← 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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$72M -$25.9M 4 0.55% Reduced
227
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$71.8M +$10.4M 1 1.98% Increased
228
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$70.8M +$7.93M 5 0.21% Increased
229
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$70.7M -$5.01M 4 0.75% Reduced
230
CEP
Chicago Equity Partners
Illinois
$70.4M -$3.6M 8 2.15% Reduced
231
Comerica Bank
Comerica Bank
Texas
$70.2M +$937K 15 0.47% Increased
232
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$69.7M -$651K 1 2.91% Reduced
233
CIBC World Markets
CIBC World Markets
New York
$69.6M +$33M 5 0.5% Increased
234
AAM
Ardevora Asset Management
United Kingdom
$69.5M -$35.6M 3 2.09% Reduced
235
MetLife Investment Management
MetLife Investment Management
New Jersey
$69.4M +$68.3M 14 0.79% New
236
DnB Asset Management
DnB Asset Management
Norway
$69.3M -$41.3M 6 0.84% Reduced
237
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$69.3M -$1.96M 8 0.55% Reduced
238
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$69.2M +$5.04M 5 0.61% Increased
239
SI
Sensato Investors
California
$68.9M +$4.84M 4 8.63% Increased
240
MCP
Moab Capital Partners
New York
$68.3M -$5.97M 1 17.22% Reduced
241
FCM
Flinton Capital Management
Pennsylvania
$68M -$309K 8 2.31% Reduced
242
PIM
Paradice Investment Management
Colorado
$65.6M +$1.28M 1 4.8% Increased
243
Wedge Capital Management
Wedge Capital Management
North Carolina
$65.5M -$1.76M 4 0.59% Reduced
244
SIM
Sadoff Investment Management
Wisconsin
$65.1M -$7.72M 2 5.32% Reduced
245
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$64.7M +$13M 5 1.1% Increased
246
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$64.5M +$18.7M 16 0.09% Increased
247
Miller Howard Investments
Miller Howard Investments
New York
$64.2M +$59.8M 1 1.4% New
248
Riverbridge Partners
Riverbridge Partners
Minnesota
$63.9M -$2.94M 3 1.24% Reduced
249
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$62.6M -$91.2M 16 0.11% Reduced
250
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61.7M +$10.2M 9 0.19% Increased