← 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
301
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$201M -$97.6M 3 1.54% Reduced
302
KBC Group
KBC Group
Belgium
$199M -$4.51M 18 0.43% Reduced
303
Arizona State Retirement System
Arizona State Retirement System
Arizona
$195M +$3.26M 19 0.98% Increased
304
Altshuler Shaham
Altshuler Shaham
Israel
$195M +$25.2M 9 2.42% Increased
305
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$194M +$11.6M 19 0.32% Increased
306
Tredje AP-fonden
Tredje AP-fonden
Sweden
$193M +$14.8M 4 0.88% Increased
307
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$193M +$26.2M 4 2.3% Increased
308
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$192M -$28.3M 5 2.27% Reduced
309
EC
E20 Capital
$191M -$42.6M 2 15.41% Reduced
310
M&G plc
M&G plc
United Kingdom
$191M -$70.6M 4 0.95% Reduced
311
Empowered Funds
Empowered Funds
Pennsylvania
$188M -$45.8M 13 0.99% Reduced
312
Fenimore Asset Management
Fenimore Asset Management
New York
$187M -$959K 1 3.88% Reduced
313
LMR Partners
LMR Partners
United Kingdom
$187M -$14.6M 14 0.7% Reduced
314
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$186M -$8.09M 5 0.89% Reduced
315
Woodline Partners
Woodline Partners
California
$186M -$220M 9 0.57% Reduced
316
OCMI
Oaktop Capital Management II
New Jersey
$185M $0 1 7.88% Maintained
317
Glenmede Trust
Glenmede Trust
Pennsylvania
$182M -$21.7M 13 0.81% Reduced
318
1832 Asset Management
1832 Asset Management
Ontario, Canada
$181M -$156M 4 0.09% Reduced
319
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$180M -$2.61M 16 0.35% Reduced
320
MC
Maplelane Capital
New York
$179M +$133M 2 3.25% Increased
321
Nykredit A/S
Nykredit A/S
Denmark
$179M +$177M 18 0.68% New
322
Osaic Holdings
Osaic Holdings
Arizona
$178M +$24.8M 23 0.21% Increased
323
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$177M +$1.46M 17 0.22% Increased
324
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$177M $0 1 3.38% Maintained
325
Westwood Holdings Group
Westwood Holdings Group
Texas
$175M -$31.4M 6 1.32% Reduced