← 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	Russell Frank Company Seattle, Washington	$215M	+$215M	18	0.39%	New
52	Loomis, Sayles & Company Boston, Massachusetts	$215M	+$214M	6	0.77%	New
53	Hotchkis & Wiley Capital Management Los Angeles, California	$208M	+$211M	2	1.04%	New
54	SBCM Silver Bridge Capital Management Boston, Massachusetts	$204M	+$204M	2	37.09%	New
55	California Public Employees Retirement System Sacramento, California	$200M	+$201M	16	0.4%	New
56	abrdn Investment Management Edinburgh, United Kingdom	$199M	+$197M	2	1.26%	New
57	Guggenheim Capital Chicago, Illinois	$195M	+$188M	12	0.82%	New
58	Epoch Investment Partners New York	$193M	+$198M	1	0.96%	New
59	SFM Systematic Financial Management Teaneck, New Jersey	$185M	+$186M	2	1.58%	New
60	Perkins Investment Management Chicago, Illinois	$185M	+$184M	2	1.25%	New
61	Fayez Sarofim & Co Houston, Texas	$184M	+$189M	1	0.92%	New
62	Prudential plc London, England, United Kingdom	$182M	+$184M	2	0.98%	New
63	Morgan Stanley New York	$182M	+$181M	18	0.09%	New
64	Jennison Associates New York	$180M	+$180M	3	0.2%	New
65	Renaissance Technologies New York	$176M	+$179M	13	0.46%	New
66	CCI Columbus Circle Investors	$175M	+$162M	2	1.41%	New
67	Lord, Abbett & Co Jersey City, New Jersey	$175M	+$173M	6	0.4%	New
68	Prudential Financial Newark, New Jersey	$171M	+$172M	12	0.38%	New
69	Findlay Park Partners London, United Kingdom	$170M	+$173M	2	2.17%	New
70	Charles Schwab San Francisco, California	$169M	+$169M	15	0.38%	New
71	First Pacific Advisors El Segundo, California	$167M	+$167M	1	1.78%	New
72	Credit Suisse Zurich, Switzerland	$166M	+$167M	16	0.17%	New
73	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$159M	+$161M	3	0.36%	New
74	BlackRock Investment Management Wilmington, Delaware	$159M	+$159M	15	0.28%	New
75	American Century Companies Kansas City, Missouri	$159M	+$154M	11	0.21%	New