← 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
William Blair Investment Management
William Blair Investment Management
Illinois
$269M +$24.1M 3 1.05% Increased
102
Glenmede Trust
Glenmede Trust
Pennsylvania
$267M -$13.6M 15 1.11% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$260M -$8.31M 15 0.69% Reduced
104
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$259M -$17.5M 9 0.71% Reduced
105
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$252M +$38.6M 6 1.3% Increased
106
Barclays
Barclays
United Kingdom
$250M +$90M 19 0.2% Increased
107
Adage Capital Partners
Adage Capital Partners
Massachusetts
$242M -$9.13M 5 0.55% Reduced
108
AL
AJO LP
Pennsylvania
$241M +$175M 6 1.04% Increased
109
Alkeon Capital Management
Alkeon Capital Management
New York
$236M +$11.3M 1 1.39% Increased
110
Aberdeen Group
Aberdeen Group
United Kingdom
$233M +$666K 4 0.45% Increased
111
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$230M +$7.1M 1 0.29% Increased
112
Nordea Investment Management
Nordea Investment Management
Sweden
$226M +$7.38M 9 0.53% Increased
113
Russell Investments Group
Russell Investments Group
United Kingdom
$225M -$38.5M 18 0.38% Reduced
114
Fisher Asset Management
Fisher Asset Management
Washington
$222M -$6.3M 6 0.29% Reduced
115
VFA
Virtus Fund Advisers
Connecticut
$220M +$22.7M 5 2.16% Increased
116
Royce & Associates
Royce & Associates
New York
$219M -$14.3M 9 1.46% Reduced
117
Raymond James & Associates
Raymond James & Associates
Florida
$217M -$11.4M 15 0.4% Reduced
118
Silvercrest Asset Management
Silvercrest Asset Management
New York
$215M -$2.72M 4 2% Reduced
119
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$215M +$31.4M 12 0.96% Increased
120
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$205M -$23.1M 6 0.98% Reduced
121
TD Asset Management
TD Asset Management
Ontario, Canada
$205M -$26.4M 7 0.3% Reduced
122
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$194M -$144M 6 0.47% Reduced
123
Axa
Axa
France
$191M +$6.71M 9 0.75% Increased
124
Findlay Park Partners
Findlay Park Partners
United Kingdom
$190M -$25.9M 1 1.81% Reduced
125
MAMU
Marathon Asset Management (UK)
United Kingdom
$189M -$826K 2 2.91% Reduced