← 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
601
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$54.9M -$3.81M 8 0.81% Reduced
602
CRM
Cramer Rosenthal McGlynn
Connecticut
$54.5M -$39.6M 2 2.76% Reduced
603
NCGI
Next Century Growth Investors
Minnesota
$54M -$31.9M 3 2.86% Reduced
604
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$54M -$57.7M 1 7.11% Reduced
605
WestEnd Advisors
WestEnd Advisors
North Carolina
$53.8M -$5.81M 5 1.2% Reduced
606
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
$53.7M +$45.3M 1 0.93% Increased
607
TAM
Talos Asset Management
New York
$53.6M -$47.1M 3 7.63% Reduced
608
AIM
Avity Investment Management
Connecticut
$52.7M -$4.96M 1 3.36% Reduced
609
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$52.7M +$41.4M 2 0.63% New
610
Miller Howard Investments
Miller Howard Investments
New York
$52.7M +$104K 1 1.4% Increased
611
IGM
Incline Global Management
New York
$52.4M +$50.7M 4 14.69% New
612
Moran Wealth Management
Moran Wealth Management
Florida
$52.1M -$7.09M 4 1.42% Reduced
613
Discovery Capital Management
Discovery Capital Management
Connecticut
$52M -$114M 3 2.16% Reduced
614
TAM
Telemark Asset Management
Massachusetts
$51.6M $0 2 3.73% Maintained
615
UMB Bank
UMB Bank
Missouri
$51.5M -$807K 18 0.65% Reduced
616
VIS
Vega Investment Solutions
France
$51.4M +$7.03M 2 7.3% Increased
617
Banco Santander
Banco Santander
Spain
$51.4M -$12.1M 3 0.32% Reduced
618
SCP
Sandhill Capital Partners
New York
$51.3M -$3.76M 1 4.17% Reduced
619
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$51.2M -$1.77M 18 1.36% Reduced
620
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$51.1M -$3.01M 5 0.6% Reduced
621
Prospera Financial Services
Prospera Financial Services
Texas
$51.1M +$4.57M 7 0.74% Increased
622
RCM
Rivermont Capital Management
New York
$51M +$40.6M 2 7.24% New
623
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$50.8M +$17.2M 6 0.65% Increased
624
HWCM
Hudson Way Capital Management
Texas
$50.7M +$47.2M 1 4.52% New
625
WesBanco Bank
WesBanco Bank
West Virginia
$50.6M +$6.15M 3 1.26% Increased