← 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
Asset Management One
Asset Management One
Japan
$248M +$2.97M 8 0.58% Increased
102
Russell Investments Group
Russell Investments Group
United Kingdom
$247M +$32.8M 18 0.42% Increased
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$246M +$722K 15 0.67% Increased
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$228M +$3.49M 6 0.55% Increased
105
Silvercrest Asset Management
Silvercrest Asset Management
New York
$222M +$18.7M 4 2.21% Increased
106
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$220M -$3.49M 6 1.05% Reduced
107
Fisher Asset Management
Fisher Asset Management
Washington
$218M +$2.3M 6 0.31% Increased
108
Alkeon Capital Management
Alkeon Capital Management
New York
$218M -$13.4M 1 1.56% Reduced
109
William Blair Investment Management
William Blair Investment Management
Illinois
$216M -$285K 2 0.77% Reduced
110
Royce & Associates
Royce & Associates
New York
$213M +$12.8M 9 1.41% Increased
111
Aberdeen Group
Aberdeen Group
United Kingdom
$211M +$199M 4 0.38% New
112
Raymond James & Associates
Raymond James & Associates
Florida
$207M +$6.23M 15 0.41% Increased
113
TD Asset Management
TD Asset Management
Ontario, Canada
$206M +$10.8M 7 0.31% Increased
114
HSBC Holdings
HSBC Holdings
United Kingdom
$200M +$8.21M 10 0.32% Increased
115
Nordea Investment Management
Nordea Investment Management
Sweden
$192M +$7.25M 9 0.46% Increased
116
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$191M +$81.2M 1 0.26% Increased
117
Findlay Park Partners
Findlay Park Partners
United Kingdom
$187M $0 1 1.85% Maintained
118
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$184M +$3.25M 6 1.15% Increased
119
VFA
Virtus Fund Advisers
Connecticut
$183M +$6.34M 5 1.87% Increased
120
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$182M -$42M 13 0.92% Reduced
121
Pinnacle Associates
Pinnacle Associates
New York
$178M -$4.56M 6 3.27% Reduced
122
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$176M +$79M 8 0.36% Increased
123
SM
Senvest Management
New York
$175M +$9.34M 2 11.53% Increased
124
NFA
Nationwide Fund Advisors
Ohio
$172M -$10.5M 16 0.68% Reduced
125
SSM
Sound Shore Management
Connecticut
$172M -$31.4M 1 2.8% Reduced