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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
2351	BMA Brooks Moore & Associates Chattanooga, Tennessee	$242K	+$183K	1	0.14%	New
2352	GA Goldstein Advisors Madison, Wisconsin	$242K	+$223K	1	0.04%	New
2353	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$242K	$0	1	0.1%	Maintained
2354	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$242K	$0	1	0.13%	Maintained
2355	Country Trust Bank Bloomington, Illinois	$242K	-$74.9K	2	0.01%	Reduced
2356	SAM SignalPoint Asset Management Springfield, Missouri	$241K	$0	1	0.06%	Maintained
2357	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$241K	+$222K	1	0.05%	New
2358	ECM Elgethun Capital Management Sioux Falls, South Dakota	$240K	$0	1	0.06%	Maintained
2359	MAM Montchanin Asset Management Montchanin, Delaware	$240K	+$176K	1	0.22%	New
2360	TCOK Trust Company of Kansas Wichita, Kansas	$240K	+$221K	1	0.12%	New
2361	MAM McLean Asset Management Tysons, Virginia	$239K	-$917	1	0.07%	Reduced
2362	PCMC Private Capital Management (Colorado) Denver, Colorado	$238K	+$180K	1	0.04%	New
2363	WR WD Rutherford Portland, Oregon	$238K	$0	1	0.12%	Maintained
2364	GHA GW Henssler & Associates Kennesaw, Georgia	$238K	+$175K	1	0.01%	New
2365	SWM Silverlake Wealth Management Williston, Vermont	$238K	+$179K	1	0.09%	New
2366	VWA VERITY Wealth Advisors Sausalito, United States	$238K	+$179K	1	0.17%	New
2367	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$238K	+$179K	1	0.06%	New
2368	MKC M. Kraus & Co Shelburne, Vermont	$238K	$0	1	0.07%	Maintained
2369	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$237K	-$314K	1	0.05%	Reduced
2370	IIM Ironwood Investment Management Boston, Massachusetts	$237K	$0	1	0.12%	Maintained
2371	BIA Beacon Investment Advisors Gaithersburg, Maryland	$237K	+$21.4K	1	0.11%	Increased
2372	Capstone Investment Advisors New York	$237K	-$1.17M	1	0%	Reduced
2373	FFA Fi3 Financial Advisors Indianapolis, Indiana	$236K	+$4.58K	1	0.09%	Increased
2374	CIAS CFS Investment Advisory Services Totowa, New Jersey	$236K	+$11.3K	1	0.02%	Increased
2375	SAF Smith Anglin Financial Dallas, Texas	$236K	+$178K	1	0.02%	New