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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	MM MQS Management New York	$207K	+$181K	1	0.12%	New
2002	IP Investment Partners New Philadelphia, Ohio	$205K	+$179K	1	0.09%	New
2003	PWW Pettyjohn Wood & White Lynchburg, Virginia	$205K	+$179K	1	0.04%	New
2004	FCG Fielder Capital Group Nashville, Tennessee	$205K	+$179K	1	0.09%	New
2005	CCG Chatham Capital Group Savannah, Georgia	$203K	+$178K	1	0.04%	New
2006	HCM Hengehold Capital Management Cincinnati, Ohio	$203K	+$178K	1	0.02%	New
2007	Index Fund Advisors Irvine, California	$203K	+$178K	1	0.01%	New
2008	PWA Peterson Wealth Advisors Orem, Utah	$203K	+$178K	1	0.04%	New
2009	HT Heritage Trust Oklahoma City, Oklahoma	$201K	+$176K	1	0.03%	New
2010	BIA Beacon Investment Advisors Gaithersburg, Maryland	$201K	+$176K	1	0.11%	New
2011	RWM Refined Wealth Management Salt Lake City, Utah	$200K	+$175K	1	0.14%	New
2012	SOW State of Wyoming Cheyenne, Wyoming	$200K	-$122K	3	0.03%	Reduced
2013	AF Arrow Financial Glens Falls, New York	$197K	-$6.83K	2	0.02%	Reduced
2014	GCM Gables Capital Management Miami, Florida	$195K	$0	1	0.11%	Maintained
2015	CAM Creekmur Asset Management Morton, Illinois	$192K	$0	1	0.07%	Maintained
2016	HT Headlands Technologies Chicago, Illinois	$191K	+$100K	1	0.05%	Increased
2017	PB Pinnacle Bancorp Beatrice, Nebraska	$189K	-$15.1K	2	0.06%	Reduced
2018	WWP WR Wealth Planners Columbia, Missouri	$187K	+$163K	3	0.06%	New
2019	GG Gleason Group Prospect, Kentucky	$186K	$0	1	0.04%	Maintained
2020	GIA GHP Investment Advisors Denver, Colorado	$186K	$0	2	0.01%	Maintained
2021	HWA HHM Wealth Advisors Chattanooga, Tennessee	$186K	$0	1	0.03%	Maintained
2022	BLC Brown, Lisle/Cummings Providence, Rhode Island	$184K	$0	1	0.06%	Maintained
2023	Heritage Wealth Advisors Richmond, Virginia	$181K	-$34.2K	1	0.01%	Reduced
2024	RMC Resources Management Corp West Hartford, Connecticut	$180K	-$27.3K	1	0.03%	Reduced
2025	GW&K Investment Management Boston, Massachusetts	$179K	+$75.7K	1	0%	Increased