← 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
Perkins Investment Management
Perkins Investment Management
Illinois
$101M -$1.27M 2 1.29% Reduced
152
Aviva
Aviva
United Kingdom
$100M -$1.13M 4 0.6% Reduced
153
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$100M -$38.9M 6 1.72% Reduced
154
John W. Bristol & Co
John W. Bristol & Co
New York
$99.2M -$4.1M 1 2.79% Reduced
155
Westwood Holdings Group
Westwood Holdings Group
Texas
$98.7M +$5.24M 2 0.81% Increased
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$97.4M -$115K 4 0.52% Reduced
157
SEI Investments
SEI Investments
Pennsylvania
$96.4M -$5.01M 16 0.47% Reduced
158
Stifel Financial
Stifel Financial
Missouri
$94.5M +$17.8M 10 0.4% Increased
159
PIM
Platinum Investment Management
Australia
$93.3M -$12.8M 2 2.75% Reduced
160
Federated Hermes
Federated Hermes
Pennsylvania
$92.3M +$672K 16 0.28% Increased
161
Barclays
Barclays
United Kingdom
$91.3M +$26.6M 19 0.1% Increased
162
EARNEST Partners
EARNEST Partners
Georgia
$91.2M -$10.5M 7 1% Reduced
163
USS Investment Management
USS Investment Management
United Kingdom
$90.1M -$12.7M 1 1.38% Reduced
164
AMF Tjänstepension
AMF Tjänstepension
Sweden
$89.3M +$7.27M 2 1.04% Increased
165
US Bancorp
US Bancorp
Minnesota
$89.2M +$3.79M 15 0.32% Increased
166
GW&K Investment Management
GW&K Investment Management
Massachusetts
$88.2M -$11.3M 2 1.72% Reduced
167
1832 Asset Management
1832 Asset Management
Ontario, Canada
$87.4M +$35.5M 3 0.27% Increased
168
AIG
American International Group
New York
$86.2M -$1.26M 16 0.33% Reduced
169
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$85.4M +$519K 1 1.95% Increased
170
National Pension Service
National Pension Service
South Korea
$84.4M +$5.65M 4 0.58% Increased
171
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$83.5M -$1.97M 15 0.6% Reduced
172
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$82.9M -$10.5M 4 0.78% Reduced
173
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$82.7M +$1.09M 3 2.31% Increased
174
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$82.3M -$1.03M 14 1.05% Reduced
175
BCM
Brown Capital Management
Maryland
$81.9M -$165K 1 1.2% Reduced