← 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
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$59.6M -$48.4K 3 5.36% Reduced
227
Comerica Bank
Comerica Bank
Texas
$59M -$78.9K 16 0.44% Reduced
228
Natixis Advisors
Natixis Advisors
Massachusetts
$58.6M -$1.71M 7 0.63% Reduced
229
Wedge Capital Management
Wedge Capital Management
North Carolina
$58.5M -$2.26M 5 0.56% Reduced
230
DAC
Dividend Assets Capital
South Carolina
$58.2M +$1.28M 1 2.3% Increased
231
TCW Group
TCW Group
California
$58.1M +$5.21M 2 0.48% Increased
232
SIM
Sadoff Investment Management
Wisconsin
$57.8M +$506K 2 5.48% Increased
233
Robeco Schweiz
Robeco Schweiz
Switzerland
$57.3M +$3.56M 7 4.8% Increased
234
Winton Group
Winton Group
United Kingdom
$57M -$1.97M 4 1.67% Reduced
235
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$56.6M -$3.04M 7 0.36% Reduced
236
CEP
Chicago Equity Partners
Illinois
$56.5M +$8.74M 9 1.52% Increased
237
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$56.1M +$38.4M 4 0.63% Increased
238
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$56M -$11.6M 15 0.55% Reduced
239
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$56M $0 1 0.5% Maintained
240
BCM
Brown Capital Management
Maryland
$55M -$15.6M 1 0.67% Reduced
241
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54M +$13.1M 5 0.51% Increased
242
Gabelli Funds
Gabelli Funds
New York
$53.9M -$846K 2 0.32% Reduced
243
Sterling Capital Management
Sterling Capital Management
North Carolina
$53.4M -$93.4K 9 0.52% Reduced
244
TimesSquare Capital Management
TimesSquare Capital Management
New York
$52.8M -$4.08M 1 0.34% Reduced
245
FCM
Flinton Capital Management
Pennsylvania
$52.1M +$4.89M 8 1.91% Increased
246
SI
Sensato Investors
California
$52M -$30.1M 2 13.15% Reduced
247
MCP
Moab Capital Partners
New York
$51.4M +$6.65M 1 15.96% Increased
248
AL
AJO LP
Pennsylvania
$51.1M +$34.3M 4 0.22% Increased
249
TPSF
Texas Permanent School Fund
Texas
$51M -$287K 13 0.67% Reduced
250
Candriam SCA
Candriam SCA
Luxembourg
$50.9M +$11.4M 3 0.96% Increased