← 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
376
Meitav Investment House
Meitav Investment House
Israel
$132M -$247M 2 0.89% Reduced
377
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$131M -$51M 15 0.84% Reduced
378
Zacks Investment Management
Zacks Investment Management
Illinois
$131M +$72.2M 8 0.93% Increased
379
Aequim Alternative Investments
Aequim Alternative Investments
California
$130M +$49.3M 1 2.03% Increased
380
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$130M -$5.1M 5 1.13% Reduced
381
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$130M -$893K 7 1.63% Reduced
382
Commerce Bank
Commerce Bank
Missouri
$130M -$2.26M 9 0.57% Reduced
383
IFM Investors
IFM Investors
Australia
$129M +$11M 4 0.86% Increased
384
Close Asset Management
Close Asset Management
United Kingdom
$129M -$9.06M 2 3.44% Reduced
385
Riverbridge Partners
Riverbridge Partners
Minnesota
$129M -$34.6M 2 3.6% Reduced
386
Capricorn Investment Group
Capricorn Investment Group
California
$128M -$16.4M 1 0.57% Reduced
387
&Partners
&Partners
Tennessee
$126M +$8.6M 16 0.52% Increased
388
Bridgewater Associates
Bridgewater Associates
Connecticut
$125M -$72.1M 15 0.51% Reduced
389
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$125M +$13.2M 19 1.03% Increased
390
MGM
Manchester Global Management
United Kingdom
$124M -$28.5M 2 13.67% Reduced
391
CCIP
Camrose Capital Investment Partners
United Kingdom
$124M -$10.1M 1 13.97% Reduced
392
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$122M -$11.4M 6 1.12% Reduced
393
MML Investors Services
MML Investors Services
Massachusetts
$121M +$31.9M 15 0.25% Increased
394
Lido Advisors
Lido Advisors
California
$119M +$18.6M 12 0.32% Increased
395
CIBC World Market
CIBC World Market
Ontario, Canada
$119M -$15.1M 9 0.19% Reduced
396
William Blair & Company
William Blair & Company
Illinois
$119M -$2.06M 10 0.31% Reduced
397
CIPU
Caledonia Investments plc (UK)
United Kingdom
$118M -$33.6M 1 13.39% Reduced
398
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$118M +$77.3M 2 3.35% Increased
399
TAA
Turiya Advisors Asia
Hong Kong
$117M -$75.7M 1 26.71% Reduced
400
Pathstone Holdings
Pathstone Holdings
New Jersey
$117M -$976K 17 0.34% Reduced