← 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
276
EQF
Evergreen Quality Fund
Cayman Islands
$229M +$176M 2 3.69% Increased
277
OFI Invest Asset Management
OFI Invest Asset Management
France
$228M +$176M 4 2.28% Increased
278
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$226M -$29.9M 1 5.01% Reduced
279
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$226M -$10.9M 19 0.77% Reduced
280
MetLife Investment Management
MetLife Investment Management
New Jersey
$226M +$8.57M 20 1.02% Increased
281
PCM
Palestra Capital Management
New York
$225M +$30.8M 1 7.63% Increased
282
Cincinnati Insurance
Cincinnati Insurance
Ohio
$224M $0 1 3.23% Maintained
283
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$224M -$53.3M 5 1.11% Reduced
284
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$224M +$150M 11 0.99% Increased
285
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$223M -$173M 2 1.12% Reduced
286
Storebrand Asset Management
Storebrand Asset Management
Norway
$220M +$15M 4 0.54% Increased
287
Pacer Advisors
Pacer Advisors
Pennsylvania
$220M -$260M 14 0.56% Reduced
288
Silvercrest Asset Management
Silvercrest Asset Management
New York
$218M -$159M 12 1.43% Reduced
289
Resona Asset Management
Resona Asset Management
Japan
$217M -$27.7M 5 1.02% Reduced
290
Guggenheim Capital
Guggenheim Capital
Illinois
$217M +$5.56M 17 1.36% Increased
291
Vontobel Holding
Vontobel Holding
Switzerland
$216M +$29.6M 8 0.69% Increased
292
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$216M -$4.26M 20 0.68% Reduced
293
Flossbach Von Storch
Flossbach Von Storch
Germany
$216M -$35.4M 1 0.98% Reduced
294
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$216M +$2.4M 16 0.58% Increased
295
GF Fund Management
GF Fund Management
China
$210M -$220M 6 2.52% Reduced
296
Oribel Capital Management
Oribel Capital Management
New York
$209M +$204M 2 6.35% New
297
Quadrature Capital
Quadrature Capital
United Kingdom
$208M +$196M 8 1.78% Increased
298
FFM
FengHe Fund Management
Singapore
$208M +$88.3M 2 19.7% Increased
299
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$204M -$19.4M 15 0.73% Reduced
300
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$203M +$6.58M 18 0.19% Increased