← 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	GC Greenlight Capital New York	$134M	+$139M	1	1.93%	New
102	TD Asset Management Toronto, Ontario, Canada	$134M	-$4.3M	4	0.23%	Reduced
103	Winton Group London, United Kingdom	$134M	+$42.6M	4	0.96%	Increased
104	Ninety One (UK) London, United Kingdom	$133M	+$659K	1	0.78%	Increased
105	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$133M	-$8M	4	0.32%	Reduced
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$133M	-$6.08M	12	0.43%	Reduced
107	Panagora Asset Management Boston, Massachusetts	$131M	+$81.4M	14	0.64%	Increased
108	Citadel Advisors Miami, Florida	$127M	-$96.1M	16	0.13%	Reduced
109	Arrowstreet Capital Boston, Massachusetts	$124M	+$4.66M	8	0.67%	Increased
110	Guggenheim Capital Chicago, Illinois	$124M	+$1.38M	12	0.3%	Increased
111	UBS Zurich, Switzerland	$123M	+$10.3M	19	0.09%	Increased
112	Capital Guardian Trust Los Angeles, California	$122M	-$5.25M	3	0.87%	Reduced
113	Acadian Asset Management Boston, Massachusetts	$120M	+$47M	6	0.58%	Increased
114	Silvercrest Asset Management New York	$119M	+$1.04M	4	1.84%	Increased
115	NFA Nationwide Fund Advisors Columbus, Ohio	$119M	+$12.4M	15	0.5%	Increased
116	Victory Capital Management San Antonio, Texas	$119M	+$25.5M	3	0.89%	Increased
117	BCM Brown Capital Management Baltimore, Maryland	$118M	+$962K	1	2.09%	Increased
118	WIM Weitz Investment Management Omaha, Nebraska	$109M	+$802K	1	3.21%	Increased
119	Barclays London, United Kingdom	$109M	+$20.7M	17	0.11%	Increased
120	Susquehanna International Group Bala Cynwyd, Pennsylvania	$109M	+$9.02M	14	0.04%	Increased
121	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$108M	-$2.84M	15	0.16%	Reduced
122	LSV Asset Management Chicago, Illinois	$107M	+$5.67M	2	0.23%	Increased
123	Putnam Investments Boston, Massachusetts	$102M	+$30.2M	7	0.22%	Increased
124	BlackRock Japan Tokyo, Japan	$102M	+$24.8M	10	0.44%	Increased
125	American Century Companies Kansas City, Missouri	$101M	+$14.5M	9	0.12%	Increased