← 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	PGGM Investments Zeist, Netherlands	$98.2M	+$54.4M	3	0.5%	Increased
127	LSV Asset Management Chicago, Illinois	$96.8M	+$3.65M	3	0.2%	Increased
128	Canada Life Winnipeg, Manitoba, Canada	$95.4M	+$33.9M	15	0.29%	Increased
129	SM Senvest Management New York	$94.7M	-$1.91M	2	7.76%	Reduced
130	ACM Argent Capital Management St Louis, Missouri	$94.7M	-$3.54M	5	4.24%	Reduced
131	HSBC Holdings London, United Kingdom	$94.7M	+$13M	8	0.26%	Increased
132	RCM Roystone Capital Management New York	$93.6M	-$7.46M	2	5.9%	Reduced
133	TD Asset Management Toronto, Ontario, Canada	$93.4M	-$70.4M	7	0.17%	Reduced
134	Westwood Holdings Group Dallas, Texas	$93.2M	-$5.5M	2	0.83%	Reduced
135	John W. Bristol & Co New York	$91.7M	-$23.3M	1	2.59%	Reduced
136	AMF Tjänstepension Stockholm, Sweden	$91.1M	+$16.5M	1	1.17%	Increased
137	Aviva London, United Kingdom	$89.9M	+$5.51M	4	0.62%	Increased
138	Bahl & Gaynor Cincinnati, Ohio	$89.5M	+$8.06M	5	1.16%	Increased
139	USS Investment Management London, United Kingdom	$88.5M	+$273K	1	1.54%	Increased
140	Two Sigma Investments New York	$88.4M	+$15.8M	13	0.38%	Increased
141	EARNEST Partners Atlanta, Georgia	$88.1M	-$1.1M	2	0.96%	Reduced
142	ACM Atlanta Capital Management Atlanta, Georgia	$87.7M	-$10.2M	2	0.59%	Reduced
143	Aberdeen Asset Management Aberdeen, United Kingdom	$86.5M	+$1.2M	4	0.32%	Increased
144	Nordea Investment Management Stockholm, Sweden	$85.9M	+$49.1M	7	0.24%	Increased
145	Chevy Chase Trust Bethesda, Maryland	$85.3M	+$721K	4	0.48%	Increased
146	SFM Systematic Financial Management Teaneck, New Jersey	$83.5M	-$13.8M	5	1.14%	Reduced
147	Gateway Investment Advisers Cincinnati, Ohio	$81.9M	-$3.07M	4	0.7%	Reduced
148	Axa Paris, France	$80.9M	+$5.43M	7	0.36%	Increased
149	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$79.8M	+$1.15M	11	0.52%	Increased
150	Whale Rock Capital Management Boston, Massachusetts	$79.1M	+$9.17M	3	6.57%	Increased