← 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
151	CM CS McKee Pittsburgh, Pennsylvania	$66.7M	+$66.3M	2	1.14%	New
152	AQR Capital Management Greenwich, Connecticut	$63.7M	+$63M	9	0.23%	New
153	UBS Zurich, Switzerland	$63.4M	+$62.9M	18	0.08%	New
154	Bahl & Gaynor Cincinnati, Ohio	$63.4M	+$63.3M	2	1.2%	New
155	AIG American International Group New York	$63.2M	+$62.1M	16	0.38%	New
156	Aviva London, United Kingdom	$62.3M	+$63.8M	4	0.63%	New
157	TI Turner Investments Berwyn, Pennsylvania	$61.9M	+$60.3M	5	0.83%	New
158	CCM Century Capital Management Boston, Massachusetts	$61.1M	+$57.2M	3	2.4%	New
159	GE General Electric Evendale, Ohio	$60.9M	+$61M	2	0.32%	New
160	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$59.2M	+$60.7M	1	1.06%	New
161	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$59.1M	+$59.1M	1	2.91%	New
162	Marsico Capital Management Denver, Colorado	$58.3M	+$59.8M	1	0.37%	New
163	Fisher Asset Management Camas, Washington	$58.3M	+$57.3M	1	0.15%	New
164	Silvercrest Asset Management New York	$57.1M	+$57.2M	4	1.2%	New
165	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$55.8M	+$57.3M	1	0.34%	New
166	SCM Snow Capital Management Sewickley, Pennsylvania	$54.9M	+$56.1M	2	2.54%	New
167	MLICM Metropolitan Life Insurance Company (MetLife) New York	$53.6M	+$53.7M	12	0.43%	New
168	Gateway Investment Advisers Cincinnati, Ohio	$52.8M	+$53.5M	4	0.46%	New
169	Pictet Asset Management (UK) London, United Kingdom	$52.8M	+$53.2M	5	0.3%	New
170	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$52.5M	+$53.6M	8	0.3%	New
171	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$51.9M	+$51.6M	5	0.15%	New
172	Commerzbank Aktiengesellschaft Frankfurt, Germany	$51M	+$51.2M	6	0.22%	New
173	US Bancorp Minneapolis, Minnesota	$50.7M	+$51.6M	13	0.23%	New
174	British Columbia Investment Management Victoria, British Columbia, Canada	$50.4M	+$51.1M	3	0.42%	New
175	Retirement Systems of Alabama Montgomery, Alabama	$50.2M	+$49.9M	6	0.34%	New