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Jay Rhame (CEO), Timothy O. Porter (CIO), John P. Bartlett (President) — Institutional Investor Profile | Buyside Digest

Jay Rhame (CEO), Timothy O. Porter (CIO), John P. Bartlett (President)

Institutional Investor • Multiple Products (UTG, UTES, Infrastructure Fund, SMAs)

Value

$6.0B

Stocks

36 Stocks

Turnover

0.0%

CIK

0000740913EDGAR ↗

Website ↗

Top Holdings

GEV(5.71%) GLW(5.22%) EQIX(5.17%) PWR(5.07%) TALEN(4.63%)

About Investor

Reaves Asset Management was founded in 1961 by William H. Reaves, building on his experience and knowledge of the utilities industry to create the framework for their research-driven investment philosophy. The firm is an independently owned, employee-owned company where all employees invest alongside clients through profit-sharing trusts and funds. Jay Rhame serves as CEO since 2019 and co-manages key fund products, bringing extensive experience since joining in 2005. John P. Bartlett serves as President since 2019 with nearly 30 years of utilities sector expertise since joining in 1995. Timothy O. Porter serves as CIO since 2020 and leads the Infrastructure Fund, having joined the firm in 2004. The leadership team combines decades of specialized infrastructure and utilities investment experience with a focus on rigorous fundamental research and disciplined portfolio management.

Investor Philosophy

Investment philosophy details pending verification.

Jay Rhame (CEO), Timothy O. Porter (CIO), John P. Bartlett (President) Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GEV	None	GE Vernova Inc.	Industrials	$199.5M	5.7%	No Change
GLW	None	Corning Incorporated	Information Technology	$182.6M	5.2%	No Change
EQIX	None	Equinix Inc.	Real Estate	$181.0M	5.2%	No Change
PWR	None	Quanta Services, Inc.	Industrials	$177.3M	5.1%	No Change
TALEN	None	Talen Energy Corp	General	$162.1M	4.6%	No Change
DTM	None	DT Midstream, Inc.	General	$157.8M	4.5%	No Change
WMB	None	The Williams Companies Inc	Energy	$157.2M	4.5%	No Change
MP	None	MP Materials Corp.	Materials	$146.0M	4.2%	No Change
VST	None	Vistra Corp.	Utilities	$140.0M	4.0%	No Change
CEG	None	Constellation Energy Corporation	Utilities	$138.4M	4.0%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
CP.TOCanadian Pacific Kansas City	$108509.8M	-100.0%	0.0%	Sold Out
COHCoherent Corp	$84043.8M	-100.0%	0.0%	Sold Out
TLNTalen Energy Corporation	$162.1M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Utilities31.0%

Industrials17.7%

General15.8%

Energy14.1%

Information Technology9.1%

Sector	Stocks	Value	Exposure
Utilities	14	$1083.5M	31.0%
Industrials	4	$618.5M	17.7%
General	6	$554.4M	15.8%
Energy	5	$494.0M	14.1%
Information Technology	3	$319.8M	9.1%
Real Estate	2	$237.9M	6.8%
Materials	2	$189.2M	5.4%