← 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
Allianz Asset Management
Allianz Asset Management
Germany
$430M +$21.2M 13 0.38% Increased
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$427M +$41M 17 0.59% Increased
53
Prudential Financial
Prudential Financial
New Jersey
$426M +$48.7M 15 0.69% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$396M -$1.22M 17 0.56% Reduced
55
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$391M -$18.1M 3 1.38% Reduced
56
Swiss National Bank
Swiss National Bank
Switzerland
$368M +$1.78M 17 0.58% Increased
57
BlackRock Investment Management
BlackRock Investment Management
Delaware
$367M +$21.1M 17 0.42% Increased
58
Credit Suisse
Credit Suisse
Switzerland
$357M -$93.8M 18 0.36% Reduced
59
Manning & Napier Advisors
Manning & Napier Advisors
New York
$354M +$72.7M 2 2.32% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$353M -$24.4M 16 0.59% Reduced
61
OppenheimerFunds
OppenheimerFunds
New York
$352M +$21.9M 13 0.45% Increased
62
First Pacific Advisors
First Pacific Advisors
California
$347M +$1.27M 1 2.76% Increased
63
Teachers Advisors
Teachers Advisors
New York
$335M +$13.3M 16 0.53% Increased
64
BlackRock
BlackRock
New York
$335M -$9.42M 18 0.47% Reduced
65
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$327M -$8.65M 4 0.53% Reduced
66
Macquarie Group
Macquarie Group
Australia
$315M +$11.9M 11 0.6% Increased
67
First Trust Advisors
First Trust Advisors
Illinois
$310M +$109M 14 0.92% Increased
68
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$305M -$57.5K 8 0.93% Reduced
69
Principal Financial Group
Principal Financial Group
Iowa
$304M -$5.37M 15 0.39% Reduced
70
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$296M -$7.63M 16 0.6% Reduced
71
Guggenheim Capital
Guggenheim Capital
Illinois
$291M +$29.1M 15 0.83% Increased
72
Capital Guardian Trust
Capital Guardian Trust
California
$286M +$6.7M 4 2.24% Increased
73
APG Asset Management
APG Asset Management
Netherlands
$279M -$12.5M 4 0.53% Reduced
74
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$277M -$7.9M 15 0.32% Reduced
75
VOYA Investment Management
VOYA Investment Management
Georgia
$275M +$32.1M 14 0.66% Increased