← 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
RCM
Riverhead Capital Management
Delaware
$32.1M +$4.11M 13 1.59% Increased
327
Kennedy Capital Management
Kennedy Capital Management
Missouri
$32M -$30.7M 4 0.61% Reduced
328
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.9M +$18.5M 4 0.08% Increased
329
GPGA
Grandeur Peak Global Advisors
Utah
$31.9M +$1.64M 2 4.6% Increased
330
WBC
Westpac Banking Corp
Australia
$31.8M -$21.9M 5 0.7% Reduced
331
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$31.8M -$1.59M 4 0.61% Reduced
332
Jane Street
Jane Street
New York
$31.5M +$12.5M 11 0.11% Increased
333
Creative Planning
Creative Planning
Kansas
$31.4M -$456K 15 0.16% Reduced
334
WesBanco Bank
WesBanco Bank
West Virginia
$31.2M -$41.1K 3 1.7% Reduced
335
William Blair & Company
William Blair & Company
Illinois
$31M +$1.22M 7 0.23% Increased
336
BCM
Brigade Capital Management
New York
$30.7M $0 1 2.54% Maintained
337
SW
SVB Wealth
Massachusetts
$29.9M +$20M 3 1.18% Increased
338
Vaughan David Investments
Vaughan David Investments
Illinois
$29.8M +$50.9K 1 1.5% Increased
339
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$29.8M +$951K 4 0.19% Increased
340
Emerald Advisers
Emerald Advisers
Pennsylvania
$29.6M -$22.4M 5 1.24% Reduced
341
Highbridge Capital Management
Highbridge Capital Management
New York
$29.5M -$21.4M 7 0.44% Reduced
342
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$29.2M -$12.8M 6 0.27% Reduced
343
PC
Pier Capital
Connecticut
$28.9M +$8.86M 5 4.98% Increased
344
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$28.7M +$29.4M 1 1.01% New
345
MCIM
Meadow Creek Investment Management
Georgia
$28.6M +$2.11M 11 0.68% Increased
346
BA
Boston Advisors
Massachusetts
$28.2M -$6.47M 4 0.65% Reduced
347
PIM
Provident Investment Management
Michigan
$28.1M -$225K 1 5.12% Reduced
348
Swiss Life Asset Management
Swiss Life Asset Management
$27.6M -$924K 1 0.71% Reduced
349
SAM
Shell Asset Management
Netherlands
$27.5M +$7.74M 7 0.59% Increased
350
HCM
Heathbridge Capital Management
Ontario, Canada
$27.3M -$2.2M 1 5.88% Reduced