← 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
$334M +$4.28M 16 0.73% Increased
77
Alyeska Investment Group
Alyeska Investment Group
Illinois
$332M +$292M 2 2.48% Increased
78
Credit Suisse
Credit Suisse
Switzerland
$332M -$7.31M 17 0.32% Reduced
79
Thomaspartners
Thomaspartners
Massachusetts
$322M +$4.66M 1 2.58% Increased
80
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$319M +$17.2M 10 0.85% Increased
81
USAA
United Services Automobile Association
Texas
$309M -$7.66M 11 0.91% Reduced
82
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$306M -$5.54M 4 0.57% Reduced
83
Bank of Montreal
Bank of Montreal
Ontario, Canada
$306M +$3.12M 18 0.28% Increased
84
OppenheimerFunds
OppenheimerFunds
New York
$302M -$38.5M 14 0.37% Reduced
85
D.E. Shaw & Co
D.E. Shaw & Co
New York
$302M -$10.2M 13 0.46% Reduced
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$301M -$25.9M 16 0.67% Reduced
87
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$296M -$323K 1 1.55% Reduced
88
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$294M +$19.5M 6 0.83% Increased
89
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$279M +$6.5M 4 1.63% Increased
90
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$276M -$1.86M 13 0.69% Reduced
91
Eaton Vance Management
Eaton Vance Management
Massachusetts
$275M +$4.07M 6 0.71% Increased
92
Panagora Asset Management
Panagora Asset Management
Massachusetts
$268M -$39.3M 13 1.06% Reduced
93
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267M -$6.88M 18 0.32% Reduced
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$263M +$28.4M 3 0.84% Increased
95
Bahl & Gaynor
Bahl & Gaynor
Ohio
$261M +$5.58M 5 2.86% Increased
96
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$261M -$6.34M 8 0.57% Reduced
97
Epoch Investment Partners
Epoch Investment Partners
New York
$257M -$6.1M 2 0.86% Reduced
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$255M +$921K 9 0.75% Increased
99
Glenmede Trust
Glenmede Trust
Pennsylvania
$252M +$59M 13 1.1% Increased
100
Bessemer Group
Bessemer Group
New Jersey
$250M +$776K 13 1% Increased