Electron Capital Partners, LLC
Electron Capital Partners, LLC is a New York-based hedge fund and investment adviser focused on global utility, renewable energy, and infrastructure sectors. Founded in 2012, the firm employs approximately 16 professionals and manages investments for institutional clients and other sophisticated investors. The firm is recognized for its expertise in energy transition and infrastructure investing.
Investment Strategy
Electron Capital Partners specializes in fundamental, research-driven investments across global utility, renewable energy, and infrastructure sectors. The firm leverages deep industry expertise to identify undervalued opportunities in companies poised to benefit from the accelerating energy transition, with a focus on capital growth, risk mitigation, and active portfolio management within these thematic verticals. Their approach is predominantly long/short equity, seeking alpha by exploiting inefficiencies and secular trends within energy markets.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CEG | CONSTELLATION ENERGY CORP | 10.58% | $197.7M | 612,409 | $56.25 | $322.76 | +$57.7M |
J JCI | JOHNSON CTLS INTL PLC | 7.65% | $142.9M | 1,353,241 | $85.51 | $105.62 | +$80.4M |
M MMM | 3M CO | 7.13% | $133.3M | 875,888 | $110.39 | $152.24 | -$9.8M |
A APD | AIR PRODS & CHEMS INC | 7.09% | $132.5M | 469,679 | $289.67 | $282.06 | +$40.6M |
M MTZ | MASTEC INC | 6.81% | $127.4M | 747,333 | $75.66 | $170.43 | +$41.8M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | United States | |
 | Managing Director | New York, NY , United States | |
 | Partner | United States | |
 | Analyst | New York, NY , United States | |
R Ran Zhou | Managing Partner & CIO | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
X Xiongfei Zhang | Analyst | New York, NY , United States |