← 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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$221M	-$3.23M	13	0.57%	Reduced
77	Bessemer Group Woodbridge, New Jersey	$220M	-$63K	6	1.15%	Reduced
78	FC Fairpointe Capital Chicago, Illinois	$218M	+$58.9M	1	3.04%	Increased
79	Amundi Asset Management US Boston, Massachusetts	$218M	-$18.8M	3	0.8%	Reduced
80	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$217M	-$4.12M	4	0.5%	Reduced
81	First Trust Advisors Wheaton, Illinois	$216M	+$37.7M	14	0.56%	Increased
82	State of Wisconsin Investment Board Madison, Wisconsin	$215M	+$37.8M	11	0.75%	Increased
83	Schroder Investment Management Group London, United Kingdom	$214M	-$48.9M	7	0.42%	Reduced
84	RS Investment Management San Francisco, California	$213M	+$86.5M	6	1.83%	Increased
85	APG Asset Management Amsterdam, Netherlands	$207M	+$11.6M	5	0.42%	Increased
86	GC Greenlight Capital New York	$202M	-$2.76M	1	2.54%	Reduced
87	Balyasny Asset Management Chicago, Illinois	$200M	+$145M	5	1.23%	Increased
88	Swiss National Bank Zurich, Switzerland	$194M	+$8.84M	16	0.5%	Increased
89	Royce & Associates New York	$193M	-$23.9M	6	0.82%	Reduced
90	WBC Westpac Banking Corp Sydney, Australia	$191M	+$37M	5	1.86%	Increased
91	D.E. Shaw & Co New York	$190M	+$58.1M	17	0.28%	Increased
92	Eaton Vance Management Boston, Massachusetts	$187M	-$15.2M	7	0.57%	Reduced
93	Aristotle Capital Management Los Angeles, California	$185M	+$3.07M	1	2.18%	Increased
94	Bank of Montreal Toronto, Ontario, Canada	$183M	+$5.28M	14	0.21%	Increased
95	RhumbLine Advisers Boston, Massachusetts	$182M	-$12.3M	16	0.58%	Reduced
96	Pinnacle Associates New York	$181M	-$6.32M	4	3.36%	Reduced
97	OppenheimerFunds New York	$181M	-$43.7M	5	0.21%	Reduced
98	Macquarie Group Sydney, NSW 2000, Australia	$178M	-$78.9M	11	0.35%	Reduced
99	USAA United Services Automobile Association San Antonio, Texas	$176M	-$10.2M	8	0.62%	Reduced
100	Hotchkis & Wiley Capital Management Los Angeles, California	$174M	+$6.32M	3	0.61%	Increased