← 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
401
Ninety One (UK)
Ninety One (UK)
United Kingdom
$117M -$23.5M 1 0.26% Reduced
402
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$117M -$18M 1 0.46% Reduced
403
Artemis Investment Management
Artemis Investment Management
United Kingdom
$117M +$43.4M 3 1.04% Increased
404
Confluence Investment Management
Confluence Investment Management
Missouri
$117M -$97.9M 1 1.82% Reduced
405
WGAM
Wilkinson Global Asset Management
New York
$116M -$46.9M 2 9.22% Reduced
406
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$115M +$914K 7 1.14% Increased
407
Gabelli Funds
Gabelli Funds
New York
$115M -$2.9M 5 0.74% Reduced
408
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115M +$33.3M 17 0.35% Increased
409
XTX Topco
XTX Topco
Cayman Islands
$115M +$65.7M 21 1.48% Increased
410
Ossiam
Ossiam
France
$115M +$54.5M 7 1.52% Increased
411
APC
Alta Park Capital
California
$114M +$59.3M 3 10.44% Increased
412
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$113M +$15.7M 18 0.57% Increased
413
Rakuten Investment Management
Rakuten Investment Management
Japan
$113M +$20M 5 0.33% Increased
414
Vident Advisory
Vident Advisory
Georgia
$113M -$10.4M 15 0.81% Reduced
415
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$110M -$33.9M 3 0.72% Reduced
416
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$110M -$4.64M 17 0.51% Reduced
417
ACMH
Andar Capital Management (HK)
Hong Kong
$110M +$16.5M 5 49.43% Increased
418
Mutual of America Capital Management
Mutual of America Capital Management
New York
$110M +$11.1M 16 1.07% Increased
419
Pinnacle Associates
Pinnacle Associates
New York
$110M -$9.17M 9 1.2% Reduced
420
ACM
AIGH Capital Management
Maryland
$110M +$56.4M 2 6.9% Increased
421
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$109M -$16.8M 17 1.08% Reduced
422
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$109M -$4.97M 1 2.48% Reduced
423
Vest Financial
Vest Financial
Virginia
$107M -$19.8M 7 1.13% Reduced
424
KI
Keystone Investors
Singapore
$107M +$83.7M 3 5.71% New
425
PensionDanmark
PensionDanmark
Denmark
$106M -$4.1M 5 0.88% Reduced