← 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$21.4M +$18.7M 4 0.59% Increased
402
GAMCO Investors
GAMCO Investors
Connecticut
$21.2M -$638K 2 0.14% Reduced
403
RMA
Roffman Miller Associates
Pennsylvania
$21.2M +$643K 1 2.9% Increased
404
OA
Omega Advisors
New York
$21.1M +$22M 1 0.88% New
405
Norinchukin Bank
Norinchukin Bank
Japan
$20.9M +$6.86M 4 0.43% Increased
406
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$20.8M +$5.44M 1 0.97% Increased
407
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.8M +$2.26M 8 0.13% Increased
408
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$20.7M +$4.8M 12 0.57% Increased
409
MUFG Americas
MUFG Americas
New York
$20.7M +$1.18M 3 0.66% Increased
410
Achmea Investment Management
Achmea Investment Management
Netherlands
$20.6M +$837K 4 1.24% Increased
411
Citizens Financial Group
Citizens Financial Group
Rhode Island
$20.6M -$424K 4 1.82% Reduced
412
HHC
Hutchin Hill Capital
New York
$20.5M -$7.54M 8 0.69% Reduced
413
Capital International
Capital International
California
$20.5M -$378K 2 1.36% Reduced
414
PEAK6 Group
PEAK6 Group
Illinois
$20.2M +$15.3M 10 0.12% Increased
415
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.2M -$12.8M 3 0.88% Reduced
416
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$20.2M -$1.44M 4 0.5% Reduced
417
Hancock Whitney
Hancock Whitney
Mississippi
$20.1M +$1.12M 5 0.85% Increased
418
IAM
Ion Asset Management
Israel
$19.9M +$7.44M 1 6.55% Increased
419
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$19.6M +$1.27M 4 0.6% Increased
420
Amalgamated Bank
Amalgamated Bank
New York
$19.5M +$6.79M 13 0.64% Increased
421
RI
Redwood Investments
Massachusetts
$19.3M +$184K 3 1.94% Increased
422
Alyeska Investment Group
Alyeska Investment Group
Illinois
$19M -$27.4M 1 0.16% Reduced
423
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$18.9M +$2.01M 1 3.89% Increased
424
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.5M -$16M 8 0.16% Reduced
425
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$18.4M -$145K 1 1.73% Reduced