← 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
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$60.1M -$72.9K 3 5.13% Reduced
252
ACPU
Arrowgrass Capital Partners (US)
Delaware
$59.5M -$16.1M 3 0.58% Reduced
253
CMG
Cavalry Management Group
California
$58.8M -$7.82M 2 17.16% Reduced
254
TPSF
Texas Permanent School Fund
Texas
$58.7M -$1.94M 13 0.73% Reduced
255
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57.9M -$494K 16 0.13% Reduced
256
Gabelli Funds
Gabelli Funds
New York
$57.1M -$15M 2 0.33% Reduced
257
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$56.9M +$257K 8 0.86% Increased
258
Profund Advisors
Profund Advisors
Maryland
$56.3M +$8.78M 12 2.17% Increased
259
TAM
Tyers Asset Management
Texas
$56.2M +$43.5K 9 1.97% Increased
260
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$55.3M -$9.61M 3 1.37% Reduced
261
BHG
Blue Harbour Group
Connecticut
$53.8M +$52.4M 1 1.91% New
262
ECP
Elk Creek Partners
Colorado
$53.7M +$1.35M 2 3.16% Increased
263
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$53.5M -$47.6M 5 0.46% Reduced
264
IAM
Iridian Asset Management
Connecticut
$53.3M +$49.5M 1 0.45% New
265
Brown Advisory
Brown Advisory
Maryland
$53.3M -$16.4M 5 0.17% Reduced
266
WIM
Weitz Investment Management
Nebraska
$52.8M -$2.97M 1 2.2% Reduced
267
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$52.6M -$6.33M 5 0.31% Reduced
268
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$52.5M -$2.61M 1 2.34% Reduced
269
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$52.3M -$16.9M 8 0.33% Reduced
270
Two Sigma Investments
Two Sigma Investments
New York
$52.1M -$7.08M 10 0.17% Reduced
271
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$51.1M $0 4 0.65% Maintained
272
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$50.9M -$30.6M 5 0.36% Reduced
273
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$50.7M -$1.22M 1 1.79% Reduced
274
CAM
Cortina Asset Management
Wisconsin
$50.5M -$8.68M 2 2.23% Reduced
275
Scout Investments
Scout Investments
Missouri
$50.3M -$10.5M 5 1.24% Reduced