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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
1976	CMP Coston McIsaac & Partners Bar Harbor, Maine	$9K	$0	1	0%	Maintained
1977	JFA JNBA Financial Advisors Bloomington, Minnesota	$8.91K	-$5.08K	1	0%	Reduced
1978	AWM AllSquare Wealth Management Albany, New York	$8.8K	+$7.9K	1	0.01%	New
1979	AFS Annapolis Financial Services Annapolis, Maryland	$8.67K	$0	1	0%	Maintained
1980	HWM HighMark Wealth Management St. Paul, Minnesota	$8.67K	$0	1	0.01%	Maintained
1981	SWM Sugarloaf Wealth Management Duluth, Georgia	$8.49K	$0	2	0%	Maintained
1982	AP Atwood & Palmer Kansas City, Missouri	$8.43K	+$1.1K	1	0%	Increased
1983	CT Clearstead Trust Portland, Maine	$8.43K	$0	1	0%	Maintained
1984	PO Private Ocean San Rafael, California	$8.42K	$0	1	0%	Maintained
1985	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$8.19K	$0	1	0%	Maintained
1986	HI Hoey Investments Coatesville, Pennsylvania	$7.22K	-$23K	1	0%	Reduced
1987	SJIM St. Johns Investment Management Jacksonville, Florida	$7.13K	$0	1	0%	Maintained
1988	AW Avion Wealth The Woodlands, Texas	$7K	-$2.21K	1	0%	Reduced
1989	DFA DHJJ Financial Advisors Naperville, Illinois	$6.74K	$0	1	0%	Maintained
1990	AA Addison Advisors Middlebury, Vermont	$5.06K	+$1.99K	1	0%	Increased
1991	FRA Frank Rimerman Advisors Palo Alto, California	$5.06K	+$4.63K	1	0%	New
1992	CPG Custom Portfolio Group Englewood, Colorado	$4.82K	+$4.42K	1	0%	New
1993	GFPC Global Financial Private Client Sarasota, Florida	$4.82K	$0	1	0%	Maintained
1994	IRC Investors Research Corp Atlanta, Georgia	$4.58K	+$4.19K	1	0%	New
1995	MIM Macroview Investment Management Bethesda, Maryland	$3.85K	-$8.39K	1	0%	Reduced
1996	VAG VisionPoint Advisory Group Dallas, Texas	$3.83K	-$18.5K	2	0%	Reduced
1997	LPP Life Planning Partners Jacksonville, Florida	$3.37K	+$3.09K	1	0%	New
1998	PCM Perritt Capital Management Chicago, Illinois	$3.37K	$0	1	0%	Maintained
1999	AWM Able Wealth Management Toms River, New Jersey	$3.12K	+$2.94K	2	0%	New
2000	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	-$5.96K	1	0%	Reduced