← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$206M -$3.18M 4 0.45% Reduced
77
RS Investment Management
RS Investment Management
California
$205M -$9.19M 3 2.1% Reduced
78
AQR Capital Management
AQR Capital Management
Connecticut
$205M -$25.4M 15 0.36% Reduced
79
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$204M -$4.35M 12 0.54% Reduced
80
Eaton Vance Management
Eaton Vance Management
Massachusetts
$204M -$204K 8 0.59% Reduced
81
USAA
United Services Automobile Association
Texas
$203M -$12.7M 10 0.73% Reduced
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$199M -$17.5M 5 0.54% Reduced
83
Macquarie Group
Macquarie Group
Australia
$199M +$1.76M 10 0.39% Increased
84
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$190M -$6.64M 11 0.77% Reduced
85
Epoch Investment Partners
Epoch Investment Partners
New York
$188M -$32.5M 3 0.71% Reduced
86
Thomaspartners
Thomaspartners
Massachusetts
$187M +$7.6M 1 2.45% Increased
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$186M -$1.88M 16 0.55% Reduced
88
MTB
Mizuho Trust & Banking
Japan
$169M -$10.5K 4 0.52% Reduced
89
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$169M +$17.2M 12 0.86% Increased
90
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$166M -$25M 8 0.45% Reduced
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$165M +$22.4M 15 0.52% Increased
92
Royce & Associates
Royce & Associates
New York
$164M -$11.5M 8 1.09% Reduced
93
VFA
Virtus Fund Advisers
Connecticut
$157M -$13.5M 3 1.4% Reduced
94
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$154M +$8.54M 6 0.48% Increased
95
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$153M -$1.5M 4 0.7% Reduced
96
MAMU
Marathon Asset Management (UK)
United Kingdom
$153M +$2.86M 2 3.25% Increased
97
William Blair Investment Management
William Blair Investment Management
Illinois
$149M -$7.08M 2 0.59% Reduced
98
Panagora Asset Management
Panagora Asset Management
Massachusetts
$148M -$19.5M 13 0.73% Reduced
99
BlackRock Japan
BlackRock Japan
Japan
$148M -$5.21M 9 0.53% Reduced
100
Emerald Acquisition
Emerald Acquisition
Washington
$148M +$146M 15 0.26% New