← 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
751
GAMCO Investors
GAMCO Investors
Connecticut
$35.6M +$3.58M 4 0.32% Increased
752
Oak Ridge Investments
Oak Ridge Investments
Illinois
$35.6M +$4.9M 6 2.01% Increased
753
Soros Fund Management
Soros Fund Management
New York
$35.5M +$30.7M 5 0.44% Increased
754
China Universal Asset Management Company
China Universal Asset Management Company
China
$35.2M +$5.6M 9 2.1% Increased
755
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$35.1M +$3.77M 11 0.19% Increased
756
Wolverine Asset Management
Wolverine Asset Management
Illinois
$35M +$25.3M 5 0.31% Increased
757
Cantillon Capital Management
Cantillon Capital Management
New York
$35M -$722M 1 5.26% Reduced
758
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$34.9M -$434K 2 1.8% Reduced
759
Meeder Asset Management
Meeder Asset Management
Ohio
$34.8M -$3.65M 9 1.78% Reduced
760
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$34.5M -$544K 5 1.2% Reduced
761
OWIM
Old West Investment Management
California
$34.4M +$20.3M 4 3.64% Increased
762
Cable Car Capital
Cable Car Capital
California
$34M +$34M 1 0.73% Increased
763
Genus Capital Management
Genus Capital Management
British Columbia, Canada
$34M +$10.5M 3 3.34% Increased
764
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.9M +$1.62M 4 1.08% Increased
765
Callan Family Office
Callan Family Office
Pennsylvania
$33.9M +$530K 16 0.66% Increased
766
Waverly Advisors
Waverly Advisors
Alabama
$33.7M -$1.54M 7 0.2% Reduced
767
Sarasin & Partners
Sarasin & Partners
United Kingdom
$33.6M -$25.9M 1 0.39% Reduced
768
FIFTHDELTA
FIFTHDELTA
United Kingdom
$33.5M +$33.4M 1 3.93% New
769
Calamos Wealth Management
Calamos Wealth Management
Illinois
$33.4M +$3.61M 5 1.01% Increased
770
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$33.2M +$1.16M 6 0.33% Increased
771
LBP AM
LBP AM
France
$33.2M +$10.5M 3 0.33% Increased
772
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$33.1M -$812K 1 1.35% Reduced
773
JGP Wealth Management
JGP Wealth Management
Oregon
$33.1M -$211K 2 2.97% Reduced
774
Level Four Advisory Services
Level Four Advisory Services
Texas
$33M +$3.21M 4 0.93% Increased
775
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$32.9M -$6.04M 1 0.46% Reduced