← 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	ACM Atlanta Capital Management Atlanta, Georgia	$103M	-$5.23M	2	0.7%	Reduced
127	MTB Mizuho Trust & Banking Tokyo, Japan	$102M	-$1.72M	3	0.37%	Reduced
128	Eaton Vance Management Boston, Massachusetts	$101M	-$14.1M	4	0.3%	Reduced
129	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$100M	+$34.6M	6	0.35%	Increased
130	Swiss National Bank Zurich, Switzerland	$99.2M	-$62.4K	15	0.37%	Reduced
131	Snyder Capital Management San Francisco, California	$98M	+$6.65M	2	4.54%	Increased
132	Victory Capital Management San Antonio, Texas	$95.8M	-$37.8M	2	0.65%	Reduced
133	USS Investment Management London, United Kingdom	$94.8M	$0	1	1.63%	Maintained
134	Pictet Asset Management (UK) London, United Kingdom	$92M	+$3.93M	5	0.44%	Increased
135	Barclays London, United Kingdom	$91.8M	-$4.49M	18	0.1%	Reduced
136	VFA Virtus Fund Advisers Hartford, Connecticut	$89.9M	+$87.7M	14	0.63%	New
137	Winton Group London, United Kingdom	$89.1M	+$85.7M	3	0.61%	New
138	Gotham Asset Management New York	$88.7M	+$14.1M	7	1.11%	Increased
139	AWM Ashmore Wealth Management Wilmington, Delaware	$88.4M	-$7M	1	1.71%	Reduced
140	Bahl & Gaynor Cincinnati, Ohio	$87.6M	+$3.01M	3	1.33%	Increased
141	American Century Companies Kansas City, Missouri	$87.5M	-$29.5M	8	0.1%	Reduced
142	State of New Jersey Common Pension Fund D Trenton, New Jersey	$86.4M	+$84.4M	5	0.34%	New
143	TAM Tiverton Asset Management Wilimington, Delaware	$84.8M	-$36.6M	3	1.9%	Reduced
144	Acadian Asset Management Boston, Massachusetts	$84.2M	+$23M	5	0.41%	Increased
145	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$83.1M	$0	1	3.44%	Maintained
146	Crawford Investment Counsel Atlanta, Georgia	$83.1M	-$4.18M	1	2.94%	Reduced
147	EARNEST Partners Atlanta, Georgia	$82.3M	-$1.27M	1	0.66%	Reduced
148	BlackRock Japan Tokyo, Japan	$78.7M	-$6.52M	8	0.36%	Reduced
149	Anchor Capital Advisors Boston, Massachusetts	$78.5M	-$1.55M	1	1.51%	Reduced
150	SG Americas Securities New York	$78.1M	-$54.4M	10	0.45%	Reduced