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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
  • VRT$1.32B
    Norges Bank (Norway SWF)Izzy Englander (Millennium Mgmt)Philippe Laffont (Coatue)+7
    VERTIV HOLDINGS CO
  • HUBB$719M
    Wellington ManagementNorges Bank (Norway SWF)Jeremy Grantham (GMO)+5
    HUBBELL INC
  • BE$497M
    Norges Bank (Norway SWF)Wellington ManagementPaul Tudor Jones (Tudor Investment)+8
    BLOOM ENERGY CORP
  • AEIS$203M
    Norges Bank (Norway SWF)Wellington ManagementKen Fisher (Fisher Asset Mgmt)+5
    ADVANCED ENERGY INDS
  • AYI$198M
    Norges Bank (Norway SWF)Steve Cohen (Point72)Ken Griffin (Citadel Advisors)+5
    ACUITY BRANDS INC
  • TE$142M
    Ken Griffin (Citadel Advisors)Steve Cohen (Point72)Renaissance Technologies+6
    FREYR BATTERY INC
  • PLUG$93M
    Two Sigma InvestmentsRenaissance TechnologiesD.E. Shaw & Co.+5
    PLUG POWER INC
  • ENS$90M
    Norges Bank (Norway SWF)Ray Dalio (Bridgewater Associates)Steve Cohen (Point72)+2
    ENERSYS
Most sold
Tracked managers trimmed or exited
  • BE$580M
    Whale Rock CapitalD.E. Shaw & Co.Ken Griffin (Citadel Advisors)+1
    BLOOM ENERGY CORP
  • VRT$255M
    Whale Rock CapitalRon Baron (Baron Capital / BAMCO)Wellington Management+3
    VERTIV HOLDINGS CO
  • AYI$97M
    Wellington ManagementIzzy Englander (Millennium Mgmt)Renaissance Technologies+3
    ACUITY BRANDS INC
  • ENS$77M
    Izzy Englander (Millennium Mgmt)AQR Capital ManagementKen Fisher (Fisher Asset Mgmt)+3
    ENERSYS
  • HAYW$59M
    Wellington ManagementD.E. Shaw & Co.Ken Fisher (Fisher Asset Mgmt)
    HAYWARD HLDGS INC
  • HUBB$46M
    Ken Griffin (Citadel Advisors)Izzy Englander (Millennium Mgmt)
    HUBBELL INC
  • ENVX$38M
    Ken Griffin (Citadel Advisors)Izzy Englander (Millennium Mgmt)Steve Cohen (Point72)+3
    ENOVIX CORPORATION
  • AEIS$26M
    Ron Baron (Baron Capital / BAMCO)First Eagle Investment ManagementD.E. Shaw & Co.+2
    ADVANCED ENERGY INDS

Biggest electrical equipment & parts books

Top 12 super-investors · 2025Q4
#ManagerSector valuePositions% of bookTop picks
1Wellington Management
$2.44B
100.4%
HUBBVRTAYI
2T. Rowe Price
$1.99B
190.2%
VRTHUBBAYI
3Norges Bank
Norway SWF
$1.47B
90.2%
VRTBEAYI
4D.E. Shaw & Co.
$903M
140.7%
BEVRTPLUG
5Izzy Englander
Millennium Mgmt
$691M
200.5%
VRTAYIHUBB
6AQR Capital Management
$613M
180.3%
VRTAYIENS
7Two Sigma Investments
$387M
150.6%
BEEOSEPLUG
8Ken Fisher
Fisher Asset Mgmt
$355M
50.1%
AYIPOWLAEIS
9Ken Griffin
Citadel Advisors
$351M
190.2%
VRTBETE
10Leon Cooperman
Omega Family Office
$350M
111.6%
VRT
11Ron Baron
Baron Capital / BAMCO
$313M
20.8%
VRTAEIS
12Renaissance Technologies
$303M
120.5%
VRTPLUGTE

Constituent tickers

#TickerCompanyValue
1VRTVERTIV HOLDINGS CO$4.28B
2BEBLOOM ENERGY CORP$1.86B
3HUBBHUBBELL INC$1.81B
4AYIACUITY BRANDS INC$1.12B
5AEISADVANCED ENERGY INDS$466.3M
6ENSENERSYS$332.6M
7PLUGPLUG POWER INC$159.8M
8TEFREYR BATTERY INC$156.1M
9HAYWHAYWARD HLDGS INC$146.2M
10POWLPOWELL INDS INC$139.0M
11EOSEEOS ENERGY ENTERPRISES INC$126.0M
12ENRENERGIZER HLDGS INC NEW$82.4M
13ATKRATKORE INC$56.0M
14BLDPBALLARD PWR SYS INC NEW$45.1M
15AMPXAMPRIUS TECHNOLOGIES INC$40.3M
16PLPCPREFORMED LINE PRODS CO$28.3M
17FCELFUELCELL ENERGY INC$21.3M
18KEKIMBALL ELECTRONICS INC$16.8M
19ENVXENOVIX CORPORATION$15.7M
20LTBRLIGHTBRIDGE CORP$13.6M