← 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
SSM
Sound Shore Management
Connecticut
$139M +$1.58M 1 2.25% Increased
102
Pzena Investment Management
Pzena Investment Management
New York
$137M +$3.87M 2 0.76% Increased
103
Bessemer Group
Bessemer Group
New Jersey
$137M -$231K 7 0.84% Reduced
104
Ninety One (UK)
Ninety One (UK)
United Kingdom
$135M -$3.52K 1 0.78% Reduced
105
Bank of Montreal
Bank of Montreal
Ontario, Canada
$134M +$21.5M 16 0.15% Increased
106
Capital Guardian Trust
Capital Guardian Trust
California
$128M -$18.9M 2 0.87% Reduced
107
Guggenheim Capital
Guggenheim Capital
Illinois
$127M -$11.5M 12 0.32% Reduced
108
Silvercrest Asset Management
Silvercrest Asset Management
New York
$122M +$4.98M 4 1.83% Increased
109
D.E. Shaw & Co
D.E. Shaw & Co
New York
$121M +$50.2M 13 0.16% Increased
110
Janus Henderson Group
Janus Henderson Group
$119M +$493K 3 1.11% Increased
111
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119M +$8.37M 15 0.15% Increased
112
UBS
UBS
Switzerland
$117M +$12M 19 0.09% Increased
113
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$116M +$91.4M 5 0.06% Increased
114
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$115M -$23.6M 7 0.26% Reduced
115
LSV Asset Management
LSV Asset Management
Illinois
$110M +$2.25M 3 0.24% Increased
116
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110M -$4.24M 15 0.17% Reduced
117
MAMU
Marathon Asset Management (UK)
United Kingdom
$110M -$615K 2 2.71% Reduced
118
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$110M +$14.2M 10 0.62% Increased
119
SAM
Sentinel Asset Management
Vermont
$109M -$13.3M 5 2.18% Reduced
120
WIM
Weitz Investment Management
Nebraska
$109M +$323K 1 3.28% Increased
121
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M -$12.5M 10 0.55% Reduced
122
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$107M +$5.71M 14 0.05% Increased
123
NFA
Nationwide Fund Advisors
Ohio
$104M -$34.9M 15 0.43% Reduced
124
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$104M +$56.5M 3 0.28% Increased
125
HSBC Holdings
HSBC Holdings
United Kingdom
$103M +$17.5M 7 0.22% Increased