← 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
126
ProShare Advisors
ProShare Advisors
Maryland
$709M -$194M 17 1.03% Reduced
127
Robeco Schweiz
Robeco Schweiz
Switzerland
$694M +$63.8M 6 11.13% Increased
128
Corient Private Wealth
Corient Private Wealth
Florida
$681M +$89.1M 17 0.94% Increased
129
Jones Financial Companies
Jones Financial Companies
Missouri
$680M +$9.49M 23 0.27% Increased
130
National Bank of Canada
National Bank of Canada
Quebec, Canada
$670M +$12.2M 13 0.48% Increased
131
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$667M -$32.6M 17 1.02% Reduced
132
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$666M +$157M 7 1.81% Increased
133
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$663M -$10M 15 0.66% Reduced
134
LSV Asset Management
LSV Asset Management
Illinois
$656M +$28.8M 4 1.19% Increased
135
Adage Capital Partners
Adage Capital Partners
Massachusetts
$655M -$25.6M 8 0.92% Reduced
136
Prudential Financial
Prudential Financial
New Jersey
$651M +$73.3M 19 0.71% Increased
137
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$648M -$77.1M 14 0.79% Reduced
138
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$642M +$247M 6 2.79% Increased
139
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$642M +$103M 21 0.32% Increased
140
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$638M -$26.7M 13 1.65% Reduced
141
First Pacific Advisors
First Pacific Advisors
California
$635M -$49.3M 1 7.85% Reduced
142
Truist Financial
Truist Financial
North Carolina
$635M +$25.9M 17 0.76% Increased
143
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$634M +$109M 5 3.08% Increased
144
William Blair Investment Management
William Blair Investment Management
Illinois
$615M +$115M 6 1.85% Increased
145
Markel Group
Markel Group
Virginia
$613M -$9.33M 2 4.67% Reduced
146
SA
Situational Awareness
California
$605M +$485M 2 2.99% New
147
Winslow Capital Management
Winslow Capital Management
Minnesota
$591M +$26.8M 2 2.03% Increased
148
Royal London Asset Management
Royal London Asset Management
United Kingdom
$590M +$26.9M 5 1.09% Increased
149
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$583M +$14.2M 19 0.97% Increased
150
Brown Advisory
Brown Advisory
Maryland
$583M -$365M 8 0.9% Reduced