← 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	Advisors Asset Management Monument, Colorado	$35.1M	+$470K	10	0.59%	Increased
302	Mackenzie Financial Toronto Ontario, Ontario, Canada	$35.1M	-$8.97M	4	0.2%	Reduced
303	CS Central Securities New York	$35M	$0	1	6.26%	Maintained
304	CMG Cavalry Management Group San Francisco, California	$35M	+$5.34M	4	13.86%	Increased
305	CIBC World Markets New York	$35M	-$8.18M	4	0.37%	Reduced
306	Employees Retirement System of Texas Austin, Texas	$34.9M	+$936K	8	0.47%	Increased
307	South Dakota Investment Council Sioux Falls, South Dakota	$34.9M	-$1.33M	5	0.74%	Reduced
308	Oaktree Capital Management Los Angeles, California	$34.8M	+$3.22M	2	0.57%	Increased
309	AWM Ashmore Wealth Management Wilmington, Delaware	$34.6M	-$1.42M	1	1.93%	Reduced
310	OAM Origin Asset Management London, United Kingdom	$34.2M	+$14.5M	2	2.1%	Increased
311	Dai-ichi Life Insurance Company Tokyo, Japan	$33.9M	-$1.14M	4	0.75%	Reduced
312	DCM Dupont Capital Management Wilmington, Delaware	$33.9M	+$5.02M	8	0.75%	Increased
313	Clark Capital Management Group Philadelphia, Pennsylvania	$33.8M	+$8.45M	2	1.32%	Increased
314	PineBridge Investments New York	$33.2M	+$6.84M	7	0.86%	Increased
315	Sit Investment Associates Minneapolis, Minnesota	$32.8M	-$389K	5	0.81%	Reduced
316	Evercore Wealth Management New York	$32.7M	-$424K	4	1.26%	Reduced
317	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$32.7M	+$481K	6	5.88%	Increased
318	Conning Inc Hartford, Connecticut	$32.7M	-$483K	3	1.19%	Reduced
319	Cincinnati Financial Corp Fairfield, Ohio	$32.6M	$0	1	1.55%	Maintained
320	NA Neuburgh Advisers Los Angeles, California	$32.6M	+$3.8M	10	1.23%	Increased
321	NAM NorthCoast Asset Management Greenwich, Connecticut	$32.5M	+$279K	3	3.76%	Increased
322	SCM Snow Capital Management Sewickley, Pennsylvania	$32.3M	-$18.7M	1	1.61%	Reduced
323	Quadrature Capital London, United Kingdom	$32.3M	+$25M	6	2.48%	Increased
324	ACM Ashford Capital Management Wilmington, Delaware	$32.3M	+$334K	1	5.64%	Increased
325	Laurion Capital Management New York	$32.1M	+$22.3M	7	0.18%	Increased