← 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	Apex Capital Management Dayton, Ohio	$33.1M	+$2M	2	1.02%	Increased
252	Suntrust Banks Atlanta, Georgia	$32.7M	-$87.3M	5	0.23%	Reduced
253	Mutual of America Capital Management New York	$32.3M	+$2.16M	9	0.76%	Increased
254	Point72 Asset Management Stamford, Connecticut	$31.5M	+$30.5M	3	0.2%	New
255	Korea Investment Corp Seoul, South Korea	$31.4M	-$832K	3	0.26%	Reduced
256	CCM Century Capital Management Boston, Massachusetts	$31.4M	-$2.2M	3	1.65%	Reduced
257	CC Curian Capital Denver, Colorado	$31.1M	-$6.89M	2	0.55%	Reduced
258	SCM Sandler Capital Management New York	$31.1M	-$33.6M	1	1.3%	Reduced
259	Dana Investment Advisors Waukesha, Wisconsin	$30.9M	+$6.34M	1	1.81%	Increased
260	HCM Hirzel Capital Management Dallas, Texas	$30.6M	$0	1	3.24%	Maintained
261	Los Angeles Capital Management Los Angeles, California	$30.5M	-$4.2M	6	0.29%	Reduced
262	CS Central Securities New York	$30.3M	-$2.12M	1	6.28%	Reduced
263	SM Senvest Management New York	$30.2M	+$2.21M	2	2.64%	Increased
264	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$30M	-$2.54M	1	0.17%	Reduced
265	SEI Trust Company Oaks, Pennsylvania	$29.9M	+$6.39M	9	0.29%	Increased
266	Aperio Group Sausalito, California	$29.7M	+$1.11M	8	0.43%	Increased
267	GAMCO Investors Greenwich, Connecticut	$29.3M	-$390K	2	0.15%	Reduced
268	Jupiter Investment Management London, United Kingdom	$28.9M	+$27.5M	2	1.62%	New
269	LCM Lakewood Capital Management New York	$28.5M	-$7.58M	1	2.3%	Reduced
270	RCM Riverhead Capital Management Wilmington, Delaware	$27.9M	+$6.12M	3	0.52%	Increased
271	First Eagle Investment Management New York	$27.7M	+$27.1M	1	0.07%	New
272	HCM Heathbridge Capital Management Toronto, Ontario, Canada	$27.6M	+$285K	1	7.02%	Increased
273	CCM Cadence Capital Management Boston, Massachusetts	$27.5M	-$481K	3	1.32%	Reduced
274	Granahan Investment Management Waltham, Massachusetts	$27M	-$311K	2	0.79%	Reduced
275	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$26.8M	+$493K	3	0.21%	Increased