← 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
BlackRock Japan
BlackRock Japan
Japan
$177M +$10.1M 8 0.6% Increased
102
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172M +$4.54M 17 0.25% Increased
103
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$169M -$2.16M 4 0.73% Reduced
104
Panagora Asset Management
Panagora Asset Management
Massachusetts
$167M -$1.98M 13 0.8% Reduced
105
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$160M +$25.5M 6 0.6% Increased
106
William Blair Investment Management
William Blair Investment Management
Illinois
$157M -$10.2M 2 0.59% Reduced
107
Emerald Acquisition
Emerald Acquisition
Washington
$155M -$16.8M 15 0.3% Reduced
108
TD Asset Management
TD Asset Management
Ontario, Canada
$155M +$47.9M 7 0.27% Increased
109
Silvercrest Asset Management
Silvercrest Asset Management
New York
$155M +$1.88M 4 1.86% Increased
110
Putnam Investments
Putnam Investments
Massachusetts
$154M +$11.9M 11 0.37% Increased
111
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$150M +$14.5M 13 0.69% Increased
112
Pinnacle Associates
Pinnacle Associates
New York
$150M +$242K 4 3.02% Increased
113
HSBC Holdings
HSBC Holdings
United Kingdom
$150M +$40.8M 8 0.37% Increased
114
Bank of Montreal
Bank of Montreal
Ontario, Canada
$150M +$19.1M 17 0.16% Increased
115
Glenmede Trust
Glenmede Trust
Pennsylvania
$149M -$20.4M 14 0.84% Reduced
116
Westfield Capital Management
Westfield Capital Management
Massachusetts
$149M -$1.37M 2 1.2% Reduced
117
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$148M +$77.5M 2 0.7% Increased
118
BlackRock Advisors
BlackRock Advisors
Delaware
$147M -$8.19M 16 0.15% Reduced
119
Credit Agricole
Credit Agricole
France
$145M +$17.4M 9 0.47% Increased
120
MAMU
Marathon Asset Management (UK)
United Kingdom
$142M -$29.2M 2 3.05% Reduced
121
Bahl & Gaynor
Bahl & Gaynor
Ohio
$141M +$39M 5 1.7% Increased
122
Fisher Asset Management
Fisher Asset Management
Washington
$139M +$5.63M 4 0.25% Increased
123
NFA
Nationwide Fund Advisors
Ohio
$135M +$19.6M 17 0.56% Increased
124
FC
Fairpointe Capital
Illinois
$134M -$13.6M 1 3.02% Reduced
125
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$134M +$84M 5 2.33% Increased