← 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
CMG
Cavalry Management Group
California
$59.8M +$19.7M 2 15.1% Increased
252
Scout Investments
Scout Investments
Missouri
$59.8M +$6.36M 4 1.64% Increased
253
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$59.7M +$1.82M 3 5.17% Increased
254
CAM
Cortina Asset Management
Wisconsin
$58.2M -$9.76M 2 2.39% Reduced
255
Wedge Capital Management
Wedge Capital Management
North Carolina
$58.1M -$9.19M 5 0.54% Reduced
256
Two Sigma Investments
Two Sigma Investments
New York
$57.7M -$26.4M 9 0.2% Reduced
257
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$57.2M +$5.48M 4 0.18% Increased
258
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$57M -$2.47M 6 0.36% Reduced
259
Rafferty Asset Management
Rafferty Asset Management
New York
$56.7M +$7.35M 7 1.27% Increased
260
PIM
Paradice Investment Management
Colorado
$56.7M +$2.19M 1 4.25% Increased
261
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$56.4M -$5.37M 4 0.53% Reduced
262
SI
Sensato Investors
California
$56.2M -$7.83M 3 11.11% Reduced
263
Arizona State Retirement System
Arizona State Retirement System
Arizona
$56M +$1.1M 12 0.67% Increased
264
TPSF
Texas Permanent School Fund
Texas
$55.9M -$533K 13 0.72% Reduced
265
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$55.1M +$25.3M 3 1.31% Increased
266
Highbridge Capital Management
Highbridge Capital Management
New York
$54.5M +$16.9M 7 0.82% Increased
267
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.8M +$96K 16 0.13% Increased
268
Polar Capital
Polar Capital
United Kingdom
$53M +$11.1M 3 0.6% Increased
269
Candriam SCA
Candriam SCA
Luxembourg
$52.6M -$3.74M 3 0.92% Reduced
270
TAM
Tyers Asset Management
Texas
$52.2M +$5.71M 9 1.92% Increased
271
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$52.1M -$18.8M 6 0.31% Reduced
272
Eagle Asset Management
Eagle Asset Management
Florida
$51.9M +$9.81M 7 0.3% Increased
273
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$51.9M +$1.18M 5 0.91% Increased
274
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$50.7M -$6.36M 8 0.82% Reduced
275
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$50.3M -$1.67M 1 1.81% Reduced