← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$292M -$28.3M 16 0.62% Reduced
77
USAA
United Services Automobile Association
Texas
$283M -$12.7M 12 0.86% Reduced
78
Panagora Asset Management
Panagora Asset Management
Massachusetts
$277M +$56.2M 14 1.11% Increased
79
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$275M +$5.84M 4 0.53% Increased
80
D.E. Shaw & Co
D.E. Shaw & Co
New York
$272M +$81.6M 12 0.45% Increased
81
Thomaspartners
Thomaspartners
Massachusetts
$272M +$9.79M 1 2.34% Increased
82
Putnam Investments
Putnam Investments
Massachusetts
$272M -$16.3M 6 0.64% Reduced
83
Bank of Montreal
Bank of Montreal
Ontario, Canada
$264M +$50.9M 18 0.25% Increased
84
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$254M -$7.39M 1 1.36% Reduced
85
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$248M +$75.1M 9 0.75% Increased
86
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$247M -$155K 13 0.63% Reduced
87
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$244M -$8.57M 18 0.3% Reduced
88
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$242M -$8.72M 6 0.75% Reduced
89
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$241M +$2.68M 7 0.57% Increased
90
Eaton Vance Management
Eaton Vance Management
Massachusetts
$236M -$6.5M 6 0.62% Reduced
91
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$232M +$7M 10 0.75% Increased
92
Epoch Investment Partners
Epoch Investment Partners
New York
$227M -$15.9M 2 0.77% Reduced
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$227M +$49.3M 4 1.25% Increased
94
Bahl & Gaynor
Bahl & Gaynor
Ohio
$220M +$49M 5 2.51% Increased
95
William Blair Investment Management
William Blair Investment Management
Illinois
$216M -$35.8M 2 0.78% Reduced
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$215M +$269K 15 0.61% Increased
97
Bessemer Group
Bessemer Group
New Jersey
$215M +$3.05M 13 0.87% Increased
98
Asset Management One
Asset Management One
Japan
$215M +$1.75M 9 0.55% Increased
99
Citadel Advisors
Citadel Advisors
Florida
$212M +$36M 15 0.18% Increased
100
Alkeon Capital Management
Alkeon Capital Management
New York
$211M +$40.1M 4 1.7% Increased