← 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
$119M +$7.03M 4 0.58% Increased
152
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$116M +$15.5M 14 1.46% Increased
153
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$116M +$398K 8 0.83% Increased
154
Federated Hermes
Federated Hermes
Pennsylvania
$115M +$11.3M 17 0.33% Increased
155
Aviva
Aviva
United Kingdom
$113M -$1.03M 4 0.65% Reduced
156
SAM
Sentinel Asset Management
Vermont
$111M -$18.7M 4 2.63% Reduced
157
Perkins Investment Management
Perkins Investment Management
Illinois
$110M -$306K 2 1.36% Reduced
158
PIM
Platinum Investment Management
Australia
$109M -$12M 2 3.03% Reduced
159
Stifel Financial
Stifel Financial
Missouri
$109M +$1.42M 10 0.42% Increased
160
Two Sigma Advisers
Two Sigma Advisers
New York
$107M -$10.5M 15 0.35% Reduced
161
John W. Bristol & Co
John W. Bristol & Co
New York
$105M -$4.42M 1 2.89% Reduced
162
SDJVC
St. Denis J. Villere & Co
Louisiana
$104M +$155K 1 6.1% Increased
163
EARNEST Partners
EARNEST Partners
Georgia
$103M -$428K 2 1.1% Reduced
164
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$102M +$7.3M 4 0.94% Increased
165
Numeric Investors
Numeric Investors
Massachusetts
$102M +$48.8M 9 0.93% Increased
166
National Pension Service
National Pension Service
South Korea
$100M +$3.54M 4 0.67% Increased
167
US Bancorp
US Bancorp
Minnesota
$99.9M -$2.26M 15 0.34% Reduced
168
USS Investment Management
USS Investment Management
United Kingdom
$99.5M $0 1 1.37% Maintained
169
Fidelity International
Fidelity International
Bermuda
$99.2M +$6.84M 2 0.28% Increased
170
AIG
American International Group
New York
$98.8M +$2.9M 16 0.36% Increased
171
AMF Tjänstepension
AMF Tjänstepension
Sweden
$97.3M -$1.3M 2 1.11% Reduced
172
Todd Asset Management
Todd Asset Management
Kentucky
$95.8M +$25.3M 2 2.76% Increased
173
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$95.3M +$1.36M 15 0.66% Increased
174
Credit Agricole
Credit Agricole
France
$94.9M -$28.4M 7 0.29% Reduced
175
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$94.3M +$8.45M 5 0.86% Increased