← 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
TAM
Tyers Asset Management
Texas
$41.1M +$4.56M 9 1.51% Increased
277
GCP
Garelick Capital Partners
Massachusetts
$41.1M +$28.5M 3 8.86% Increased
278
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$41.1M -$17.8M 2 2.87% Reduced
279
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$40.8M +$55.6K 4 0.58% Increased
280
Snyder Capital Management
Snyder Capital Management
California
$40.5M -$44.4K 2 2.14% Reduced
281
LM
Lasry Marc
$40.1M $0 1 12.64% Maintained
282
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$39.4M -$1.3M 1 1.93% Reduced
283
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$39.1M -$11.4M 2 0.16% Reduced
284
Jefferies Group
Jefferies Group
New York
$38.8M +$13.3M 10 0.26% Increased
285
QAM
Quentec Asset Management
New York
$38.4M +$27.8M 2 2.95% Increased
286
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$38.3M -$1.84M 2 1.18% Reduced
287
M&T Bank
M&T Bank
New York
$38.2M -$1.06M 6 0.23% Reduced
288
Confluence Investment Management
Confluence Investment Management
Missouri
$37.4M -$133K 1 0.76% Reduced
289
Squarepoint
Squarepoint
New York
$37.2M +$7.23M 11 0.73% Increased
290
Nicholas Company
Nicholas Company
Wisconsin
$37M -$25.8M 1 0.82% Reduced
291
QS Investors
QS Investors
New York
$37M -$716K 11 0.32% Reduced
292
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$36.8M +$3.28M 1 0.19% Increased
293
RHJA
Rice Hall James & Associates
California
$36.4M +$5.22M 4 1.58% Increased
294
CRM
Cramer Rosenthal McGlynn
Connecticut
$36.4M -$36.5M 1 0.56% Reduced
295
Marsico Capital Management
Marsico Capital Management
Colorado
$36.2M +$3.73M 1 1.52% Increased
296
Suntrust Banks
Suntrust Banks
Georgia
$36.2M -$2.45M 6 0.22% Reduced
297
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$35.8M +$3.6M 8 0.6% Increased
298
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$35.6M -$8.26M 1 0.51% Reduced
299
Meyer Handelman Company
Meyer Handelman Company
New York
$35.4M -$922K 1 1.5% Reduced
300
Cincinnati Insurance
Cincinnati Insurance
Ohio
$35.3M $0 1 1.09% Maintained
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