← 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
Nationwide Fund Advisors
Nationwide Fund Advisors
Ohio
$159M +$16.1M 16 0.72% Increased
77
Lazard Asset Management
Lazard Asset Management
New York
$152M -$13.1M 3 0.36% Reduced
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$151M -$6.66M 15 0.47% Reduced
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$150M +$4.6M 15 0.45% Increased
80
Riverbridge Partners
Riverbridge Partners
Minnesota
$150M +$4.08M 3 3.25% Increased
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$148M -$781K 17 0.4% Reduced
82
Sound Shore Management
Sound Shore Management
Connecticut
$147M -$5.98M 1 2.74% Reduced
83
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$147M -$9.33M 2 2.48% Reduced
84
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$145M +$1.69M 4 0.39% Increased
85
Summit Partners
Summit Partners
Massachusetts
$144M $0 1 16.62% Maintained
86
Principal Financial Group
Principal Financial Group
Iowa
$142M +$3.66M 12 0.29% Increased
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$142M -$10.5M 9 0.59% Reduced
88
Macquarie Group
Macquarie Group
Australia
$139M +$1.9M 8 0.27% Increased
89
Putnam Investments
Putnam Investments
Massachusetts
$139M +$45.2M 7 0.37% Increased
90
Suntrust Banks
Suntrust Banks
Georgia
$138M -$12.2M 8 0.54% Reduced
91
American Century Companies
American Century Companies
Missouri
$136M -$29M 10 0.17% Reduced
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$136M -$4.49M 12 0.44% Reduced
93
Capital Guardian Trust
Capital Guardian Trust
California
$133M +$22.5M 3 0.92% Increased
94
BlackRock
BlackRock
New York
$129M -$5.13M 11 0.24% Reduced
95
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$128M +$16.4M 6 0.62% Increased
96
APG Asset Management
APG Asset Management
Netherlands
$128M -$9.49M 3 0.41% Reduced
97
FC
Fairpointe Capital
Illinois
$128M +$49.2M 1 2.15% Increased
98
Columbus Circle Investors
Columbus Circle Investors
$128M -$43.9M 2 0.91% Reduced
99
AWM
Ashmore Wealth Management
Delaware
$128M $0 2 2.78% Maintained
100
SG Americas Securities
SG Americas Securities
New York
$126M +$47.1M 12 0.52% Increased