← 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
101	TAM Tiverton Asset Management Wilimington, Delaware	$117M	+$116M	3	3.03%	New
102	AWM Ashmore Wealth Management Wilmington, Delaware	$115M	+$117M	2	2.71%	New
103	BCM Brown Capital Management Baltimore, Maryland	$113M	+$96.4M	1	2.41%	New
104	Eaton Vance Management Boston, Massachusetts	$113M	+$114M	5	0.34%	New
105	Ruffer LLP London, United Kingdom	$109M	+$112M	1	5.86%	New
106	USAA United Services Automobile Association San Antonio, Texas	$108M	+$110M	8	0.5%	New
107	LSV Asset Management Chicago, Illinois	$107M	+$105M	2	0.28%	New
108	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$105M	+$107M	6	0.51%	New
109	Arrowstreet Capital Boston, Massachusetts	$104M	+$97.8M	5	0.77%	New
110	Capital Guardian Trust Los Angeles, California	$103M	+$104M	3	0.72%	New
111	Bessemer Group Woodbridge, New Jersey	$103M	+$106M	5	0.92%	New
112	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$102M	+$103M	15	0.19%	New
113	Frontier Capital Management Boston, Massachusetts	$101M	+$99.9M	3	0.84%	New
114	Wasatch Advisors Salt Lake City, Utah	$100M	+$103M	3	1.1%	New
115	WIM Weitz Investment Management Omaha, Nebraska	$98M	+$100M	1	3.97%	New
116	Thrivent Financial for Lutherans Minneapolis, Minnesota	$97.1M	+$98.4M	9	0.63%	New
117	Kornitzer Capital Management Shawnee Mission, Kansas	$96.8M	+$94.4M	1	1.27%	New
118	TD Asset Management Toronto, Ontario, Canada	$96.1M	+$97.7M	6	0.21%	New
119	ACM Atlanta Capital Management Atlanta, Georgia	$94.9M	+$97.3M	3	0.72%	New
120	MAMU Marathon Asset Management (UK) London, United Kingdom	$92.1M	+$91.4M	1	2.19%	New
121	VOYA Investment Management Atlanta, Georgia	$91.4M	+$91.3M	11	0.25%	New
122	TimesSquare Capital Management New York	$90.4M	+$88.1M	1	0.56%	New
123	Cambiar Investors Denver, Colorado	$89.9M	+$89.3M	1	1.45%	New
124	Millennium Management New York	$87.7M	+$88.6M	11	0.27%	New
125	SAM Sentinel Asset Management Montpelier, Vermont	$87.1M	+$85.5M	4	1.88%	New