← 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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$294M +$19.3M 16 0.69% Increased
77
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$282M +$10.4M 4 0.56% Increased
78
Capital Guardian Trust
Capital Guardian Trust
California
$276M -$48.6M 4 2.06% Reduced
79
Thomaspartners
Thomaspartners
Massachusetts
$275M +$15.5M 1 2.54% Increased
80
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$273M -$21.3M 1 1.49% Reduced
81
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261M +$49.1M 18 0.33% Increased
82
William Blair Investment Management
William Blair Investment Management
Illinois
$257M +$76.6M 3 0.97% Increased
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$257M +$1.75M 12 0.65% Increased
84
Epoch Investment Partners
Epoch Investment Partners
New York
$255M +$20.8M 2 0.85% Increased
85
Manning & Napier Advisors
Manning & Napier Advisors
New York
$254M -$194M 2 1.97% Reduced
86
Eaton Vance Management
Eaton Vance Management
Massachusetts
$254M +$274K 8 0.68% Increased
87
LSV Asset Management
LSV Asset Management
Illinois
$246M +$105M 4 0.45% Increased
88
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$246M +$21.1M 6 0.8% Increased
89
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$243M -$6.29M 8 0.61% Reduced
90
Panagora Asset Management
Panagora Asset Management
Massachusetts
$232M +$30.6M 13 0.97% Increased
91
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$229M +$24.9M 11 0.88% Increased
92
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$225M +$29.5M 13 1.06% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$225M +$6.29M 15 0.65% Increased
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$224M -$217M 3 0.76% Reduced
95
Asset Management One
Asset Management One
Japan
$223M -$11M 9 0.59% Reduced
96
Bessemer Group
Bessemer Group
New Jersey
$222M +$2.26M 11 0.92% Increased
97
Bank of Montreal
Bank of Montreal
Ontario, Canada
$221M +$8.04M 18 0.21% Increased
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$206M -$40.1M 5 0.52% Reduced
99
Winslow Capital Management
Winslow Capital Management
Minnesota
$205M +$191M 1 0.98% New
100
Russell Investments Group
Russell Investments Group
United Kingdom
$202M +$25.3M 18 0.37% Increased