← 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	MAMU Marathon Asset Management (UK) London, United Kingdom	$133M	-$14.6M	2	3.03%	Reduced
127	Alkeon Capital Management New York	$129M	-$3.99M	3	2.52%	Reduced
128	Prudential plc London, England, United Kingdom	$129M	-$121M	3	0.49%	Reduced
129	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$127M	-$12.8M	3	0.41%	Reduced
130	SFM Systematic Financial Management Teaneck, New Jersey	$126M	-$30.8M	3	1.08%	Reduced
131	State of Tennessee, Department of Treasury Nashville, Tennessee	$122M	-$33.8M	12	0.67%	Reduced
132	Bahl & Gaynor Cincinnati, Ohio	$121M	+$2.14M	4	1.63%	Increased
133	John W. Bristol & Co New York	$121M	-$10.9M	1	2.58%	Reduced
134	Pictet Asset Management (UK) London, United Kingdom	$115M	+$1.49M	6	0.47%	Increased
135	Ninety One (UK) London, United Kingdom	$112M	-$21M	1	0.64%	Reduced
136	EARNEST Partners Atlanta, Georgia	$111M	-$538K	2	0.97%	Reduced
137	BCM Brown Capital Management Baltimore, Maryland	$109M	-$6.18M	1	1.79%	Reduced
138	VFA Virtus Fund Advisers Hartford, Connecticut	$109M	+$26.1M	7	0.81%	Increased
139	Silvercrest Asset Management New York	$107M	-$31.1M	3	1.44%	Reduced
140	ACM Atlanta Capital Management Atlanta, Georgia	$104M	+$10.7M	2	0.71%	Increased
141	Federated Hermes Pittsburgh, Pennsylvania	$104M	+$7.07M	11	0.31%	Increased
142	SAM Sentinel Asset Management Montpelier, Vermont	$103M	-$4.5M	5	2.35%	Reduced
143	Raymond James & Associates St Petersburg, Florida	$102M	+$22.8M	11	0.39%	Increased
144	State of New Jersey Common Pension Fund D Trenton, New Jersey	$102M	-$32.3M	5	0.39%	Reduced
145	CC Cannell & Co New York	$99.8M	+$72.5M	1	2.83%	Increased
146	Barclays London, United Kingdom	$95.8M	-$32M	19	0.11%	Reduced
147	Evercore Trust Company New York	$93.7M	+$94.7M	1	0.34%	New
148	LSV Asset Management Chicago, Illinois	$92.6M	+$1.51M	2	0.19%	Increased
149	Congress Asset Management Boston, Massachusetts	$89.8M	-$26.3M	2	2.58%	Reduced
150	Comerica Bank Dallas, Texas	$89.7M	+$49.5M	14	0.39%	Increased