← 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
Pzena Investment Management
Pzena Investment Management
New York
$147M +$1.21M 2 0.92% Increased
102
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146M +$5.06M 17 0.22% Increased
103
Pinnacle Associates
Pinnacle Associates
New York
$145M -$689K 4 3.12% Reduced
104
Glenmede Trust
Glenmede Trust
Pennsylvania
$143M -$921K 12 0.87% Reduced
105
First Trust Advisors
First Trust Advisors
Illinois
$142M +$17.2M 14 0.45% Increased
106
Renaissance Technologies
Renaissance Technologies
New York
$142M -$23.1M 16 0.27% Reduced
107
FC
Fairpointe Capital
Illinois
$140M +$11.3M 1 3.18% Increased
108
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$136M -$216K 2 0.58% Reduced
109
BlackRock Advisors
BlackRock Advisors
Delaware
$135M -$25.5M 16 0.14% Reduced
110
Silvercrest Asset Management
Silvercrest Asset Management
New York
$129M +$24.7M 4 1.64% Increased
111
Fisher Asset Management
Fisher Asset Management
Washington
$125M +$558K 4 0.23% Increased
112
Putnam Investments
Putnam Investments
Massachusetts
$123M +$598K 9 0.3% Increased
113
Artisan Partners
Artisan Partners
Wisconsin
$119M -$11.9M 1 0.25% Reduced
114
Findlay Park Partners
Findlay Park Partners
United Kingdom
$118M $0 1 1.35% Maintained
115
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$118M +$10.1M 13 0.56% Increased
116
Westfield Capital Management
Westfield Capital Management
Massachusetts
$116M -$11.6M 3 0.95% Reduced
117
Bank of Montreal
Bank of Montreal
Ontario, Canada
$113M -$4.3M 15 0.13% Reduced
118
VOYA Investment Management
VOYA Investment Management
Georgia
$113M -$1.86M 14 0.28% Reduced
119
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$111M +$657K 6 0.43% Increased
120
Credit Agricole
Credit Agricole
France
$110M +$11.4M 8 0.42% Increased
121
Gotham Asset Management
Gotham Asset Management
New York
$109M -$9.99M 10 1.3% Reduced
122
Wasatch Advisors
Wasatch Advisors
Utah
$103M -$28.4M 3 1.57% Reduced
123
SAM
Sentinel Asset Management
Vermont
$101M +$10.1M 4 2.39% Increased
124
Raymond James & Associates
Raymond James & Associates
Florida
$101M +$1.65M 13 0.32% Increased
125
NFA
Nationwide Fund Advisors
Ohio
$99.1M -$2.3M 17 0.43% Reduced