← 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)
United Kingdom
$170M +$9.87M 2 2.79% Increased
127
Winslow Capital Management
Winslow Capital Management
Minnesota
$167M -$11.6M 1 0.9% Reduced
128
FC
Fairpointe Capital
Illinois
$167M -$3.96M 1 3.3% Reduced
129
Prudential plc
Prudential plc
United Kingdom
$167M +$11.4M 6 0.53% Increased
130
Congress Asset Management
Congress Asset Management
Massachusetts
$162M +$6.45M 4 2.51% Increased
131
Two Sigma Advisers
Two Sigma Advisers
New York
$161M +$39.2M 12 0.46% Increased
132
Axa
Axa
France
$160M -$6.31M 10 0.69% Reduced
133
Artisan Partners
Artisan Partners
Wisconsin
$158M +$4.81M 2 0.29% Increased
134
Canada Life
Canada Life
Manitoba, Canada
$155M -$9.9M 15 0.39% Reduced
135
Capital Guardian Trust
Capital Guardian Trust
California
$152M -$14.4K 3 2.65% Reduced
136
Barclays
Barclays
United Kingdom
$150M +$15.3M 18 0.15% Increased
137
Stifel Financial
Stifel Financial
Missouri
$150M +$32.3M 10 0.52% Increased
138
STRS Ohio
STRS Ohio
Ohio
$144M -$962K 13 0.62% Reduced
139
CBT
Capital Bank & Trust
California
$143M -$3.24M 4 1.82% Reduced
140
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$143M +$43.6M 16 0.35% Increased
141
Marshall Wace North America
Marshall Wace North America
New York
$142M -$1.89M 10 0.9% Reduced
142
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$140M -$14.5M 4 0.56% Reduced
143
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$139M +$17.4M 6 2.16% Increased
144
VanEck Associates
VanEck Associates
New York
$138M +$43.4M 7 0.71% Increased
145
PGGM Investments
PGGM Investments
Netherlands
$136M +$16.7M 3 0.67% Increased
146
Wasatch Advisors
Wasatch Advisors
Utah
$133M -$1.47M 3 1.8% Reduced
147
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$133M +$2.89M 15 0.47% Increased
148
Los Angeles Capital Management
Los Angeles Capital Management
California
$132M +$31.8M 10 0.76% Increased
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$130M +$1.04M 4 0.59% Increased
150
Aviva
Aviva
United Kingdom
$129M +$460K 4 0.7% Increased