← 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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$471M +$23.4M 18 0.64% Increased
52
Prudential Financial
Prudential Financial
New Jersey
$468M -$4.5M 15 0.73% Reduced
53
Frontier Capital Management
Frontier Capital Management
Massachusetts
$449M -$67.6M 8 3.31% Reduced
54
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$437M +$86M 9 1.31% Increased
55
American Century Companies
American Century Companies
Missouri
$420M +$273M 12 0.44% Increased
56
First Trust Advisors
First Trust Advisors
Illinois
$395M +$30.6M 15 1.09% Increased
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$391M +$15.7M 4 0.6% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$391M -$6.97M 17 0.64% Reduced
59
Teachers Advisors
Teachers Advisors
New York
$388M +$3.73M 16 0.57% Increased
60
Renaissance Technologies
Renaissance Technologies
New York
$384M +$112M 13 0.54% Increased
61
Macquarie Group
Macquarie Group
Australia
$380M +$19.4M 11 0.69% Increased
62
Credit Suisse
Credit Suisse
Switzerland
$369M -$34.3M 16 0.33% Reduced
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$367M -$112M 18 0.56% Reduced
64
Guggenheim Capital
Guggenheim Capital
Illinois
$351M +$6.53M 15 0.95% Increased
65
APG Asset Management
APG Asset Management
Netherlands
$350M +$12.9M 4 0.64% Increased
66
Principal Financial Group
Principal Financial Group
Iowa
$350M +$13.9M 16 0.42% Increased
67
OppenheimerFunds
OppenheimerFunds
New York
$343M -$50.9M 13 0.42% Reduced
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$331M -$4.5M 16 0.67% Reduced
69
First Pacific Advisors
First Pacific Advisors
California
$330M -$58.5M 1 2.65% Reduced
70
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$314M +$4.12M 17 0.35% Increased
71
VOYA Investment Management
VOYA Investment Management
Georgia
$308M -$161K 14 0.71% Reduced
72
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$307M +$19.7M 6 0.55% Increased
73
USAA
United Services Automobile Association
Texas
$304M +$16.1M 12 0.96% Increased
74
Putnam Investments
Putnam Investments
Massachusetts
$301M +$120M 11 0.71% Increased
75
Millennium Management
Millennium Management
New York
$295M +$77.4M 13 0.54% Increased