Irvine, California	$2.62M	+$18.8K	2	0.09%	Increased
1931	LCGC Legacy Capital Group California Los Gatos, California	$2.62M	+$1.17M	2	0.79%	Increased
1932	VST Van Strum & Towne San Francisco, California	$2.62M	-$10.2K	1	0.71%	Reduced
1933	GAAM Guinness Atkinson Asset Management Pasadena, California	$2.62M	-$278K	1	1.17%	Reduced
1934	F4L Fortune 45 LLC Gonzales, Louisiana	$2.61M	+$966K	2	1.11%	Increased
1935	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$2.61M	+$15.3K	2	0.55%	Increased
1936	TIA Traphagen Investment Advisors Oradell, New Jersey	$2.61M	+$11.1K	2	0.19%	Increased
1937	JPWM Jamison Private Wealth Management Milton, Georgia	$2.6M	+$161K	1	0.26%	Increased
1938	WF WinCap Financial Boston, Massachusetts	$2.6M	+$542K	1	1.4%	Increased
1939	KCM Kathmere Capital Management Wayne, Pennsylvania	$2.6M	-$94.1K	2	0.14%	Reduced
1940	Whittier Trust South Pasadena, California	$2.6M	-$61.6K	3	0.03%	Reduced
1941	CC Commons Capital Needham, Massachusetts	$2.59M	+$27.4K	1	1.82%	Increased
1942	SI Saxon Interests Houston, Texas	$2.59M	-$129K	2	0.72%	Reduced
1943	WM Whitford Management New York	$2.59M	-$2.09M	1	2.31%	Reduced
1944	OC Oakworth Capital Birmingham, Alabama	$2.59M	+$9.3K	4	0.12%	Increased
1945	Wolverine Asset Management Chicago, Illinois	$2.59M	-$1.12M	2	0.02%	Reduced
1946	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$2.59M	+$182K	1	1.04%	Increased
1947	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$2.58M	+$198K	2	0.44%	Increased
1948	AIM Aspen Investment Management Grand Rapids, Michigan	$2.58M	+$233K	2	0.69%	Increased
1949	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.58M	+$221K	2	0.22%	Increased
1950	DAM Doheny Asset Management Los Angeles, California	$2.57M	+$46.4K	1	1.49%	Increased