← All themes Semiconductors

Analog & Power Semis

Analog and power semiconductors manage voltage, current, and real-world signals rather than running software. Demand tracks industrial capital spending, vehicles, and grid equipment instead of the computing cycle.

27 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Walleye Capital New York	$311M	+$169M	22	1.11%	Increased
227	KLP Kapitalforvaltning Oslo, Norway	$311M	+$30.6M	18	1%	Increased
228	WorldQuant Millennium Advisors New York	$308M	+$101M	7	1.06%	Increased
229	Eurizon Capital SGR SpA Milan,	$307M	-$120M	14	0.82%	Reduced
230	Cerity Partners New York	$307M	-$358K	18	0.37%	Reduced
231	TimesSquare Capital Management New York	$306M	-$80.8M	4	4.51%	Reduced
232	Loomis, Sayles & Company Boston, Massachusetts	$306M	+$33.9M	7	0.38%	Increased
233	Nordea Investment Management Stockholm, Sweden	$301M	+$60M	8	0.25%	Increased
234	Rockefeller Capital Management New York	$301M	+$10M	22	0.46%	Increased
235	Madison Asset Management Madison, Wisconsin	$300M	-$22.7M	3	3.57%	Reduced
236	Swiss Life Asset Management Zurich,	$299M	-$25.3M	17	1.24%	Reduced
237	Calamos Advisors Naperville, Illinois	$298M	-$68M	12	0.99%	Reduced
238	UniSuper Management Melbourne, Victoria, Australia	$290M	+$34.4M	6	1.5%	Increased
239	Canoe Financial Calgary, Alberta, Canada	$289M	+$2.54M	2	3.58%	Increased
240	CI Investments Inc Toronto, Ontario, Canada	$287M	+$119M	8	0.92%	Increased
241	Chevy Chase Trust Bethesda, Maryland	$283M	-$5.12M	5	0.73%	Reduced
242	Huntington National Bank Columbus, Ohio	$279M	+$5.22M	20	1.36%	Increased
243	D1 Capital Partners New York	$279M	-$321M	3	0.8%	Reduced
244	STRS Ohio Columbus, Ohio	$279M	-$6.25M	18	1.04%	Reduced
245	HCC Hill City Capital Boston, Massachusetts	$277M	+$50.3M	2	6.47%	Increased
246	Stephens Investment Management Group Houston, Texas	$277M	-$44.5M	4	2.97%	Reduced
247	Railway Pension Investments London, United Kingdom	$277M	-$36.1M	2	3.48%	Reduced
248	Retirement Systems of Alabama Montgomery, Alabama	$274M	+$6.28M	12	0.83%	Increased
249	Findlay Park Partners London, United Kingdom	$274M	-$162M	2	3.7%	Reduced
250	Axiom Investors Greenwich, Connecticut	$274M	+$237M	3	2.37%	New