← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$93.6M -$2.33M 4 0.51% Reduced
152
GW&K Investment Management
GW&K Investment Management
Massachusetts
$92.4M +$1.29M 2 1.74% Increased
153
Perkins Investment Management
Perkins Investment Management
Illinois
$90.3M +$12.7M 2 1.25% Increased
154
Westwood Holdings Group
Westwood Holdings Group
Texas
$89.8M -$14.3M 2 0.76% Reduced
155
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$89M -$4.03M 4 0.79% Reduced
156
Two Sigma Advisers
Two Sigma Advisers
New York
$88.6M +$7.94M 13 0.38% Increased
157
VanEck Associates
VanEck Associates
New York
$86.9M +$18M 7 0.4% Increased
158
Federated Hermes
Federated Hermes
Pennsylvania
$86.4M +$39M 14 0.25% Increased
159
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$85.1M -$2.13M 2 1.01% Reduced
160
Kennedy Capital Management
Kennedy Capital Management
Missouri
$84.6M -$239K 8 1.62% Reduced
161
AIG
American International Group
New York
$83.1M +$8.16M 16 0.33% Increased
162
Alkeon Capital Management
Alkeon Capital Management
New York
$82.8M +$26.1M 2 1.56% Increased
163
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$81.8M +$12.5M 14 1.03% Increased
164
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$81.6M +$4.23M 15 0.6% Increased
165
CCMH
Cornerstone Capital Management Holdings
New York
$81.3M +$6.88M 13 0.6% Increased
166
US Bancorp
US Bancorp
Minnesota
$80.7M +$2.26M 17 0.3% Increased
167
SDJVC
St. Denis J. Villere & Co
Louisiana
$80.1M +$411K 1 4.92% Increased
168
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$78.8M -$105K 1 1.87% Reduced
169
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$78.7M +$374K 2 2.88% Increased
170
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$78.7M -$15.6M 3 5.08% Reduced
171
AMF Tjänstepension
AMF Tjänstepension
Sweden
$78.6M -$22.7M 1 0.99% Reduced
172
SI
Sensato Investors
California
$78M +$23.6M 5 16.56% Increased
173
ACM
Atlanta Capital Management
Georgia
$75.8M -$24.1M 2 0.5% Reduced
174
National Pension Service
National Pension Service
South Korea
$74.9M +$5.73M 3 0.6% Increased
175
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$74.8M +$6.26M 8 0.44% Increased