← 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	Balyasny Asset Management Chicago, Illinois	$50M	+$24M	6	0.2%	Increased
277	I.G. Investment Management Winnipeg, Manitoba, Canada	$49.3M	+$5.85M	1	0.25%	Increased
278	Parallax Volatility Advisers San Francisco, California	$48.3M	+$23.4M	7	0.08%	Increased
279	WIM Weitz Investment Management Omaha, Nebraska	$48M	-$104K	1	1.98%	Reduced
280	Bowen Hanes & Co Ponte Vedra Beach, Florida	$47.5M	+$1.38M	1	2.23%	Increased
281	ECP Elk Creek Partners Denver, Colorado	$47.1M	+$9.98M	2	2.96%	Increased
282	Gulf International Bank (UK) London, United Kingdom	$46.7M	+$350K	4	0.63%	Increased
283	IIM Ivory Investment Management New York	$46.7M	-$38.3M	1	2.32%	Reduced
284	CIBC World Market Toronto, Ontario, Canada	$46.4M	+$28.3M	3	0.22%	Increased
285	Cooke & Bieler Philadelphia, Pennsylvania	$45.9M	+$18.3M	1	0.85%	Increased
286	Hennessy Advisors Inc Novato, California	$45.8M	-$3.51M	2	1.42%	Reduced
287	Kayne Anderson Rudnick Investment Management Los Angeles, California	$44.7M	-$966K	3	0.4%	Reduced
288	Mutual of America Capital Management New York	$44.5M	+$54K	9	0.73%	Increased
289	Hotchkis & Wiley Capital Management Los Angeles, California	$44.5M	-$3.46M	1	0.18%	Reduced
290	PineBridge Investments New York	$44.4M	+$6.39M	10	1.07%	Increased
291	OA Omega Advisors New York	$44.2M	+$26.6M	1	1.72%	Increased
292	Cincinnati Insurance Fairfield, Ohio	$44.2M	+$4.84M	1	1.32%	Increased
293	HCM Hodges Capital Management Dallas, Texas	$43.9M	-$12.3M	4	2.96%	Reduced
294	SCM Simcoe Capital Management New York	$43.5M	+$9.08M	1	17.21%	Increased
295	BCM Brown Capital Management Baltimore, Maryland	$43.5M	-$22.5M	1	0.53%	Reduced
296	Nicholas Company Milwaukee, Wisconsin	$43.5M	+$3.71M	3	0.97%	Increased
297	Profund Advisors Bethesda, Maryland	$43.3M	-$4.4M	12	1.8%	Reduced
298	M&T Bank Buffalo, New York	$43.3M	+$332K	6	0.23%	Increased
299	Suntrust Banks Atlanta, Georgia	$43.2M	+$1.21M	6	0.26%	Increased
300	Oaktree Capital Management Los Angeles, California	$43.1M	+$3.35M	2	0.64%	Increased