← 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
$572M +$35.8M 18 0.69% Increased
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$554M +$96.4M 8 0.91% Increased
53
Frontier Capital Management
Frontier Capital Management
Massachusetts
$547M -$62.9M 7 4% Reduced
54
Manning & Napier Group
Manning & Napier Group
New York
$545M +$579M 3 4.9% New
55
Davis Selected Advisers
Davis Selected Advisers
Arizona
$527M -$18.1M 1 2.24% Reduced
56
American Century Companies
American Century Companies
Missouri
$527M +$53.8M 10 0.52% Increased
57
CCM
Cantillon Capital Management
New York
$517M -$35.9M 1 6.13% Reduced
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$497M +$5.11M 17 0.67% Increased
59
Macquarie Group
Macquarie Group
Australia
$497M +$16.3M 15 0.88% Increased
60
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$483M -$15.4M 17 0.47% Reduced
61
Teachers Advisors
Teachers Advisors
New York
$477M +$25.6M 16 0.61% Increased
62
First Trust Advisors
First Trust Advisors
Illinois
$477M +$78.9M 14 1.14% Increased
63
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$475M -$7.2M 4 0.61% Reduced
64
VOYA Investment Management
VOYA Investment Management
Georgia
$475M -$112M 15 0.99% Reduced
65
LSV Asset Management
LSV Asset Management
Illinois
$467M +$57.1M 6 0.74% Increased
66
APG Asset Management
APG Asset Management
Netherlands
$451M +$64.1M 6 0.83% Increased
67
Guggenheim Capital
Guggenheim Capital
Illinois
$434M +$46.7M 15 1.03% Increased
68
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$432M +$146M 10 0.67% Increased
69
Bank of Montreal
Bank of Montreal
Ontario, Canada
$419M +$75.3M 18 0.36% Increased
70
Principal Financial Group
Principal Financial Group
Iowa
$417M -$4.85M 15 0.38% Reduced
71
Putnam Investments
Putnam Investments
Massachusetts
$409M -$14.8M 7 0.91% Reduced
72
LPU
Lansdowne Partners (UK)
United Kingdom
$394M +$365M 1 3.63% Increased
73
Victory Capital Management
Victory Capital Management
Texas
$391M -$162M 14 0.82% Reduced
74
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$388M -$81.2M 5 0.86% Reduced
75
Renaissance Technologies
Renaissance Technologies
New York
$380M +$2.04M 16 0.42% Increased