← 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
PIM
Platinum Investment Management
Australia
$106M -$914K 1 2.88% Reduced
152
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$106M +$46.5M 6 1.72% Increased
153
PGGM Investments
PGGM Investments
Netherlands
$106M -$18.8M 3 0.54% Reduced
154
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$104M +$15.2M 7 0.83% Increased
155
Stifel Financial
Stifel Financial
Missouri
$104M -$1.88M 11 0.38% Reduced
156
Gotham Asset Management
Gotham Asset Management
New York
$103M -$50.7M 8 1.45% Reduced
157
SDJVC
St. Denis J. Villere & Co
Louisiana
$101M -$867K 1 5.88% Reduced
158
AIG
American International Group
New York
$101M +$4.49M 16 0.36% Increased
159
Fidelity International
Fidelity International
Bermuda
$101M +$10.1M 2 0.29% Increased
160
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$99.9M -$216K 3 2.41% Reduced
161
US Bancorp
US Bancorp
Minnesota
$99.8M +$4.44M 15 0.33% Increased
162
GW&K Investment Management
GW&K Investment Management
Massachusetts
$99M +$1.5M 2 1.71% Increased
163
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$98.8M +$861K 4 0.89% Increased
164
Federated Hermes
Federated Hermes
Pennsylvania
$98M -$14.3M 16 0.28% Reduced
165
CAM
Contour Asset Management
New York
$97.5M +$25.6M 1 5.89% Increased
166
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$97.5M -$13.3M 15 1.22% Reduced
167
AMF Tjänstepension
AMF Tjänstepension
Sweden
$97.3M $0 2 1.11% Maintained
168
Two Sigma Advisers
Two Sigma Advisers
New York
$97.1M -$5.96M 14 0.32% Reduced
169
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$95.1M +$2.26M 15 0.66% Increased
170
USS Investment Management
USS Investment Management
United Kingdom
$95M $0 1 0.89% Maintained
171
CCMH
Cornerstone Capital Management Holdings
New York
$94.9M +$26.4M 13 0.75% Increased
172
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$94.1M +$9.81M 8 0.51% Increased
173
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$93.6M -$17.5M 7 0.65% Reduced
174
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$93.4M +$18.7M 8 1.17% Increased
175
Aperio Group
Aperio Group
California
$91.9M +$11.8M 14 0.56% Increased