Industry deep-dive
Electrical Equipment & Parts
Every super-investor and insider move tracked across 20 tickers in this industry.
Tickers
20
Combined value
$10.91B
Insider net (30d)
−$16.4M
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest electrical equipment & parts books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Wellington Management | $2.44B |
| 2 | T. Rowe Price | $1.99B |
| 3 | Norges Bank Norway SWF | $1.47B |
| 4 | D.E. Shaw & Co. | $903M |
| 5 | Izzy Englander Millennium Mgmt | $691M |
| 6 | AQR Capital Management | $613M |
| 7 | Two Sigma Investments | $387M |
| 8 | Ken Fisher Fisher Asset Mgmt | $355M |
| 9 | Ken Griffin Citadel Advisors | $351M |
| 10 | Leon Cooperman Omega Family Office | $350M |
| 11 | Ron Baron Baron Capital / BAMCO | $313M |
| 12 | Renaissance Technologies | $303M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $4.28B |
| 2 | BE | BLOOM ENERGY CORP | $1.86B |
| 3 | HUBB | HUBBELL INC | $1.81B |
| 4 | AYI | ACUITY BRANDS INC | $1.12B |
| 5 | AEIS | ADVANCED ENERGY INDS | $466.3M |
| 6 | ENS | ENERSYS | $332.6M |
| 7 | PLUG | PLUG POWER INC | $159.8M |
| 8 | TE | FREYR BATTERY INC | $156.1M |
| 9 | HAYW | HAYWARD HLDGS INC | $146.2M |
| 10 | POWL | POWELL INDS INC | $139.0M |
| 11 | EOSE | EOS ENERGY ENTERPRISES INC | $126.0M |
| 12 | ENR | ENERGIZER HLDGS INC NEW | $82.4M |
| 13 | ATKR | ATKORE INC | $56.0M |
| 14 | BLDP | BALLARD PWR SYS INC NEW | $45.1M |
| 15 | AMPX | AMPRIUS TECHNOLOGIES INC | $40.3M |
| 16 | PLPC | PREFORMED LINE PRODS CO | $28.3M |
| 17 | FCEL | FUELCELL ENERGY INC | $21.3M |
| 18 | KE | KIMBALL ELECTRONICS INC | $16.8M |
| 19 | ENVX | ENOVIX CORPORATION | $15.7M |
| 20 | LTBR | LIGHTBRIDGE CORP | $13.6M |