← 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$148M +$15.8M 2 0.62% Increased
102
Glenmede Trust
Glenmede Trust
Pennsylvania
$146M +$4.45M 13 0.95% Increased
103
MAMU
Marathon Asset Management (UK)
United Kingdom
$145M +$4.3M 2 3.18% Increased
104
William Blair Investment Management
William Blair Investment Management
Illinois
$145M +$8.13M 2 0.57% Increased
105
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$143M +$48.7M 7 0.45% Increased
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$140M -$2.21M 15 0.53% Reduced
107
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139M -$17.5M 17 0.12% Reduced
108
Artisan Partners
Artisan Partners
Wisconsin
$136M -$20.4M 1 0.28% Reduced
109
Pinnacle Associates
Pinnacle Associates
New York
$136M +$11.3M 4 2.91% Increased
110
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$135M +$16.6M 2 1.7% Increased
111
Russell Frank Company
Russell Frank Company
Washington
$131M +$1.29M 16 0.23% Increased
112
Westfield Capital Management
Westfield Capital Management
Massachusetts
$130M -$5.46M 5 0.99% Reduced
113
First Trust Advisors
First Trust Advisors
Illinois
$125M -$12.8M 14 0.4% Reduced
114
Wasatch Advisors
Wasatch Advisors
Utah
$124M -$28.4M 4 1.89% Reduced
115
Lazard Asset Management
Lazard Asset Management
New York
$121M +$59.5M 5 0.26% Increased
116
Putnam Investments
Putnam Investments
Massachusetts
$119M -$16M 10 0.28% Reduced
117
Gotham Asset Management
Gotham Asset Management
New York
$119M +$5.66M 8 1.33% Increased
118
Bank of Montreal
Bank of Montreal
Ontario, Canada
$118M -$42.9M 16 0.13% Reduced
119
SP
Summit Partners
Massachusetts
$115M -$141M 1 66.06% Reduced
120
ACM
Argent Capital Management
Missouri
$114M +$7.3M 6 5.17% Increased
121
Fisher Asset Management
Fisher Asset Management
Washington
$113M +$391K 4 0.22% Increased
122
Silvercrest Asset Management
Silvercrest Asset Management
New York
$113M -$605K 4 1.56% Reduced
123
VOYA Investment Management
VOYA Investment Management
Georgia
$112M -$911K 14 0.28% Reduced
124
Findlay Park Partners
Findlay Park Partners
United Kingdom
$108M +$16.2M 1 1.23% Increased
125
John W. Bristol & Co
John W. Bristol & Co
New York
$107M -$4.3M 1 2.88% Reduced