← 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
Pzena Investment Management
Pzena Investment Management
New York
$148M -$39.9M 2 0.81% Reduced
127
Axa
Axa
France
$147M -$8.61M 10 0.67% Reduced
128
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$146M -$15.1M 4 0.6% Reduced
129
Prudential plc
Prudential plc
United Kingdom
$142M +$104M 5 0.47% Increased
130
Congress Asset Management
Congress Asset Management
Massachusetts
$142M +$2.65M 4 2.54% Increased
131
MAMU
Marathon Asset Management (UK)
United Kingdom
$139M -$4.28M 2 2.41% Reduced
132
ACM
Argent Capital Management
Missouri
$139M -$8.16M 5 5.54% Reduced
133
Artisan Partners
Artisan Partners
Wisconsin
$137M -$4.21M 1 0.26% Reduced
134
STRS Ohio
STRS Ohio
Ohio
$128M -$2.44M 14 0.57% Reduced
135
CBT
Capital Bank & Trust
California
$128M +$132M 4 1.67% New
136
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$127M -$17.2M 4 1.52% Reduced
137
SM
Senvest Management
New York
$127M -$14.6M 2 9.98% Reduced
138
Marshall Wace North America
Marshall Wace North America
New York
$126M +$6.49M 10 0.92% Increased
139
Barclays
Barclays
United Kingdom
$125M -$1.03M 18 0.13% Reduced
140
Capital Guardian Trust
Capital Guardian Trust
California
$120M -$144M 3 2.19% Reduced
141
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$119M -$56.2M 14 0.49% Reduced
142
Wasatch Advisors
Wasatch Advisors
Utah
$119M -$7.65M 3 1.65% Reduced
143
SEI Investments
SEI Investments
Pennsylvania
$117M -$3.35M 16 0.47% Reduced
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$117M -$7.95M 13 0.64% Reduced
145
Acadian Asset Management
Acadian Asset Management
Massachusetts
$113M -$1.73M 7 0.51% Reduced
146
Chevy Chase Trust
Chevy Chase Trust
Maryland
$113M -$92.9K 4 0.54% Reduced
147
Aviva
Aviva
United Kingdom
$113M +$5.29M 4 0.63% Increased
148
Citigroup
Citigroup
New York
$107M -$21.1M 18 0.1% Reduced
149
EARNEST Partners
EARNEST Partners
Georgia
$107M +$916K 2 1.12% Increased
150
National Pension Service
National Pension Service
South Korea
$106M +$11.2M 4 0.63% Increased