← 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
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$141M +$20.9M 4 0.54% Increased
127
Pinnacle Associates
Pinnacle Associates
New York
$140M -$7.3M 4 2.82% Reduced
128
Two Sigma Investments
Two Sigma Investments
New York
$138M +$15.4M 11 0.53% Increased
129
Wasatch Advisors
Wasatch Advisors
Utah
$136M -$2.21M 3 2.06% Reduced
130
Artisan Partners
Artisan Partners
Wisconsin
$134M -$5.84M 1 0.28% Reduced
131
TD Asset Management
TD Asset Management
Ontario, Canada
$134M -$29M 8 0.23% Reduced
132
Alkeon Capital Management
Alkeon Capital Management
New York
$132M +$34.4M 2 2.61% Increased
133
LSV Asset Management
LSV Asset Management
Illinois
$130M +$1.3M 4 0.24% Increased
134
Marshall Wace
Marshall Wace
United Kingdom
$128M +$88.4M 3 0.84% Increased
135
ACM
Argent Capital Management
Missouri
$124M +$536K 5 5.06% Increased
136
Gotham Asset Management
Gotham Asset Management
New York
$123M +$21.4M 8 1.58% Increased
137
American Century Companies
American Century Companies
Missouri
$123M +$60.3M 11 0.13% Increased
138
HSBC Holdings
HSBC Holdings
United Kingdom
$122M -$32.9M 14 0.29% Reduced
139
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$122M +$7.59M 13 0.68% Increased
140
Axa
Axa
France
$121M +$11.3M 10 0.57% Increased
141
Westfield Capital Management
Westfield Capital Management
Massachusetts
$121M -$31M 3 1.06% Reduced
142
Congress Asset Management
Congress Asset Management
Massachusetts
$119M +$3.26M 4 2.5% Increased
143
Nordea Investment Management
Nordea Investment Management
Sweden
$115M +$5.63M 8 0.3% Increased
144
PGGM Investments
PGGM Investments
Netherlands
$115M -$2.27M 3 0.59% Reduced
145
Alyeska Investment Group
Alyeska Investment Group
Illinois
$114M +$111M 2 0.95% New
146
SAM
Sentinel Asset Management
Vermont
$113M -$7.43M 4 2.82% Reduced
147
Credit Agricole
Credit Agricole
France
$112M -$38.4M 9 0.36% Reduced
148
Canada Life
Canada Life
Manitoba, Canada
$105M -$8.95M 15 0.3% Reduced
149
Two Sigma Advisers
Two Sigma Advisers
New York
$105M +$6.83M 13 0.4% Increased
150
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$102M +$33.8M 9 0.74% Increased