← 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
651	Troy Asset Management London, United Kingdom	$45.8M	-$3.39M	1	1.28%	Reduced
652	Intermede Investment Partners London, United Kingdom	$45.7M	+$47.5M	1	1.92%	New
653	Junto Capital Management New York	$45.7M	-$131M	1	0.8%	Reduced
654	MAI Capital Management Independence, Ohio	$45.4M	+$13.1M	9	0.17%	Increased
655	Picton Mahoney Asset Management Toronto, Ontario, Canada	$45.3M	+$7.29M	6	0.34%	Increased
656	Birch Hill Investment Advisors Boston, Massachusetts	$45.1M	-$549K	2	1.83%	Reduced
657	ACM Argent Capital Management St Louis, Missouri	$45M	-$13.3M	3	1.42%	Reduced
658	Group One Trading Chicago, Illinois	$44.9M	+$23.7M	9	0.06%	Increased
659	RT Rockland Trust Hanover, Massachusetts	$44.8M	-$2.81M	2	1.76%	Reduced
660	Virginia Retirement Systems Richmond, Virginia	$44.6M	+$12M	14	0.27%	Increased
661	Longaeva Partners Chicago, Illinois	$44.5M	-$49.6M	3	0.97%	Reduced
662	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$44.5M	+$1.15M	5	0.51%	Increased
663	CCA Canyon Capital Advisors Dallas, Texas	$44.5M	-$13.3M	2	5.04%	Reduced
664	MGO One Seven Beachwood, Ohio	$44.2M	+$14.3M	9	0.73%	Increased
665	PC Panview Capital Hong Kong	$44.2M	+$38.8M	2	7.79%	New
666	Oppenheimer & Co New York	$44.2M	-$8.71M	11	0.47%	Reduced
667	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$44.1M	+$12.4M	10	1.62%	Increased
668	Exchange Traded Concepts Oklahoma City, Oklahoma	$44.1M	-$2.76M	12	0.2%	Reduced
669	Gulf International Bank (UK) London, United Kingdom	$43.9M	-$243K	4	0.86%	Reduced
670	GIA GHP Investment Advisors Denver, Colorado	$43.8M	+$754K	9	1.61%	Increased
671	HB Wealth Management Atlanta, Georgia	$43.7M	+$1.12M	12	0.24%	Increased
672	Cookson Peirce & Co Pittsburgh, Pennsylvania	$43.5M	+$317K	3	1.43%	Increased
673	EIM Essex Investment Management Boston, Massachusetts	$43.3M	-$4.33M	7	5.67%	Reduced
674	PC Pier Capital Stamford, Connecticut	$43.2M	-$10.5M	6	5.72%	Reduced
675	North Star Asset Management Neenah, Wisconsin	$43.1M	-$1.55M	4	1.69%	Reduced