← 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
326
Cannell & Spears
Cannell & Spears
New York
$174M +$9.81M 4 3.1% Increased
327
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$171M +$81.7M 5 0.76% Increased
328
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$170M -$2.3M 11 0.75% Reduced
329
Boston Trust Walden
Boston Trust Walden
Massachusetts
$170M -$37.6M 4 1.29% Reduced
330
SIC
Schwartz Investment Counsel
Michigan
$168M -$41.5M 2 5.59% Reduced
331
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$168M +$95.7M 6 1% Increased
332
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$167M -$2.73M 4 1.22% Reduced
333
AQR Arbitrage
AQR Arbitrage
Connecticut
$166M +$4.89M 1 2.37% Increased
334
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$165M -$56.3M 4 1.24% Reduced
335
Czech National Bank
Czech National Bank
Czech Republic
$165M +$7.26M 5 0.9% Increased
336
Sachem Head Capital Management
Sachem Head Capital Management
New York
$165M +$11.9M 1 3.42% Increased
337
Xponance
Xponance
Pennsylvania
$164M +$19.2M 17 1% Increased
338
Amalgamated Bank
Amalgamated Bank
New York
$161M +$4.39M 17 1.11% Increased
339
Emerald Advisers
Emerald Advisers
Pennsylvania
$161M +$15.4M 6 3.78% Increased
340
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$159M +$158M 1 1.35% New
341
NewEdge Advisors
NewEdge Advisors
Louisiana
$159M +$11.4M 20 0.47% Increased
342
Mercer Global Advisors
Mercer Global Advisors
Colorado
$156M +$21.3M 19 0.19% Increased
343
Royce & Associates
Royce & Associates
New York
$155M -$68.8M 7 1.25% Reduced
344
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$155M -$7.79M 16 0.75% Reduced
345
John W. Bristol & Co
John W. Bristol & Co
New York
$155M -$1.37M 1 2.29% Reduced
346
AssetMark Inc
AssetMark Inc
California
$154M +$8.43M 18 0.27% Increased
347
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$154M +$96.8M 22 0.08% Increased
348
Algert Global
Algert Global
California
$154M -$4.77M 16 1.82% Reduced
349
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$154M -$69.3M 1 2.37% Reduced
350
Cartenna Capital
Cartenna Capital
Connecticut
$153M +$37.6M 1 3.64% Increased