← 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	Allianz Asset Management Munich, Germany	$158M	+$157M	10	0.22%	New
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$156M	+$156M	11	0.44%	New
78	Alkeon Capital Management New York	$153M	+$153M	2	3.43%	New
79	Ninety One (UK) London, United Kingdom	$152M	+$151M	1	1.17%	New
80	Vaughan Nelson Investment Management Houston, Texas	$149M	+$149M	2	2.82%	New
81	Lazard Asset Management New York	$147M	+$150M	3	0.35%	New
82	Columbia Wanger Asset Management Chicago, Illinois	$147M	+$142M	4	0.64%	New
83	Riverbridge Partners Minneapolis, Minnesota	$145M	+$143M	3	3.62%	New
84	Adage Capital Partners Boston, Massachusetts	$145M	+$144M	4	0.45%	New
85	RhumbLine Advisers Boston, Massachusetts	$144M	+$145M	14	0.46%	New
86	LM Lasry Marc	$137M	+$126M	1	16.77%	New
87	Parametric Portfolio Associates Seattle, Washington	$135M	+$136M	17	0.39%	New
88	State of Wisconsin Investment Board Madison, Wisconsin	$135M	+$136M	8	0.56%	New
89	Suntrust Banks Atlanta, Georgia	$135M	+$137M	7	0.59%	New
90	Teachers Advisors New York	$134M	+$134M	15	0.36%	New
91	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$134M	+$134M	15	0.43%	New
92	Macquarie Group Sydney, NSW 2000, Australia	$133M	+$136M	8	0.29%	New
93	SSM Sound Shore Management Greenwich, Connecticut	$133M	+$136M	1	2.59%	New
94	NFA Nationwide Fund Advisors Columbus, Ohio	$132M	+$132M	16	0.69%	New
95	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$129M	+$130M	4	0.36%	New
96	State Board of Administration of Florida Retirement System Tallahassee, Florida	$129M	+$130M	12	0.43%	New
97	Principal Financial Group Des Moines, Iowa	$127M	+$126M	12	0.28%	New
98	SP Summit Partners Boston, Massachusetts	$124M	+$119M	1	14.37%	New
99	APG Asset Management Amsterdam, Netherlands	$123M	+$125M	3	0.38%	New
100	BlackRock New York	$121M	+$123M	11	0.24%	New