Grid & Electrification

theme

Summary

In the Grid & Electrification theme, tracked hedge-fund managers hold 14 stocks, a combined reported value of ~$225.31B; most concentrated in EMR, PH, AME. 9 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

14stocks

Tracked gurus

9(13F)

Board total value

$225.31B

Largest holding

EMREMERSON ELECTRIC CO

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

EMREMERSON ELECTRIC CO$62.93B

Industrials

KG JG RD

PHPARKER HANNIFIN CORP$31.77B

Industrials

KG SC IE

AMEAMETEK INC$30.20B

KG SC IE

ETNEATON CORP PLC$26.65B

AI Power & Grid Industrials

PL KG IE

AYIACUITY INC$16.61B

JG IE RD

JCIJOHNSON CONTROLS INTERNATION$15.97B

Industrials

AH KG SC

TTTRANE TECHNOLOGIES PLC$7.62B

KG IE RT

ROKROCKWELL AUTOMATION INC$7.41B

Industrials

IE KG JG

NVTNVENT ELEC PLC$5.61B

IE KG SC

PWRQUANTA SERVICES INC$5.36B

AI Power & Grid Industrials

KG JG IE

POWLPOWELL INDUSTRIES INC$5.19B

RT KG IE

HUBBHUBBELL INC$4.29B

KG IE JG

GNRCGENERAC HOLDINGS INC$3.61B

Industrials

PL JG IE

PRIPRIMERICA INC$2.09B

IE RT RD

Gurus most invested in this boardby value held in this board

1Ken Griffin14 stocks$1.92B 2Philippe Laffont2 stocks$1.77B 3Izzy Englander14 stocks$1.31B 4Steven Cohen7 stocks$644.38M 5Andreas Halvorsen1 stocks$578.79M 6Joel Greenblatt14 stocks$395.84M 7Renaissance Technologies6 stocks$247.00M 8Ray Dalio10 stocks$145.00M 9Cathie Wood1 stocks$1.09M

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.