← 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
51
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.91B +$324M 16 1.06% Increased
52
Millennium Management
Millennium Management
New York
$1.9B +$260M 20 0.69% Increased
53
HSBC Holdings
HSBC Holdings
United Kingdom
$1.84B +$176M 18 0.77% Increased
54
VOYA Investment Management
VOYA Investment Management
Georgia
$1.79B -$169M 22 1.55% Reduced
55
Swedbank
Swedbank
Sweden
$1.76B +$111M 8 1.52% Increased
56
ClearBridge Investments
ClearBridge Investments
New York
$1.73B +$138M 7 1.43% Increased
57
Citadel Advisors
Citadel Advisors
Florida
$1.66B +$129M 20 0.19% Increased
58
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.6B +$70.1M 21 0.38% Increased
59
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.58B -$2.65M 9 0.9% Reduced
60
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.57B +$1.07B 15 1.46% Increased
61
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.53B -$107M 9 3.44% Reduced
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52B -$463M 21 1.19% Reduced
63
Jennison Associates
Jennison Associates
New York
$1.51B +$294M 8 0.91% Increased
64
AQR Capital Management
AQR Capital Management
Connecticut
$1.51B +$408M 21 0.53% Increased
65
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.48B +$488M 11 1.85% Increased
66
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.47B -$327M 21 0.7% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.46B +$95.7M 10 0.82% Increased
68
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.44B +$587M 13 1.59% Increased
69
Principal Financial Group
Principal Financial Group
Iowa
$1.42B -$97M 18 0.7% Reduced
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.41B -$15.4M 20 1.06% Reduced
71
Victory Capital Management
Victory Capital Management
Texas
$1.39B -$191M 19 0.78% Reduced
72
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$1.36B -$208M 16 2.05% Reduced
73
National Pension Service
National Pension Service
South Korea
$1.35B -$20.3M 4 0.87% Reduced
74
Vanguard Asset Management
Vanguard Asset Management
$1.35B +$141M 20 0.91% Increased
75
SEI Investments
SEI Investments
Pennsylvania
$1.33B -$10M 22 1.18% Reduced