← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$76.1M -$49.6M 2 0.96% Reduced
152
PIM
Platinum Investment Management
Australia
$72.1M +$16.3M 2 1.78% Increased
153
GW&K Investment Management
GW&K Investment Management
Massachusetts
$71.7M +$8.92M 2 1.48% Increased
154
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$69.7M -$8.22M 2 2.77% Reduced
155
Two Sigma Advisers
Two Sigma Advisers
New York
$67.8M -$5.2M 12 0.34% Reduced
156
US Bancorp
US Bancorp
Minnesota
$67.7M -$1.51M 16 0.26% Reduced
157
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$67.7M -$1.93M 14 0.5% Reduced
158
Perkins Investment Management
Perkins Investment Management
Illinois
$67.6M -$7.87M 2 1.02% Reduced
159
Kennedy Capital Management
Kennedy Capital Management
Missouri
$67.1M +$9.35M 8 1.36% Increased
160
SDJVC
St. Denis J. Villere & Co
Louisiana
$66.2M +$71.1M 1 3.99% New
161
CCMH
Cornerstone Capital Management Holdings
New York
$66M +$5.88M 14 0.53% Increased
162
SAS
Sarbit Advisory Services
Manitoba, Canada
$65.9M $0 1 12.95% Maintained
163
Millennium Management
Millennium Management
New York
$65.6M -$3.9M 10 0.15% Reduced
164
AIG
American International Group
New York
$65.2M -$4.56M 16 0.27% Reduced
165
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$64.8M +$5.83M 15 0.44% Increased
166
Stifel Financial
Stifel Financial
Missouri
$64.7M +$4.76M 10 0.3% Increased
167
Fidelity International
Fidelity International
Bermuda
$64.4M +$8.14M 3 0.21% Increased
168
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$64.4M -$25M 10 0.03% Reduced
169
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$64.1M -$6.12M 2 0.74% Reduced
170
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$63.3M -$510K 6 0.53% Reduced
171
Barclays
Barclays
United Kingdom
$63.2M +$9.92M 18 0.08% Increased
172
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$62.7M -$34.2K 1 1.58% Reduced
173
DnB Asset Management
DnB Asset Management
Norway
$62.6M -$27.9M 6 1.33% Reduced
174
Nicholas Company
Nicholas Company
Wisconsin
$62.1M +$38.1M 1 1.25% Increased
175
National Pension Service
National Pension Service
South Korea
$60.7M +$2.18M 3 0.54% Increased