← 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
Congress Asset Management
Congress Asset Management
Massachusetts
$77.5M -$5.66M 2 1.97% Reduced
152
Perkins Investment Management
Perkins Investment Management
Illinois
$77.5M -$34.9M 1 0.63% Reduced
153
AIG
American International Group
New York
$75.8M -$59.4K 17 0.33% Reduced
154
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.1M +$5.87M 9 0.42% Increased
155
Two Sigma Advisers
Two Sigma Advisers
New York
$73.6M +$19.4M 13 0.58% Increased
156
Aviva
Aviva
United Kingdom
$73.3M -$1.24M 3 0.56% Reduced
157
Glenmede Trust
Glenmede Trust
Pennsylvania
$71.6M +$6.85M 9 0.64% Increased
158
Putnam Investments
Putnam Investments
Massachusetts
$70.8M +$910K 7 0.15% Increased
159
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$68.7M +$2.64M 3 2.11% Increased
160
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$65.9M -$9.06M 6 0.37% Reduced
161
Regions Financial Corp
Regions Financial Corp
Alabama
$65.6M +$999K 6 0.8% Increased
162
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$65.4M -$2.15M 4 0.51% Reduced
163
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$64.5M -$2.26M 13 0.45% Reduced
164
CC
Carlson Capital
Texas
$64M -$25.6M 3 0.7% Reduced
165
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$62.9M -$31.2M 2 0.25% Reduced
166
Gabelli Funds
Gabelli Funds
New York
$62.5M -$35.6K 2 0.31% Reduced
167
US Bancorp
US Bancorp
Minnesota
$62.2M -$855K 14 0.25% Reduced
168
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$62.2M +$6.77M 14 0.51% Increased
169
NAM
NorthCoast Asset Management
Connecticut
$61M +$57.3M 2 3.54% Increased
170
Fisher Asset Management
Fisher Asset Management
Washington
$60.5M -$1.61M 1 0.13% Reduced
171
Baird
Baird
Wisconsin
$60.3M +$6.01M 5 0.85% Increased
172
BlackRock Advisors
BlackRock Advisors
Delaware
$59.9M +$18.4M 16 0.06% Increased
173
Calamos Advisors
Calamos Advisors
Illinois
$59.7M +$46.8M 5 0.38% Increased
174
VanEck Associates
VanEck Associates
New York
$59.2M +$788K 6 0.27% Increased
175
Palisade Capital Management
Palisade Capital Management
New Jersey
$58.8M +$27.9M 4 1.42% Increased