← 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
251
Davenport & Co
Davenport & Co
Virginia
$271M -$21.5M 6 1.33% Reduced
252
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$269M -$134M 6 0.97% Reduced
253
Asset Management One
Asset Management One
Japan
$267M +$5.52M 10 0.69% Increased
254
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$265M -$64.1M 4 4.66% Reduced
255
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$264M +$10.3M 16 0.58% Increased
256
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$263M -$4.18M 19 0.77% Reduced
257
M&T Bank
M&T Bank
New York
$261M -$1.93M 16 0.77% Reduced
258
LPU
Lansdowne Partners (UK)
United Kingdom
$256M -$35.3M 2 10.52% Reduced
259
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$256M -$12.5M 18 0.76% Reduced
260
SEB Asset Management
SEB Asset Management
$255M +$15.8M 7 0.96% Increased
261
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$253M -$16.7M 1 5.3% Reduced
262
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$252M +$109M 3 1.75% Increased
263
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$252M -$21.8M 14 0.26% Reduced
264
AKO Capital
AKO Capital
United Kingdom
$245M -$163M 1 5.71% Reduced
265
Y.D. More Investments
Y.D. More Investments
Israel
$244M +$5.06M 2 7.61% Increased
266
Oberweis Asset Management
Oberweis Asset Management
Illinois
$244M +$29.8M 4 5.03% Increased
267
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$243M +$39.1M 2 2.15% Increased
268
Snyder Capital Management
Snyder Capital Management
California
$242M -$34.9M 2 4.19% Reduced
269
Boston Partners
Boston Partners
Massachusetts
$241M -$6.76M 4 0.21% Reduced
270
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$240M -$344M 1 1.92% Reduced
271
DFO
Duquesne Family Office
New York
$238M +$35.4M 2 4.57% Increased
272
NZS Capital
NZS Capital
Colorado
$238M +$17.3M 4 6.17% Increased
273
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$238M -$72.8M 6 0.62% Reduced
274
AGF Management
AGF Management
Ontario, Canada
$236M +$114M 4 0.92% Increased
275
Daiwa Securities Group
Daiwa Securities Group
Japan
$234M -$6.79M 12 0.46% Reduced