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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
2001	KIM Kane Investment Management Los Gatos, California	$2.38M	+$535K	3	1.02%	Increased
2002	LA Lakeside Advisors Seattle, Washington	$2.38M	$0	1	1.5%	Maintained
2003	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$2.38M	$0	2	0.59%	Maintained
2004	VGDSS VUB Generali dochodkova spravcovska spolocnost Bratislava,	$2.37M	$0	1	1.63%	Maintained
2005	FPW Fairvoy Private Wealth Birmingham, Alabama	$2.37M	+$1.13M	3	0.48%	Increased
2006	WC Wynn Capital Augusta, Georgia	$2.36M	-$5.1K	1	1.06%	Reduced
2007	IIM Illumine Investment Management Poulsbo, Washington	$2.36M	-$2.17M	0	–	Closed
2008	FHC First Horizon Corporation Memphis, Tennessee	$2.36M	-$18.3K	5	0.09%	Reduced
2009	IP Indivisible Partners Clearwater, Florida	$2.36M	+$686K	2	0.13%	Increased
2010	ARG Advisory Resource Group Tulsa, Oklahoma	$2.35M	-$160K	2	0.35%	Reduced
2011	DIP Davis Investment Partners Charlotte, North Carolina	$2.35M	$0	1	0.72%	Maintained
2012	FSA Financial Security Advisor Virginia Beach, Virginia	$2.35M	+$573K	2	0.38%	Increased
2013	NPCM New Paradigm Capital Management Great Falls, Virginia	$2.35M	-$2.35M	1	5.02%	Reduced
2014	VFM Viking Fund Management Minot, North Dakota	$2.35M	$0	1	0.21%	Maintained
2015	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$2.35M	+$145K	3	0.62%	Increased
2016	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$2.35M	-$42.5K	1	0.46%	Reduced
2017	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$2.34M	$0	1	0.26%	Maintained
2018	GCM Goldstream Capital Management Central, Hong Kong	$2.34M	-$1.78M	1	1.77%	Reduced
2019	CCC Chesapeake Capital Corp Tampa, Florida	$2.34M	-$179K	2	1.23%	Reduced
2020	GLR Great Lakes Retirement Sandusky, Ohio	$2.33M	+$161K	2	0.21%	Increased
2021	SL Sentry LLC Memphis, Tennessee	$2.32M	$0	1	0.65%	Maintained
2022	SFP Shepherd Financial Partners Winchester, Massachusetts	$2.32M	+$164K	2	0.19%	Increased
2023	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$2.32M	+$6.45K	1	0.27%	Increased
2024	SPC Spirepoint Private Client Vero Beach, Florida	$2.32M	+$101K	2	0.19%	Increased
2025	VR Vision Retirement Ridgewood, New Jersey	$2.31M	+$603K	2	0.56%	Increased