← 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
76
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$1.32B -$15.2M 21 0.61% Reduced
77
Marshall Wace
Marshall Wace
United Kingdom
$1.31B -$42.1M 18 1.04% Reduced
78
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$1.31B $0 1 0.9% Maintained
79
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.27B -$22.8M 19 1.21% Reduced
80
Artisan Partners
Artisan Partners
Wisconsin
$1.26B -$266M 8 2% Reduced
81
Stifel Financial
Stifel Financial
Missouri
$1.25B -$122M 21 1.04% Reduced
82
Clal Insurance
Clal Insurance
Israel
$1.2B +$164M 2 5.39% Increased
83
Capital International Investors
Capital International Investors
California
$1.19B -$214M 6 0.25% Reduced
84
Allianz Asset Management
Allianz Asset Management
Germany
$1.17B +$386M 12 0.95% Increased
85
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.16B +$146M 9 0.83% Increased
86
Russell Investments Group
Russell Investments Group
United Kingdom
$1.1B +$61.1M 22 0.97% Increased
87
Pzena Investment Management
Pzena Investment Management
New York
$1.08B -$9.22M 2 3.18% Reduced
88
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.08B +$609M 23 0.08% Increased
89
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.08B +$592M 12 0.48% Increased
90
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.03B -$71.1M 20 1.04% Reduced
91
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.03B +$356M 8 1.27% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.01B +$8.89M 19 0.93% Increased
93
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1B +$137M 13 1.48% Increased
94
Natixis Advisors
Natixis Advisors
Massachusetts
$974M +$29.7M 17 1.1% Increased
95
Allspring Global Investments
Allspring Global Investments
North Carolina
$966M -$109M 17 1.48% Reduced
96
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$953M +$46.5M 10 2.68% Increased
97
DZ Bank
DZ Bank
Germany
$945M +$343M 4 0.72% Increased
98
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$928M -$250M 4 0.84% Reduced
99
TD Asset Management
TD Asset Management
Ontario, Canada
$925M -$16.8M 13 0.8% Reduced
100
Phoenix Financial
Phoenix Financial
Israel
$923M +$29.5M 6 6.3% Increased