← 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
Ninety One (UK)
Ninety One (UK)
United Kingdom
$50.8M +$3.5M 1 0.24% Increased
252
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$50.7M +$54.6K 1 1.7% Increased
253
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$50.7M -$1.01M 8 0.86% Reduced
254
SG Americas Securities
SG Americas Securities
New York
$49.8M -$81.2M 11 0.45% Reduced
255
Arizona State Retirement System
Arizona State Retirement System
Arizona
$49.5M +$198K 12 0.69% Increased
256
DZ Bank
DZ Bank
Germany
$48.1M +$8.43M 4 0.22% Increased
257
Envestnet Asset Management
Envestnet Asset Management
Illinois
$47.6M -$1.29M 16 0.13% Reduced
258
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$47M -$2.07M 1 1.72% Reduced
259
Scout Investments
Scout Investments
Missouri
$46.9M -$12.5M 4 1.36% Reduced
260
ACPU
Arrowgrass Capital Partners (US)
Delaware
$46.9M -$16.4M 3 0.36% Reduced
261
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$46.5M +$14M 5 0.81% Increased
262
KBC Group
KBC Group
Belgium
$46.3M -$32M 7 0.45% Reduced
263
Fred Alger Management
Fred Alger Management
New York
$45.9M -$22.5M 3 0.22% Reduced
264
HCM
Hodges Capital Management
Texas
$45.4M -$2.13M 4 2.69% Reduced
265
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$45.2M +$7.88M 4 0.14% Increased
266
SFM
Systematic Financial Management
New Jersey
$44.2M -$10.9M 7 0.82% Reduced
267
Rafferty Asset Management
Rafferty Asset Management
New York
$43.8M +$13.3M 9 1.26% Increased
268
ECP
Elk Creek Partners
Colorado
$43.6M -$19.5M 2 2.82% Reduced
269
Eagle Asset Management
Eagle Asset Management
Florida
$42.6M +$11.2M 7 0.26% Increased
270
Profund Advisors
Profund Advisors
Maryland
$42.5M +$5.32M 12 1.93% Increased
271
Mutual of America Capital Management
Mutual of America Capital Management
New York
$42.5M -$299K 9 0.73% Reduced
272
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$41.4M -$3.67M 3 0.41% Reduced
273
WIM
Weitz Investment Management
Nebraska
$41.3M -$540K 1 1.78% Reduced
274
Polar Capital
Polar Capital
United Kingdom
$41.3M +$8.15M 3 0.56% Increased
275
PIM
Paradice Investment Management
Colorado
$41.2M +$3.39M 1 3.27% Increased