← 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
Westwood Holdings Group
Westwood Holdings Group
Texas
$128M +$53.2M 2 1.02% Increased
152
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$127M -$4.45M 4 1.51% Reduced
153
Fidelity International
Fidelity International
Bermuda
$127M +$638K 2 0.36% Increased
154
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$126M -$3.97M 12 0.65% Reduced
155
National Pension Service
National Pension Service
South Korea
$125M +$4.77M 4 0.69% Increased
156
Acadian Asset Management
Acadian Asset Management
Massachusetts
$125M -$18.2M 7 0.55% Reduced
157
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$123M +$20.5M 5 1.11% Increased
158
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$123M +$10.9M 8 0.96% Increased
159
SEI Investments
SEI Investments
Pennsylvania
$122M -$9.52M 16 0.43% Reduced
160
EARNEST Partners
EARNEST Partners
Georgia
$121M +$257K 2 1.2% Increased
161
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$120M +$110M 1 1.14% New
162
ACM
Argent Capital Management
Missouri
$120M -$41.8M 3 4.62% Reduced
163
Federated Hermes
Federated Hermes
Pennsylvania
$116M +$3.69M 16 0.33% Increased
164
US Bancorp
US Bancorp
Minnesota
$114M -$1.77M 15 0.36% Reduced
165
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$113M +$13.3M 4 2.61% Increased
166
PIM
Platinum Investment Management
Australia
$113M +$342K 1 2.86% Increased
167
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$111M -$628K 4 0.96% Reduced
168
Aperio Group
Aperio Group
California
$111M +$5.13M 14 0.63% Increased
169
USS Investment Management
USS Investment Management
United Kingdom
$111M $0 1 0.86% Maintained
170
AMF Tjänstepension
AMF Tjänstepension
Sweden
$110M +$2.38M 3 1.21% Increased
171
AIG
American International Group
New York
$109M -$1.62M 15 0.38% Reduced
172
Pzena Investment Management
Pzena Investment Management
New York
$108M -$74.5M 2 0.57% Reduced
173
SDJVC
St. Denis J. Villere & Co
Louisiana
$107M -$417K 1 6.26% Reduced
174
CAM
Contour Asset Management
New York
$106M -$2.59M 1 5.96% Reduced
175
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$105M +$20.7K 15 0.66% Increased