← 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
Credit Suisse
Credit Suisse
Switzerland
$317M +$42.3M 19 0.31% Increased
52
Winslow Capital Management
Winslow Capital Management
Minnesota
$315M +$9.47M 1 1.04% Increased
53
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$294M +$30.7M 17 0.33% Increased
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$290M -$2.61M 4 0.52% Reduced
55
Adage Capital Partners
Adage Capital Partners
Massachusetts
$290M -$1.37M 7 0.72% Reduced
56
BlackRock Investment Management
BlackRock Investment Management
Delaware
$284M -$8.13M 17 0.35% Reduced
57
Guggenheim Capital
Guggenheim Capital
Illinois
$282M +$51M 14 0.7% Increased
58
BlackRock
BlackRock
New York
$280M -$26.5M 15 0.41% Reduced
59
Westfield Capital Management
Westfield Capital Management
Massachusetts
$278M +$65.8M 7 1.7% Increased
60
Teachers Advisors
Teachers Advisors
New York
$274M +$3.37M 16 0.51% Increased
61
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$263M -$26.8M 18 0.18% Reduced
62
Citadel Advisors
Citadel Advisors
Florida
$263M +$36.1M 17 0.23% Increased
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$255M +$7.01M 17 0.5% Increased
64
First Pacific Advisors
First Pacific Advisors
California
$245M +$1.39M 1 2% Increased
65
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$242M +$104M 17 0.1% Increased
66
Principal Financial Group
Principal Financial Group
Iowa
$239M -$12.8M 14 0.36% Reduced
67
Jennison Associates
Jennison Associates
New York
$239M +$34.1M 7 0.22% Increased
68
SP
Summit Partners
Massachusetts
$238M -$1.28M 1 78.78% Reduced
69
Putnam Investments
Putnam Investments
Massachusetts
$236M +$134M 10 0.47% Increased
70
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$236M -$8.93M 1 1.2% Reduced
71
Epoch Investment Partners
Epoch Investment Partners
New York
$234M -$14.6M 1 0.86% Reduced
72
Institutional Capital
Institutional Capital
Illinois
$234M -$137M 1 1.63% Reduced
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$228M -$3.77M 16 0.55% Reduced
74
Artisan Partners
Artisan Partners
Wisconsin
$228M -$163M 1 0.42% Reduced
75
American Century Companies
American Century Companies
Missouri
$226M +$28.7M 10 0.25% Increased