← 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
Fisher Asset Management
Fisher Asset Management
Washington
$263M +$6.82M 5 0.34% Increased
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$262M +$787K 9 0.75% Increased
103
Glenmede Trust
Glenmede Trust
Pennsylvania
$249M -$10.1M 10 1.1% Reduced
104
Alyeska Investment Group
Alyeska Investment Group
Illinois
$246M +$42.4M 4 2.2% Increased
105
Bessemer Group
Bessemer Group
New Jersey
$245M -$37.5M 9 0.95% Reduced
106
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$237M +$6.84M 7 1.08% Increased
107
Barclays
Barclays
United Kingdom
$228M -$81.5M 19 0.2% Reduced
108
Royce & Associates
Royce & Associates
New York
$225M -$5.79M 9 1.56% Reduced
109
Silvercrest Asset Management
Silvercrest Asset Management
New York
$219M +$44.2M 5 2.05% Increased
110
Victory Capital Management
Victory Capital Management
Texas
$219M -$109M 15 0.46% Reduced
111
Citadel Advisors
Citadel Advisors
Florida
$216M -$368M 19 0.11% Reduced
112
Panagora Asset Management
Panagora Asset Management
Massachusetts
$215M -$21.7M 11 0.85% Reduced
113
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$214M -$50.3M 7 0.62% Reduced
114
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$213M +$18.9M 1 1.78% Increased
115
Raymond James & Associates
Raymond James & Associates
Florida
$212M -$4.03M 13 0.36% Reduced
116
Aberdeen Group
Aberdeen Group
United Kingdom
$207M -$11.1M 5 0.4% Reduced
117
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$203M -$4.56M 5 0.88% Reduced
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
$201M -$33.6M 17 0.26% Reduced
119
VanEck Associates
VanEck Associates
New York
$201M +$1.95M 8 0.94% Increased
120
CAM
Contour Asset Management
New York
$200M -$4.4M 1 8.28% Reduced
121
Axa
Axa
France
$200M -$6.61M 10 0.77% Reduced
122
Stifel Financial
Stifel Financial
Missouri
$194M +$7.53M 11 0.6% Increased
123
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$192M -$2.83M 5 0.72% Reduced
124
MAMU
Marathon Asset Management (UK)
United Kingdom
$189M +$144K 2 2.83% Increased
125
HSBC Holdings
HSBC Holdings
United Kingdom
$186M -$29.9M 9 0.33% Reduced