← 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
FC
Fairpointe Capital
Illinois
$86.6M +$79.5M 1 1.74% New
127
CCM
Cadian Capital Management
New York
$86.5M +$85.9M 1 2.65% New
128
Barclays
Barclays
United Kingdom
$84M +$85.8M 16 0.1% New
129
Manning & Napier Advisors
Manning & Napier Advisors
New York
$82.8M +$83.9M 3 0.44% New
130
MTB
Mizuho Trust & Banking
Japan
$82.5M +$83M 3 0.35% New
131
BlackRock Japan
BlackRock Japan
Japan
$82.4M +$83.1M 9 0.38% New
132
Putnam Investments
Putnam Investments
Massachusetts
$79.9M +$80.9M 5 0.23% New
133
Westfield Capital Management
Westfield Capital Management
Massachusetts
$79.4M +$80.2M 3 0.55% New
134
KeyBank National Association
KeyBank National Association
Ohio
$79.3M +$79.7M 6 0.29% New
135
Swiss National Bank
Swiss National Bank
Switzerland
$79.1M +$79.4M 15 0.35% New
136
Citigroup
Citigroup
New York
$78.6M +$77.6M 17 0.08% New
137
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$77.1M +$77M 1 1.65% New
138
Two Sigma Investments
Two Sigma Investments
New York
$77M +$77.3M 12 0.54% New
139
Aristotle Capital Management
Aristotle Capital Management
California
$75.7M +$77.6M 1 2.08% New
140
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$75.5M +$75.2M 4 0.31% New
141
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$75.1M +$74.5M 13 0.51% New
142
Snyder Capital Management
Snyder Capital Management
California
$74.1M +$73.9M 2 3.96% New
143
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$73.6M +$70.6M 4 1.87% New
144
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$72.5M +$72.2M 7 0.19% New
145
Janus Henderson Group
Janus Henderson Group
$72.4M +$73.3M 3 0.85% New
146
SG Americas Securities
SG Americas Securities
New York
$70.6M +$71.7M 9 0.35% New
147
First Trust Advisors
First Trust Advisors
Illinois
$69.9M +$69.1M 12 0.45% New
148
Fidelity International
Fidelity International
Bermuda
$69.9M +$70.7M 4 0.4% New
149
USS Investment Management
USS Investment Management
United Kingdom
$69.2M +$70.9M 1 1.48% New
150
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$67.1M +$68.9M 1 2.78% New