← 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
501	Harvest Fund Management Beijing, China	$82M	+$10.4M	7	2.72%	Increased
502	Life Cycle Investment Partners London,	$81.9M	+$76.4M	3	0.38%	New
503	AI Aperture Investors New York	$81.8M	-$24.3M	3	7.4%	Reduced
504	Border to Coast Pensions Partnership Leeds, United Kingdom	$80.5M	-$11.1M	1	1.19%	Reduced
505	OP Asset Management Helsinki,	$80.5M	-$35.2M	8	0.86%	Reduced
506	Ethic Inc New York	$79.2M	+$8.09M	15	0.99%	Increased
507	Engineers Gate Manager New York	$78.9M	+$11.6M	17	1.02%	Increased
508	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$78.7M	+$15.1M	4	0.53%	Increased
509	Covea Finance Paris, France	$78.3M	+$8.29M	4	2.47%	Increased
510	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$78M	-$3.89M	5	0.53%	Reduced
511	KeyBank National Association Cleveland, Ohio	$77.6M	+$9.53M	13	0.26%	Increased
512	Groupe la Francaise Paris, France	$77.3M	+$5.61M	3	0.93%	Increased
513	MCM Maytus Capital Management New York	$77.2M	-$21.7M	4	12.14%	Reduced
514	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$77.2M	+$1.01M	1	2.51%	Increased
515	AAM Alpine Associates Management Palm Beach, Florida	$76.3M	+$1.68M	2	4.77%	Increased
516	Welch Group Birmingham, Alabama	$76.2M	-$3.27M	1	2.6%	Reduced
517	DP Dundas Partners Edinburgh, United Kingdom	$76.2M	-$2.74M	1	5.51%	Reduced
518	NIP Nicholas Investment Partners Rancho Santa Fe, California	$75.8M	+$1.74M	5	4.05%	Increased
519	ACM Arosa Capital Management Miami Beach, Florida	$75.2M	+$11.1M	4	13.41%	Increased
520	INTECH Investment Management West Palm Beach, Florida	$75.2M	+$25.1M	20	0.69%	Increased
521	AE Wealth Management Topeka, Kansas	$74.4M	+$11.7M	9	0.35%	Increased
522	HIM Herald Investment Management London, United Kingdom	$74.4M	-$65.3M	5	10.09%	Reduced
523	Eastern Bank Boston, Massachusetts	$74.3M	+$4.12M	9	1.14%	Increased
524	Brevan Howard Capital Management St. Helier, Jersey	$74.1M	+$33.6M	18	0.55%	Increased
525	SBCM Silverberg Bernstein Capital Management Armonk, New York	$74M	-$1.01M	3	28.33%	Reduced