← 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
Aviva
Aviva
United Kingdom
$76.7M +$4.39M 4 0.61% Increased
152
AIG
American International Group
New York
$76.5M +$230K 17 0.34% Increased
153
AWM
Ashmore Wealth Management
Delaware
$76.3M -$12M 1 1.53% Reduced
154
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$76.1M $0 1 3.03% Maintained
155
Baird
Baird
Wisconsin
$72.4M +$1.19M 4 1.02% Increased
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$72.3M -$3.84M 9 0.43% Reduced
157
Credit Agricole
Credit Agricole
France
$71.6M +$27.1M 6 0.31% Increased
158
Perkins Investment Management
Perkins Investment Management
Illinois
$70M -$959K 1 0.64% Reduced
159
BlackRock Advisors
BlackRock Advisors
Delaware
$70M +$4.31M 16 0.07% Increased
160
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$68.7M +$19.8M 3 0.72% Increased
161
Renaissance Group
Renaissance Group
Kentucky
$68.7M -$2.39M 2 2.71% Reduced
162
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$68.5M +$1.76M 3 2.07% Increased
163
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$66.6M -$5.4M 1 1.38% Reduced
164
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$66.2M -$37.7M 1 1.62% Reduced
165
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$64.9M +$345K 3 0.51% Increased
166
LMR Partners
LMR Partners
United Kingdom
$63.9M +$20.4M 2 5.09% Increased
167
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$63.7M -$2.33M 6 0.36% Reduced
168
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$63.5M -$1.94M 2 0.29% Reduced
169
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$63.2M +$2.64M 2 3.12% Increased
170
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$63M -$1.03M 13 0.45% Reduced
171
ClariVest Asset Management
ClariVest Asset Management
California
$62.8M +$1.09M 6 2.31% Increased
172
VanEck Associates
VanEck Associates
New York
$61.1M +$3.62M 6 0.32% Increased
173
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$60.5M +$14M 2 0.84% Increased
174
US Bancorp
US Bancorp
Minnesota
$60.1M -$3.01M 15 0.24% Reduced
175
Millennium Management
Millennium Management
New York
$58.7M -$101M 13 0.15% Reduced