← 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
526
SGAM
Smith Group Asset Management
Texas
$73.9M +$5.67M 3 3.01% Increased
527
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$73.5M +$4.04M 17 0.16% Increased
528
GJL
Gendell Jeffrey L
$73.4M +$10.3M 2 0.65% Increased
529
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$73M -$1.54M 3 1.31% Reduced
530
Advisors Asset Management
Advisors Asset Management
Colorado
$72.9M -$4.18M 15 1.11% Reduced
531
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$71.3M -$1.06M 2 1.05% Reduced
532
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$70.7M +$29.1M 4 0.4% Increased
533
WIC
Willis Investment Counsel
Georgia
$70.6M -$8.22M 1 3.37% Reduced
534
MCM
Maple Capital Management
Vermont
$70.5M -$139K 1 4.18% Reduced
535
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$70.4M +$9.08M 24 1.72% Increased
536
ALPS Advisors
ALPS Advisors
Colorado
$70.3M -$15.2M 7 0.33% Reduced
537
ORIO
Old Republic International (ORI)
Illinois
$70.2M -$25.9M 1 2.63% Reduced
538
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$70.1M -$21.6M 1 0.24% Reduced
539
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$69.9M -$5.29M 5 2.1% Reduced
540
IMC Chicago
IMC Chicago
Illinois
$69.8M +$43.5M 13 0.02% Increased
541
NSLI
Nan Shan Life Insurance
Taiwan
$69.3M +$7.21M 2 2.17% Increased
542
WRBC
W.R. Berkley Corp
Connecticut
$69.1M $0 1 3.18% Maintained
543
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$68.8M +$34.6M 5 0.55% Increased
544
NCM
Northside Capital Management
Oregon
$68.7M -$1.8M 1 5.63% Reduced
545
Andra AP-fonden
Andra AP-fonden
Sweden
$68.7M -$6.21M 4 0.79% Reduced
546
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$68.4M -$5.59M 3 0.28% Reduced
547
Hancock Whitney
Hancock Whitney
Mississippi
$68.3M -$1.65M 7 1.14% Reduced
548
Whittier Trust
Whittier Trust
California
$68.2M +$955K 8 0.67% Increased
549
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$67.4M +$6.12M 2 1.19% Increased
550
Allworth Financial
Allworth Financial
California
$67.2M -$8.39M 21 0.28% Reduced