← 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
Walleye Trading
Walleye Trading
New York
$23.8M +$12.8M 11 0.15% Increased
377
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$23.7M -$174K 2 0.54% Reduced
378
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$23.6M -$190K 4 1.41% Reduced
379
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$23.5M +$176K 3 0.79% Increased
380
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23.3M +$1.89M 8 0.29% Increased
381
Eventide Asset Management
Eventide Asset Management
Massachusetts
$23.2M $0 1 1.44% Maintained
382
GD
Grandfield & Dodd
New York
$23.2M -$685K 2 2.74% Reduced
383
BHB
Bank Hapoalim BM
Israel
$23.2M +$508K 1 5.51% Increased
384
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$23M -$3.28M 2 0.26% Reduced
385
PIA
Piedmont Investment Advisors
North Carolina
$22.9M -$15.8M 6 0.51% Reduced
386
EGA
Evermore Global Advisors
New Jersey
$22.8M +$6.65M 1 5.8% Increased
387
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$22.8M +$2.71M 2 1.49% Increased
388
SCA
Summit Creek Advisors
Minnesota
$22.8M -$1.62M 2 4.7% Reduced
389
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$22.7M -$19.7M 6 0.49% Reduced
390
Nomura Holdings
Nomura Holdings
Japan
$22.7M +$21.1M 6 0.06% Increased
391
EC
Engaged Capital
California
$22.6M -$8.2M 1 3.36% Reduced
392
UMB Bank
UMB Bank
Missouri
$22.6M -$2.63M 1 0.79% Reduced
393
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$22.6M +$1.25M 1 0.03% Increased
394
RIM
Ranger Investment Management
Texas
$22.5M +$490K 1 1.6% Increased
395
Balyasny Asset Management
Balyasny Asset Management
Illinois
$22.3M -$9.59M 5 0.09% Reduced
396
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$22.2M +$16.9M 6 0.04% Increased
397
Hermes Investment Management
Hermes Investment Management
United Kingdom
$22M -$3.07M 1 0.36% Reduced
398
NIMI
Natixis Investment Managers International
France
$21.7M +$869K 3 1.9% Increased
399
Pendal Group
Pendal Group
Australia
$21.7M +$22.8M 3 0.31% New
400
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$21.6M -$2.68M 4 0.43% Reduced