← 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
TD Asset Management
TD Asset Management
Ontario, Canada
$172M -$7.17M 7 0.31% Reduced
102
UBS Group
UBS Group
Switzerland
$170M +$14.8M 19 0.11% Increased
103
SSM
Sound Shore Management
Connecticut
$169M +$29M 1 2.73% Increased
104
Westwood Holdings Group
Westwood Holdings Group
Texas
$168M +$78.3K 4 1.26% Increased
105
Eagle Asset Management
Eagle Asset Management
Florida
$166M +$105M 6 0.93% Increased
106
Russell Frank Company
Russell Frank Company
Washington
$164M +$29.7M 17 0.26% Increased
107
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$162M -$53.8M 10 0.92% Reduced
108
Glenmede Trust
Glenmede Trust
Pennsylvania
$161M +$16.1M 12 1.16% Increased
109
MTB
Mizuho Trust & Banking
Japan
$158M +$4.73M 4 0.52% Increased
110
BlackRock Japan
BlackRock Japan
Japan
$151M -$4.37M 7 0.58% Reduced
111
Millennium Management
Millennium Management
New York
$150M -$36.9M 17 0.28% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$150M -$3.52M 14 0.53% Reduced
113
Fisher Asset Management
Fisher Asset Management
Washington
$148M -$49.6M 3 0.29% Reduced
114
Wasatch Advisors
Wasatch Advisors
Utah
$147M +$26M 4 1.61% Increased
115
Pzena Investment Management
Pzena Investment Management
New York
$147M -$17.4M 2 0.83% Reduced
116
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$145M -$10.6M 7 0.4% Reduced
117
Capital Guardian Trust
Capital Guardian Trust
California
$144M +$8.33M 4 1.04% Increased
118
Renaissance Technologies
Renaissance Technologies
New York
$140M +$40.3M 14 0.32% Increased
119
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$140M +$51M 3 12.76% Increased
120
Panagora Asset Management
Panagora Asset Management
Massachusetts
$137M -$12.6M 15 0.69% Reduced
121
NFA
Nationwide Fund Advisors
Ohio
$135M -$21.2M 17 0.56% Reduced
122
ACM
Argent Capital Management
Missouri
$135M -$2.22M 5 6.2% Reduced
123
HSBC Holdings
HSBC Holdings
United Kingdom
$135M +$12.9M 7 0.28% Increased
124
Gotham Asset Management
Gotham Asset Management
New York
$134M +$21.8M 7 1.12% Increased
125
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$133M -$29.3M 16 0.16% Reduced