← 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
351
OAM
Oxford Asset Management
United Kingdom
$27.1M +$3.56M 9 0.54% Increased
352
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$26.8M -$14.4M 2 0.67% Reduced
353
AHL Partners
AHL Partners
United Kingdom
$26.7M -$38.9M 12 0.57% Reduced
354
QIM
Quest Investment Management
Oregon
$26.6M +$12M 2 3.54% Increased
355
CAM
Capstone Asset Management
Texas
$26.6M +$235K 13 0.74% Increased
356
Regions Financial Corp
Regions Financial Corp
Alabama
$26.5M -$1.09M 5 0.31% Reduced
357
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$26.5M +$664K 2 0.41% Increased
358
GH
GAM Holding
Switzerland
$26.4M -$1.02M 7 0.39% Reduced
359
Palisade Capital Management
Palisade Capital Management
New Jersey
$26.4M -$1.91M 3 0.99% Reduced
360
MSA
Mason Street Advisors
Wisconsin
$26M +$739K 13 0.65% Increased
361
AL
Airain Ltd
Guernsey
$25.9M +$11.7M 5 1.14% Increased
362
TL
Tirschwell & Loewy
New York
$25.5M +$694K 1 4.01% Increased
363
NCM
Northside Capital Management
Oregon
$25.3M -$458K 1 10.97% Reduced
364
SCM
Simcoe Capital Management
New York
$25.2M +$26.9M 1 10.95% New
365
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$25.1M -$4.12M 4 0.63% Reduced
366
QIM
Quantitative Investment Management
Virginia
$25.1M -$23.8M 6 0.38% Reduced
367
Utah Retirement Systems
Utah Retirement Systems
Utah
$25M -$692K 5 0.58% Reduced
368
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$24.9M -$73.7K 2 1.41% Reduced
369
FP
Foundry Partners
Minnesota
$24.8M +$574K 2 1.02% Increased
370
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.8M +$918K 4 0.43% Increased
371
SGCIA
Smith Graham & Co Investment Advisors
Texas
$24.7M +$2.6M 3 2.67% Increased
372
LPL Financial
LPL Financial
California
$24.4M +$7.42M 12 0.09% Increased
373
GA
Geneva Advisors
Illinois
$24.1M +$22.5M 3 0.42% Increased
374
Nomura Asset Management
Nomura Asset Management
Japan
$24.1M +$3.02M 6 0.32% Increased
375
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$23.8M -$328K 1 0.46% Reduced