← 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
ACI
AMP Capital Investors
Australia
$40M +$5.17M 7 0.25% Increased
227
Scout Investments
Scout Investments
Missouri
$39.8M -$42M 3 0.46% Reduced
228
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$39.6M +$31.6M 2 0.08% Increased
229
Federated Hermes
Federated Hermes
Pennsylvania
$39.4M +$3.84M 11 0.12% Increased
230
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.7M +$1.65M 7 0.23% Increased
231
Conning Inc
Conning Inc
Connecticut
$38.2M +$2.8M 2 2.03% Increased
232
RG
Renaissance Group
Kentucky
$38M +$24.4M 3 1.45% Increased
233
SCM
Stevens Capital Management
Pennsylvania
$38M +$20.3M 8 1.02% Increased
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$37.9M -$579K 7 0.53% Reduced
235
Raymond James & Associates
Raymond James & Associates
Florida
$37.5M +$4.77M 8 0.23% Increased
236
SIM
Sadoff Investment Management
Wisconsin
$37.4M +$110K 2 4.86% Increased
237
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$37M +$66.3K 6 0.26% Increased
238
CCMH
Cornerstone Capital Management Holdings
New York
$36.4M -$1.08M 11 0.4% Reduced
239
OAMG
Odey Asset Management Group
United Kingdom
$35.9M +$34.6M 1 0.94% New
240
Balyasny Asset Management
Balyasny Asset Management
Illinois
$35.7M -$18.3M 5 0.4% Reduced
241
Hancock Whitney
Hancock Whitney
Mississippi
$35.5M +$5.74M 3 1.29% Increased
242
Natixis
Natixis
France
$35.4M -$17.8M 3 0.43% Reduced
243
Huntington National Bank
Huntington National Bank
Ohio
$35.4M +$1.67M 3 0.7% Increased
244
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$35.2M -$1.92M 12 0.3% Reduced
245
TCW Group
TCW Group
California
$34.4M +$209K 2 0.14% Increased
246
Pinnacle Associates
Pinnacle Associates
New York
$34.1M -$2.07M 3 0.67% Reduced
247
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$33.6M -$8.23M 4 0.69% Reduced
248
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$33.6M +$16.3M 7 0.88% Increased
249
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$33.4M -$29.5M 1 1.8% Reduced
250
KCM
Kames Capital Management
United Kingdom
$33.3M -$303K 2 1.06% Reduced