← 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
Prudential plc
Prudential plc
United Kingdom
$187M +$22.2M 6 0.57% Increased
127
Capital Guardian Trust
Capital Guardian Trust
California
$180M +$9.25M 3 2.55% Increased
128
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$180M +$79.7M 1 1.46% Increased
129
FC
Fairpointe Capital
Illinois
$179M -$37.8M 1 3.37% Reduced
130
VanEck Associates
VanEck Associates
New York
$179M +$33M 7 0.88% Increased
131
Artisan Partners
Artisan Partners
Wisconsin
$173M +$5.83M 2 0.33% Increased
132
Stifel Financial
Stifel Financial
Missouri
$172M +$9.5M 10 0.55% Increased
133
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$170M +$27.6M 4 0.64% Increased
134
Congress Asset Management
Congress Asset Management
Massachusetts
$168M -$662K 4 2.44% Reduced
135
Canada Life
Canada Life
Manitoba, Canada
$163M -$3.93M 15 0.38% Reduced
136
Alyeska Investment Group
Alyeska Investment Group
Illinois
$160M -$175M 2 1.27% Reduced
137
Fidelity International
Fidelity International
Bermuda
$158M +$7.19M 5 0.44% Increased
138
STRS Ohio
STRS Ohio
Ohio
$156M +$2.82M 13 0.67% Increased
139
Pinnacle Associates
Pinnacle Associates
New York
$155M -$15.3M 6 2.97% Reduced
140
SM
Senvest Management
New York
$154M -$35.7M 2 10.84% Reduced
141
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$152M +$12.5M 4 1.76% Increased
142
Gotham Asset Management
Gotham Asset Management
New York
$151M +$39.9M 6 2.19% Increased
143
1832 Asset Management
1832 Asset Management
Ontario, Canada
$147M +$27.2M 3 0.48% Increased
144
Westwood Holdings Group
Westwood Holdings Group
Texas
$147M -$2.47M 2 1.1% Reduced
145
Sterling Capital Management
Sterling Capital Management
North Carolina
$144M +$76.9M 9 1.3% Increased
146
National Pension Service
National Pension Service
South Korea
$142M +$4.74M 4 0.71% Increased
147
Chevy Chase Trust
Chevy Chase Trust
Maryland
$141M -$1.24M 4 0.61% Reduced
148
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$141M +$509K 1 1.28% Increased
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$137M +$101K 12 0.67% Increased
150
Acadian Asset Management
Acadian Asset Management
Massachusetts
$137M -$1.57M 7 0.59% Reduced