← 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
426
Causeway Capital Management
Causeway Capital Management
California
$106M -$34.7M 2 1.15% Reduced
427
Regions Financial Corp
Regions Financial Corp
Alabama
$105M -$209K 5 0.63% Reduced
428
Weiss Asset Management
Weiss Asset Management
Massachusetts
$105M +$73.6M 7 1.1% Increased
429
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$105M -$1.2M 19 0.16% Reduced
430
CAM
Contour Asset Management
New York
$104M -$9.99M 1 2.47% Reduced
431
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$104M +$14M 4 3.64% Increased
432
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$103M -$2.27M 17 1.53% Reduced
433
SRFM
Shannon River Fund Management
New York
$103M -$27.1M 2 9.22% Reduced
434
Wedge Capital Management
Wedge Capital Management
North Carolina
$103M -$3.42M 5 1.7% Reduced
435
DF Dent & Co
DF Dent & Co
Maryland
$103M -$23.4M 2 1.95% Reduced
436
Advisors Capital Management
Advisors Capital Management
New Jersey
$103M -$1.13M 3 1.09% Reduced
437
Mediolanum International Funds
Mediolanum International Funds
Ireland
$103M +$43.7M 4 0.88% Increased
438
Macquarie Group
Macquarie Group
Australia
$103M +$31.5M 8 0.44% Increased
439
Boothbay Fund Management
Boothbay Fund Management
New York
$102M +$30.2M 14 1.35% Increased
440
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$102M +$11M 17 0.69% Increased
441
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$101M +$95.2M 2 1.75% New
442
New York Life Investment Management
New York Life Investment Management
New York
$101M +$4.04M 9 0.71% Increased
443
QRG Capital Management
QRG Capital Management
Illinois
$101M +$8.4M 11 0.83% Increased
444
Cardano Risk Management
Cardano Risk Management
Netherlands
$101M +$93.7M 1 0.78% New
445
Park National Corp
Park National Corp
Ohio
$100M -$13.7M 3 2.81% Reduced
446
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$99.9M +$81.9M 6 1.9% Increased
447
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$99.6M +$9.67M 10 0.98% Increased
448
CNAM
Campbell Newman Asset Management
Wisconsin
$99.3M -$5.82M 3 7.37% Reduced
449
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$99.1M +$12.1M 6 1.02% Increased
450
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$97.3M +$14.6M 6 1.16% Increased