← 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	VFA Virtus Fund Advisers Hartford, Connecticut	$133M	-$43.6M	3	1.18%	Reduced
127	Findlay Park Partners London, United Kingdom	$133M	$0	1	1.54%	Maintained
128	Wasatch Advisors Salt Lake City, Utah	$131M	+$9.12M	3	1.96%	Increased
129	Raymond James & Associates St Petersburg, Florida	$131M	+$14.9M	13	0.36%	Increased
130	Hotchkis & Wiley Capital Management Los Angeles, California	$128M	-$45.3M	2	0.53%	Reduced
131	Artisan Partners Milwaukee, Wisconsin	$125M	-$9.65M	1	0.25%	Reduced
132	SM Senvest Management New York	$123M	+$6.95M	2	8.79%	Increased
133	ACM Argent Capital Management St Louis, Missouri	$122M	-$254K	5	5.23%	Reduced
134	Aberdeen Asset Management Aberdeen, United Kingdom	$116M	+$17.7M	4	0.41%	Increased
135	SAM Sentinel Asset Management Montpelier, Vermont	$113M	-$6.37M	4	2.69%	Reduced
136	LSV Asset Management Chicago, Illinois	$113M	+$1.29M	4	0.22%	Increased
137	PGGM Investments Zeist, Netherlands	$112M	-$994K	3	0.56%	Reduced
138	Canada Life Winnipeg, Manitoba, Canada	$109M	-$910K	15	0.32%	Reduced
139	Two Sigma Investments New York	$109M	+$7.79M	10	0.39%	Increased
140	Congress Asset Management Boston, Massachusetts	$108M	+$39.2M	4	2.38%	Increased
141	PIM Platinum Investment Management Sydney Australia 2000, Australia	$107M	+$18M	2	2.51%	Increased
142	Nordea Investment Management Stockholm, Sweden	$105M	+$8.19M	8	0.27%	Increased
143	Axa Paris, France	$105M	+$11.5M	9	0.46%	Increased
144	EARNEST Partners Atlanta, Georgia	$100M	-$5.17M	2	1.05%	Reduced
145	John W. Bristol & Co New York	$99.4M	-$3.19M	1	2.73%	Reduced
146	USS Investment Management London, United Kingdom	$99.1M	$0	1	1.52%	Maintained
147	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$97.6M	+$5.53M	13	0.6%	Increased
148	Aviva London, United Kingdom	$97.4M	-$3.53M	4	0.61%	Reduced
149	SEI Investments Oaks, Pennsylvania	$95.8M	+$65.9M	16	0.49%	Increased
150	Gotham Asset Management New York	$94.8M	-$26.9M	7	1.23%	Reduced