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James Shaver — Institutional Investor Profile | Buyside Digest

James Shaver

Institutional Investor • Electron Capital Partners

Value

$3.5B

Stocks

45 Stocks

Turnover

0.0%

CIK

0001586986EDGAR ↗

Website ↗

Top Holdings

FLEX(11.29%) MTZ(10.41%) XELLL(8.17%) NEE-PS(6.84%) ETR(6.21%)

About Investor

Electron Capital Partners is led by four senior investment partners who collectively have an average of 25 years of industry experience, including an average of 17 years at Electron. Three of the four partners have extensive international experience, with two partners having emigrated to the United States from Asia. The current Managing Partner & CIO is Ran NMN Zhou, who took over from James Oscar Shaver. The firm employs a diverse and cohesive team of 15 individuals from various backgrounds that create a unique culture of collaboration and inclusiveness. The leadership team's deep sector expertise, particularly with former SAC Capital Advisor team members, has been recognized for delivering solid returns moderately insulated from volatile tech sectors.

Investor Philosophy

Investment philosophy details pending verification.

James Shaver Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
FLEX	None	Flex Ltd	Information Technology	$280.0M	11.3%	No Change
MTZ	None	MasTec, Inc.	Industrials	$258.0M	10.4%	No Change
XELLL	None	Xcel Energy Inc.	General	$202.5M	8.2%	No Change
NEE-PS	None	NEXTERA ENERGY INC	General	$169.7M	6.8%	No Change
ETR	None	Entergy Corp.	Utilities	$154.0M	6.2%	No Change
COHR	None	Coherent Corp.	Information Technology	$109.3M	4.4%	-99.9%
FE	None	FirstEnergy	General	$97.3M	3.9%	No Change
JCI	None	Johnson Controls International PLC	Industrials	$90.9M	3.7%	No Change
WMB	None	The Williams Companies Inc	Energy	$85.8M	3.5%	No Change
CEG	None	Constellation Energy Corporation	Utilities	$71.1M	2.9%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
COHCoherent Corp	$109296.6M	-100.0%	0.0%	Sold Out
CGNXCognex Corporation	$70091.2M	-100.0%	0.0%	Sold Out
COHRCoherent Corp.	$109.3M	-99.9%	4.4%	Decreased
CGXCognex Corporation	$70.1M	-99.9%	2.8%	Decreased

13F Sector Breakdown

Industrials27.7%

General25.9%

Information Technology23.8%

Utilities14.3%

Energy4.4%

Sector	Stocks	Value	Exposure
Industrials	12	$686.4M	27.7%
General	13	$642.3M	25.9%
Information Technology	8	$589.6M	23.8%
Utilities	6	$354.0M	14.3%
Energy	2	$108.6M	4.4%
Consumer Discretionary	2	$55.0M	2.2%
Technology	1	$25.0M	1.0%
Materials	1	$18.5M	0.8%