← 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
SFM
Systematic Financial Management
New Jersey
$35.8M -$11.8M 7 0.73% Reduced
327
Kennedy Capital Management
Kennedy Capital Management
Missouri
$35.7M +$2.74M 5 0.64% Increased
328
BCM
Brigade Capital Management
New York
$35.5M $0 1 2.88% Maintained
329
EGA
Evermore Global Advisors
New Jersey
$35.5M +$8.79M 1 5.48% Increased
330
Point72 Asset Management
Point72 Asset Management
Connecticut
$35.5M +$21.4M 2 0.16% Increased
331
TimesSquare Capital Management
TimesSquare Capital Management
New York
$35.3M -$7.62M 1 0.24% Reduced
332
Westpac Banking Corp
Westpac Banking Corp
Australia
$35.3M -$545K 5 0.78% Reduced
333
Creative Planning
Creative Planning
Kansas
$35.2M +$482K 9 0.16% Increased
334
WesBanco Bank
WesBanco Bank
West Virginia
$35.2M -$495K 3 1.84% Reduced
335
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$35.2M -$1.6M 6 6.29% Reduced
336
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$35M -$961K 4 0.66% Reduced
337
Vaughan David Investments
Vaughan David Investments
Illinois
$34.5M -$264K 1 1.69% Reduced
338
Sit Investment Associates
Sit Investment Associates
Minnesota
$34.1M -$2.42K 6 0.85% Reduced
339
Nomura Asset Management
Nomura Asset Management
Japan
$34.1M +$6.25M 6 0.44% Increased
340
Snow Capital Management
Snow Capital Management
Pennsylvania
$33.5M -$837K 1 1.62% Reduced
341
Emerald Advisers
Emerald Advisers
Pennsylvania
$33.4M +$5.5M 6 1.36% Increased
342
DCM
Dupont Capital Management
Delaware
$33M -$4.44M 8 0.75% Reduced
343
Boston Advisors
Boston Advisors
Massachusetts
$33M +$156K 4 0.75% Increased
344
CIBC World Markets
CIBC World Markets
New York
$32.6M -$6.65M 4 0.31% Reduced
345
MCIM
Meadow Creek Investment Management
Georgia
$32.5M +$351K 11 0.76% Increased
346
AHL Partners
AHL Partners
United Kingdom
$32.4M +$4.1M 12 0.58% Increased
347
SCM
Stevens Capital Management
Pennsylvania
$32.1M +$11.1M 7 1.2% Increased
348
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.1M +$10.6M 9 0.14% Increased
349
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$32M +$175K 1 1.11% Increased
350
HCM
Heathbridge Capital Management
Ontario, Canada
$31.8M -$12.3K 1 6.41% Reduced