← 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
676
Vinva Investment Management
Vinva Investment Management
Australia
$42.8M +$9.66M 6 0.28% Increased
677
TCTC Holdings
TCTC Holdings
Texas
$42.6M -$299K 2 1.12% Reduced
678
Mizuho Securities USA
Mizuho Securities USA
New York
$42.5M +$8.04M 4 0.69% Increased
679
DP
DDD Partners
Washington
$42.5M +$17.9M 2 2.65% Increased
680
PR
Payden & Rygel
California
$42.1M +$1.47M 2 3.23% Increased
681
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$42M -$775K 6 0.88% Reduced
682
Glenview Capital Management
Glenview Capital Management
New York
$41.9M +$33.7M 1 0.76% New
683
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$41.9M -$3.46M 4 0.53% Reduced
684
Scotia Capital
Scotia Capital
Ontario, Canada
$41.9M +$6.63M 5 0.16% Increased
685
DP
Dearborn Partners
Illinois
$41.6M -$4.5M 3 2.35% Reduced
686
TAL
TIG Advisors LLC
New York
$41.5M -$3.42M 1 1.84% Reduced
687
Martingale Asset Management
Martingale Asset Management
Massachusetts
$41.5M +$12.4M 6 0.98% Increased
688
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$41.2M +$14.6M 13 0.35% Increased
689
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$41.2M -$5M 5 0.71% Reduced
690
Dakota Wealth Management
Dakota Wealth Management
Florida
$41M +$3.49M 7 0.78% Increased
691
SI
Sora Investors
Pennsylvania
$40.9M -$105M 1 3.13% Reduced
692
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$40.8M +$2.06M 16 0.7% Increased
693
GIP
Granite Investment Partners
California
$40.7M -$22.9M 4 2.09% Reduced
694
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$40.6M +$16.8M 4 0.95% Increased
695
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$40.5M +$3.45M 16 0.2% Increased
696
OAM
Ostrum Asset Management
France
$40.4M +$11.3M 5 1.95% Increased
697
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$40.3M +$30.7M 1 0.79% New
698
E Fund Management
E Fund Management
China
$40.3M -$84.6M 6 0.9% Reduced
699
Summit Trail Advisors
Summit Trail Advisors
New York
$40.3M -$1.65M 12 0.51% Reduced
700
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$40.3M -$179K 8 0.44% Reduced