← 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
451
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$96.7M +$46.7M 14 1.91% Increased
452
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$96.4M +$4.74M 17 1.04% Increased
453
RMCM
Reynders McVeigh Capital Management
Massachusetts
$96.3M -$1.75M 2 4.26% Reduced
454
First Manhattan
First Manhattan
New York
$96.2M +$70.7M 4 0.25% Increased
455
Annex Advisory Services
Annex Advisory Services
Wisconsin
$96.1M -$1.42M 2 1.64% Reduced
456
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$96.1M +$17.1M 17 1.25% Increased
457
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$95.9M +$7.52M 3 0.9% Increased
458
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$95.3M +$22.7M 3 1.16% Increased
459
Antipodes Partners
Antipodes Partners
Australia
$95.1M +$94.3M 2 1.74% New
460
Fred Alger Management
Fred Alger Management
New York
$95.1M +$5.05M 6 0.32% Increased
461
Nicholas Company
Nicholas Company
Wisconsin
$94.9M -$7.94M 3 1.74% Reduced
462
Curi RMB Capital
Curi RMB Capital
Illinois
$94.4M -$10.8M 5 1.46% Reduced
463
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$93.3M +$26.2M 8 0.93% Increased
464
Yousif Capital Management
Yousif Capital Management
Michigan
$93.1M -$5.17M 18 1.04% Reduced
465
Utah Retirement Systems
Utah Retirement Systems
Utah
$92.4M -$4.13M 12 0.88% Reduced
466
Jump Financial
Jump Financial
Illinois
$92M +$37.8M 18 0.74% Increased
467
GD
Grandfield & Dodd
New York
$92M -$6.6M 1 4.82% Reduced
468
BAM
BCV Asset Management
$91.4M -$1.46M 2 2.76% Reduced
469
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$91.4M -$36.4M 2 1.88% Reduced
470
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$91.2M -$6.03M 2 2.56% Reduced
471
Mizuho Markets Americas
Mizuho Markets Americas
New York
$90.8M -$47.2M 4 1.42% Reduced
472
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$90.2M +$39.5M 6 1.09% Increased
473
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$90M +$19.9M 3 0.48% Increased
474
Norinchukin Bank
Norinchukin Bank
Japan
$89.9M -$14.3M 5 0.88% Reduced
475
Sterling Capital Management
Sterling Capital Management
North Carolina
$89.8M -$17.8M 19 1.52% Reduced