← 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
476	Atreides Management Boston, Massachusetts	$89.2M	+$1.23M	1	0.62%	Increased
477	Bowen Hanes & Co Ponte Vedra Beach, Florida	$89.2M	$0	1	2.17%	Maintained
478	Dorsal Capital Management Redwood City, California	$89M	-$32.7M	1	3.15%	Reduced
479	PCM Portolan Capital Management Boston, Massachusetts	$89M	+$12.2M	4	3.33%	Increased
480	SP SIH Partners Wilmington, Delaware	$88.2M	-$18.5M	11	0.55%	Reduced
481	TAM Timucuan Asset Management Jacksonville, Florida	$88.1M	-$181M	1	3.24%	Reduced
482	Walleye Trading New York	$87.2M	+$29.7M	13	0.1%	Increased
483	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$86.9M	+$5.03M	5	0.84%	Increased
484	Saturna Capital Bellingham, Washington	$86.2M	-$298K	3	1.05%	Reduced
485	TD Waterhouse Canada Toronto, Ontario, Canada	$86.1M	+$32.5M	16	0.23%	Increased
486	Sanctuary Advisors Indianapolis, Indiana	$85.9M	+$493K	17	0.4%	Increased
487	OCM Osterweis Capital Management San Francisco, California	$85.6M	-$7.11M	5	4.04%	Reduced
488	AIA Group Hong Kong	$85.5M	+$8.21M	5	1.08%	Increased
489	Castleark Management Chicago, Illinois	$85.4M	-$1.48M	7	2.3%	Reduced
490	British Columbia Investment Management Victoria, British Columbia, Canada	$85M	+$6.32M	4	0.53%	Increased
491	SummitTX Capital Fort Worth, Texas	$85M	+$61.9M	7	2.19%	Increased
492	Cambiar Investors Denver, Colorado	$84.8M	-$68.1M	4	3.68%	Reduced
493	Haverford Trust Company Radnor, Pennsylvania	$84.6M	-$4.17M	2	0.73%	Reduced
494	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$84M	+$1.67M	6	0.58%	Increased
495	Caxton Associates (UK) London,	$83.3M	+$36.1M	13	1.56%	Increased
496	DSCM Divisadero Street Capital Management Miami, Florida	$83.2M	+$47.6M	3	1.89%	Increased
497	Illinois Municipal Retirement Fund Oak Brook, Illinois	$83.2M	+$7.01M	13	0.94%	Increased
498	Profund Advisors Bethesda, Maryland	$83.1M	+$11.2M	16	2.28%	Increased
499	Oppenheimer Asset Management New York	$82.5M	-$5.7M	11	0.86%	Reduced
500	Wealthfront Advisers Palo Alto, California	$82.3M	+$9.84M	8	0.16%	Increased