← 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
Winton Group
Winton Group
United Kingdom
$68.5M +$5.21M 6 2.18% Increased
227
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$68.2M +$340K 5 0.75% Increased
228
Ninety One (UK)
Ninety One (UK)
United Kingdom
$68.1M +$1.09M 1 0.3% Increased
229
ACPU
Arrowgrass Capital Partners (US)
Delaware
$67.9M +$8.21M 3 0.5% Increased
230
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$67.6M +$4.47M 15 0.63% Increased
231
MCP
Moab Capital Partners
New York
$67.2M +$772K 1 13.99% Increased
232
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$66.7M -$3.24M 1 2.9% Reduced
233
Natixis Advisors
Natixis Advisors
Massachusetts
$66.7M +$360K 8 0.7% Increased
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$66.6M -$2.42M 13 0.75% Reduced
235
Comerica Bank
Comerica Bank
Texas
$66.4M +$87.1K 16 0.48% Increased
236
CEP
Chicago Equity Partners
Illinois
$66.1M +$2.5M 8 2.09% Increased
237
SIM
Sadoff Investment Management
Wisconsin
$65.7M -$383K 2 5.87% Reduced
238
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$65.5M -$1.67M 10 0.42% Reduced
239
Riverbridge Partners
Riverbridge Partners
Minnesota
$65.2M -$2.88M 3 1.28% Reduced
240
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$64.8M -$23.8M 2 2.34% Reduced
241
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$64.2M -$4.12M 8 0.52% Reduced
242
Sterling Capital Management
Sterling Capital Management
North Carolina
$63.8M +$151K 8 0.6% Increased
243
FCM
Flinton Capital Management
Pennsylvania
$63.5M +$4.61M 8 2.27% Increased
244
Gabelli Funds
Gabelli Funds
New York
$63.4M +$254K 2 0.36% Increased
245
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$61.7M +$26.3M 6 0.28% Increased
246
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$61.5M +$10.5M 1 1.88% Increased
247
DZ Bank
DZ Bank
Germany
$60.9M +$5.45M 5 0.25% Increased
248
AL
AJO LP
Pennsylvania
$60.4M -$2.11M 5 0.26% Reduced
249
KBC Group
KBC Group
Belgium
$60.4M +$6.62M 7 0.55% Increased
250
RHJA
Rice Hall James & Associates
California
$59.9M +$13.1M 4 2.65% Increased