← 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
576	SCM Steadfast Capital Management New York	$61.7M	+$52.7M	2	1.89%	New
577	MDSL M.D. Sass LLC New York	$61.5M	+$61.3M	1	4.02%	New
578	Capula Management Grand Cayman, Cayman Islands	$61.3M	+$54.5M	4	0.22%	Increased
579	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$61.2M	-$4.28M	1	4.28%	Reduced
580	EI EAM Investors Solana Beach, California	$60.5M	+$11.3M	8	5.39%	Increased
581	KL KIM LLC Wichita, Kansas	$59.6M	-$34.2M	1	5.94%	Reduced
582	First Eagle Investment Management New York	$59.5M	-$1.02B	2	0.1%	Reduced
583	Advent Capital Management New York	$59.4M	-$1.52M	2	1.33%	Reduced
584	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$59.2M	-$10.4M	3	2%	Reduced
585	DG DigitalBridge Group Boca Raton, Florida	$58.5M	-$26.1M	1	3.5%	Reduced
586	Natixis Paris, France	$58.4M	-$145M	9	0.24%	Reduced
587	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$57.7M	-$14.9M	1	13.35%	Reduced
588	Atria Investments Charlotte, North Carolina	$57.6M	+$3.38M	15	0.58%	Increased
589	Horizon Investments Charlotte, North Carolina	$57.6M	-$4.51M	12	0.63%	Reduced
590	EULAV Asset Management Sarasota, Florida	$57.6M	-$43.6M	3	1.84%	Reduced
591	Freestone Grove Partners San Francisco, California	$57.5M	-$55.8K	10	0.37%	Reduced
592	Great Lakes Advisors Chicago, Illinois	$57.3M	-$10.8M	7	0.44%	Reduced
593	CC Colrain Capital Boston, Massachusetts	$57.1M	-$14M	1	19.32%	Reduced
594	WIM Weitz Investment Management Omaha, Nebraska	$57.1M	-$31.2M	2	3.95%	Reduced
595	Allstate Corporation Northbrook, Illinois	$56.5M	-$11.9M	6	0.56%	Reduced
596	Brinker Capital Investments Berwyn, Pennsylvania	$56.3M	-$5.15M	13	0.43%	Reduced
597	ICP Ironvine Capital Partners Omaha, Nebraska	$56M	-$13.9M	1	5.22%	Reduced
598	TCP ThornTree Capital Partners Boston, Massachusetts	$55.5M	+$30.1M	1	7.59%	Increased
599	CP CenterBook Partners Greenwich, Connecticut	$55.4M	+$38M	10	2.72%	Increased
600	BCM Benchstone Capital Management New York	$55.2M	+$18M	2	6.67%	Increased