← 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	Clark Capital Management Group Philadelphia, Pennsylvania	$42.6M	+$2.77M	3	1.43%	Increased
302	ACM Ashford Capital Management Wilmington, Delaware	$42.4M	-$101K	1	6.83%	Reduced
303	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$42.4M	+$14.5M	1	0.68%	Increased
304	BAMCO Inc New York	$41.9M	+$38.6M	1	0.2%	Increased
305	Snyder Capital Management San Francisco, California	$41.8M	+$888K	2	2.09%	Increased
306	Confluence Investment Management St. Louis, Missouri	$41.6M	+$127K	1	0.8%	Increased
307	NA Neuburgh Advisers Los Angeles, California	$41.4M	+$4.52M	10	1.54%	Increased
308	Meyer Handelman Company Rye Brook, New York	$41.2M	-$68.5K	1	1.88%	Reduced
309	Conning Inc Hartford, Connecticut	$40.8M	+$2.55M	3	1.39%	Increased
310	South Dakota Investment Council Sioux Falls, South Dakota	$40.4M	+$651K	5	0.82%	Increased
311	Artemis Investment Management Edinburgh, United Kingdom	$39.9M	+$24.5M	1	0.82%	Increased
312	Employees Retirement System of Texas Austin, Texas	$39.8M	+$598K	8	0.52%	Increased
313	Dai-ichi Life Insurance Company Tokyo, Japan	$39.8M	+$1.37M	4	0.84%	Increased
314	AWM Ashmore Wealth Management Wilmington, Delaware	$39.2M	-$1.05M	1	2.12%	Reduced
315	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$39M	-$1.37M	8	0.64%	Reduced
316	CS Central Securities New York	$38.8M	$0	1	6.64%	Maintained
317	RCM Riverhead Capital Management Wilmington, Delaware	$38.6M	+$2.53M	13	1.81%	Increased
318	QS Investors New York	$38.1M	+$173K	11	0.31%	Increased
319	Advisors Asset Management Monument, Colorado	$37.9M	-$1.97M	10	0.64%	Reduced
320	SW SVB Wealth Boston, Massachusetts	$37.5M	+$4.24M	3	1.44%	Increased
321	Evercore Wealth Management New York	$37.4M	-$619K	4	1.46%	Reduced
322	Susquehanna International Group Bala Cynwyd, Pennsylvania	$37.1M	-$36.4M	9	0.01%	Reduced
323	Peregrine Capital Management Minneapolis, Minnesota	$36.7M	+$12M	3	0.88%	Increased
324	WI WBI Investments Red Bank, New Jersey	$36.5M	+$15.6M	3	1.61%	Increased
325	Cincinnati Financial Corp Fairfield, Ohio	$36.1M	$0	1	1.64%	Maintained