← 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M +$5.76M 18 0.26% Increased
102
BlackRock Advisors
BlackRock Advisors
Delaware
$182M +$28.5M 16 0.18% Increased
103
Panagora Asset Management
Panagora Asset Management
Massachusetts
$181M +$8.17M 13 0.83% Increased
104
BlackRock Japan
BlackRock Japan
Japan
$179M -$4.54M 9 0.59% Reduced
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$179M -$48.9M 10 0.77% Reduced
106
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$177M -$1.25M 4 0.76% Reduced
107
Silvercrest Asset Management
Silvercrest Asset Management
New York
$176M +$10.6M 4 1.97% Increased
108
VFA
Virtus Fund Advisers
Connecticut
$173M +$28.4M 4 1.47% Increased
109
Raymond James & Associates
Raymond James & Associates
Florida
$163M +$25.5M 13 0.42% Increased
110
Russell Investments Group
Russell Investments Group
United Kingdom
$160M +$153M 17 0.31% New
111
Bahl & Gaynor
Bahl & Gaynor
Ohio
$159M +$11.7M 5 1.94% Increased
112
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$159M +$18.8M 2 0.64% Increased
113
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$158M -$31M 12 0.84% Reduced
114
William Blair Investment Management
William Blair Investment Management
Illinois
$155M -$7.86M 2 0.62% Reduced
115
SM
Senvest Management
New York
$154M $0 2 10.99% Maintained
116
SSM
Sound Shore Management
Connecticut
$154M -$121M 1 2.64% Reduced
117
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$153M -$5.11M 13 0.68% Reduced
118
Putnam Investments
Putnam Investments
Massachusetts
$153M -$7.43M 11 0.37% Reduced
119
Findlay Park Partners
Findlay Park Partners
United Kingdom
$152M +$14.3M 1 1.86% Increased
120
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$152M +$68.4M 5 0.85% Increased
121
NFA
Nationwide Fund Advisors
Ohio
$149M +$6.86M 17 0.62% Increased
122
Fisher Asset Management
Fisher Asset Management
Washington
$147M +$566K 4 0.26% Increased
123
MAMU
Marathon Asset Management (UK)
United Kingdom
$147M -$4.49M 2 3.17% Reduced
124
Glenmede Trust
Glenmede Trust
Pennsylvania
$146M -$11.1M 10 0.79% Reduced
125
FC
Fairpointe Capital
Illinois
$145M +$7.19M 1 2.94% Increased