← 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
Miller Howard Investments
Miller Howard Investments
New York
$48.5M +$9M 2 0.65% Increased
227
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$48.5M +$2.17M 3 1.43% Increased
228
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.3M +$3.81M 10 0.35% Increased
229
PP
PDT Partners
New York
$48.3M -$14.9M 7 1.26% Reduced
230
M&T Bank
M&T Bank
New York
$47.7M -$2.81M 11 0.29% Reduced
231
Clough Capital Partners
Clough Capital Partners
Massachusetts
$47.7M +$33.1M 3 1.82% Increased
232
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$47.4M -$3.9M 5 0.95% Reduced
233
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$46.9M +$5.42M 14 0.38% Increased
234
CAM
Contour Asset Management
New York
$45.6M +$18.1M 1 2.23% Increased
235
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45M +$1.29M 9 0.21% Increased
236
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$44.6M -$1.5M 2 1.24% Reduced
237
SG Americas Securities
SG Americas Securities
New York
$44.6M +$1.99M 9 0.29% Increased
238
SEI Investments
SEI Investments
Pennsylvania
$44.5M +$5.65M 12 0.4% Increased
239
Apex Capital Management
Apex Capital Management
Ohio
$44.4M +$3.65M 2 0.95% Increased
240
KI
Kalmar Investments
Delaware
$44.2M -$2.61M 3 0.84% Reduced
241
Foresters Investment Management
Foresters Investment Management
New York
$44M +$11.7M 1 0.83% Increased
242
Columbus Circle Investors
Columbus Circle Investors
$43.9M +$6.43M 3 0.31% Increased
243
Hancock Whitney
Hancock Whitney
Mississippi
$43.6M $0 4 1.67% Maintained
244
National Pension Service
National Pension Service
South Korea
$43.6M +$6.42M 3 0.57% Increased
245
ProShare Advisors
ProShare Advisors
Maryland
$43.6M -$12.7M 10 0.6% Reduced
246
Conning Inc
Conning Inc
Connecticut
$43.5M -$6.07M 3 1.78% Reduced
247
Sadoff Investment Management
Sadoff Investment Management
Wisconsin
$43.3M +$332K 2 4.71% Increased
248
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$43M -$1.44M 6 0.3% Reduced
249
TSU
TD Securities (USA)
New York
$42.8M +$9.05M 4 0.58% Increased
250
Visium Asset Management
Visium Asset Management
New York
$42.7M +$9.9M 7 0.61% Increased