← 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
First Pacific Advisors
First Pacific Advisors
California
$187M +$1.97M 1 1.56% Increased
77
D.E. Shaw & Co
D.E. Shaw & Co
New York
$186M +$67.4M 15 0.24% Increased
78
SP
Summit Partners
Massachusetts
$185M +$152K 1 44.53% Increased
79
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$182M +$25.9M 10 0.66% Increased
80
abrdn Investment Management
abrdn Investment Management
United Kingdom
$181M +$28.1M 3 0.69% Increased
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$180M +$1.65M 15 0.45% Increased
82
VOYA Investment Management
VOYA Investment Management
Georgia
$176M +$4.49M 11 0.4% Increased
83
USAA
United Services Automobile Association
Texas
$174M -$363K 7 0.63% Reduced
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$173M -$3.33M 11 0.45% Reduced
85
Principal Financial Group
Principal Financial Group
Iowa
$173M +$1.61M 12 0.29% Increased
86
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$171M -$1.7M 4 0.34% Reduced
87
Aristotle Capital Management
Aristotle Capital Management
California
$170M +$3.5M 1 2.24% Increased
88
AQR Capital Management
AQR Capital Management
Connecticut
$166M -$10.7M 12 0.46% Reduced
89
Renaissance Technologies
Renaissance Technologies
New York
$161M -$128K 8 0.44% Reduced
90
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$157M -$818K 7 0.46% Reduced
91
First Trust Advisors
First Trust Advisors
Illinois
$155M +$5.08M 11 0.61% Increased
92
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$154M +$16.6M 15 0.18% Increased
93
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$153M -$2.59M 15 0.46% Reduced
94
Riverbridge Partners
Riverbridge Partners
Minnesota
$150M -$14M 3 2.93% Reduced
95
Gotham Asset Management
Gotham Asset Management
New York
$150M +$62.2M 8 1.49% Increased
96
Ruffer LLP
Ruffer LLP
United Kingdom
$147M +$1.82M 1 5.28% Increased
97
Pzena Investment Management
Pzena Investment Management
New York
$142M +$13.3M 2 0.77% Increased
98
Wasatch Advisors
Wasatch Advisors
Utah
$140M -$10.7M 2 1.46% Reduced
99
Macquarie Group
Macquarie Group
Australia
$138M -$15.1M 9 0.3% Reduced
100
SSM
Sound Shore Management
Connecticut
$137M -$1.2M 1 2.21% Reduced