← 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
SFM
Systematic Financial Management
New Jersey
$177M +$40.8M 3 1.2% Increased
77
VOYA Investment Management
VOYA Investment Management
Georgia
$176M +$73.6M 11 0.4% Increased
78
Renaissance Technologies
Renaissance Technologies
New York
$174M -$69.3M 10 0.41% Reduced
79
Principal Financial Group
Principal Financial Group
Iowa
$172M +$668K 12 0.29% Increased
80
USAA
United Services Automobile Association
Texas
$172M +$23.8M 8 0.63% Increased
81
Riverbridge Partners
Riverbridge Partners
Minnesota
$169M +$7.27M 3 2.95% Increased
82
Aristotle Capital Management
Aristotle Capital Management
California
$167M +$12.7M 1 2.22% Increased
83
Two Sigma Investments
Two Sigma Investments
New York
$163M +$33.9M 13 0.74% Increased
84
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$162M -$88.6M 7 0.46% Reduced
85
BlackRock
BlackRock
New York
$161M -$9.08M 13 0.24% Reduced
86
Wasatch Advisors
Wasatch Advisors
Utah
$161M +$31.7M 3 1.56% Increased
87
Macquarie Group
Macquarie Group
Australia
$161M -$2.43M 9 0.36% Reduced
88
AQR Capital Management
AQR Capital Management
Connecticut
$160M +$46.5M 11 0.43% Increased
89
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$159M +$32.2M 10 0.2% Increased
90
Millennium Management
Millennium Management
New York
$159M +$88.4M 12 0.44% Increased
91
abrdn Investment Management
abrdn Investment Management
United Kingdom
$157M +$771K 3 0.7% Increased
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$157M -$7M 15 0.46% Reduced
93
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$152M -$6.65M 9 0.55% Reduced
94
First Trust Advisors
First Trust Advisors
Illinois
$151M -$11.1M 11 0.63% Reduced
95
Marsico Capital Management
Marsico Capital Management
Colorado
$149M -$35.1M 1 1.08% Reduced
96
Ruffer LLP
Ruffer LLP
United Kingdom
$148M -$2.67M 1 4.8% Reduced
97
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$146M -$534K 4 0.34% Reduced
98
BCM
Brown Capital Management
Maryland
$142M -$253K 1 2.36% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$140M -$1.37M 12 0.44% Reduced
100
TD Asset Management
TD Asset Management
Ontario, Canada
$139M -$6.25M 7 0.24% Reduced