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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	BFPW BOK Financial Private Wealth Denver, Colorado	$2.85K	-$5.62K	1	0%	Reduced
2002	Leonteq Securities AG Zurich, Switzerland	$2.65K	-$2.51K	1	0%	Reduced
2003	CFS CGC Financial Services Lake Oswego, Oregon	$2.56K	$0	2	0%	Maintained
2004	TWP TFO Wealth Partners Maumee, Ohio	$2.49K	$0	3	0%	Maintained
2005	CSC Caldwell Sutter Capital Sausalito, California	$2.41K	-$6.62K	1	0%	Reduced
2006	LIM Longfellow Investment Management Boston, Massachusetts	$2.41K	$0	1	0%	Maintained
2007	CI Cordant Inc Portland, Oregon	$2.13K	+$1.91K	1	0%	New
2008	PP PFS Partners Mine Hill, New Jersey	$2.09K	$0	1	0%	Maintained
2009	BC Broadwater Capital Boston, Massachusetts	$1.93K	+$1.77K	1	0%	New
2010	HCP Hexagon Capital Partners Rogers, Arkansas	$1.71K	$0	1	0%	Maintained
2011	W WealthCollab Bellevue, Washington	$1.45K	+$1.32K	1	0%	New
2012	APC Aspire Private Capital Cornelius, North Carolina	$1.44K	+$569	1	0%	Increased
2013	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$1.42K	+$1.27K	1	0%	New
2014	Group One Trading Chicago, Illinois	$1.37K	-$229K	1	0%	Reduced
2015	CPA Clear Point Advisors Melville, New York	$1.2K	+$1.1K	1	0%	New
2016	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1.12K	$0	1	0%	Maintained
2017	FGA Fortis Group Advisors Westwood, New Jersey	$1.06K	+$477	1	0%	Increased
2018	FPB First PREMIER Bank Sioux Falls, South Dakota	$1K	+$1.32K	1	0%	New
2019	TWD True Wealth Design Akron, Ohio	$964	$0	1	0%	Maintained
2020	RG Retirement Group San Diego, California	$722	$0	1	0%	Maintained
2021	KLWA Kelly Lawrence W & Associates Pasadens, California	$295	$0	1	0%	Maintained
2022	LWA Lowe Wealth Advisors Columbia, Maryland	$118	$0	1	0%	Maintained
2023	KFS Kelly Financial Services Braintree, Massachusetts	$59	$0	1	0%	Maintained
2024	APM Advanced Portfolio Management New York	$0	-$409K	0	–	Closed
2025	Advent Capital Management New York	$0	-$2.13M	0	–	Closed