← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$208M -$779K 4 2.23% Reduced
102
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$208M +$34M 6 1.01% Increased
103
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$207M -$10.9M 13 0.99% Reduced
104
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$199M -$11.7M 3 0.65% Reduced
105
Adage Capital Partners
Adage Capital Partners
Massachusetts
$198M -$966K 6 0.48% Reduced
106
Russell Investments Group
Russell Investments Group
United Kingdom
$193M -$5.49M 16 0.34% Reduced
107
Fisher Asset Management
Fisher Asset Management
Washington
$192M +$36.5M 5 0.29% Increased
108
Glenmede Trust
Glenmede Trust
Pennsylvania
$187M $0 12 0.89% Maintained
109
SSM
Sound Shore Management
Connecticut
$185M +$24.6M 1 3.03% Increased
110
Royce & Associates
Royce & Associates
New York
$184M -$12.5M 7 1.22% Reduced
111
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$183M +$13.6M 4 0.61% Increased
112
Raymond James & Associates
Raymond James & Associates
Florida
$179M -$17M 14 0.39% Reduced
113
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$177M +$140M 6 1.43% Increased
114
TD Asset Management
TD Asset Management
Ontario, Canada
$170M +$8.21M 7 0.27% Increased
115
Pinnacle Associates
Pinnacle Associates
New York
$168M -$7.56M 5 3.24% Reduced
116
Winslow Capital Management
Winslow Capital Management
Minnesota
$168M -$35.1M 1 0.9% Reduced
117
HSBC Holdings
HSBC Holdings
United Kingdom
$167M +$18M 10 0.31% Increased
118
NFA
Nationwide Fund Advisors
Ohio
$165M -$12.4M 17 0.66% Reduced
119
Findlay Park Partners
Findlay Park Partners
United Kingdom
$161M $0 1 1.64% Maintained
120
Nordea Investment Management
Nordea Investment Management
Sweden
$160M +$45.1M 9 0.4% Increased
121
VFA
Virtus Fund Advisers
Connecticut
$159M +$19.9M 4 1.57% Increased
122
Millennium Management
Millennium Management
New York
$158M -$131M 11 0.28% Reduced
123
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$157M +$37.5M 5 1.01% Increased
124
FC
Fairpointe Capital
Illinois
$150M +$11.8M 1 2.98% Increased
125
Canada Life
Canada Life
Manitoba, Canada
$149M +$33.6M 15 0.4% Increased