← 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
Numeric Investors
Numeric Investors
Massachusetts
$135M +$36.8M 8 0.98% Increased
152
AustralianSuper
AustralianSuper
Australia
$134M +$28.4M 1 4.86% Increased
153
Wasatch Advisors
Wasatch Advisors
Utah
$132M -$9.42M 3 1.75% Reduced
154
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$131M +$102M 4 0.32% Increased
155
Aviva
Aviva
United Kingdom
$131M -$12.8M 4 0.74% Reduced
156
Aperio Group
Aperio Group
California
$130M +$5.63M 14 0.66% Increased
157
Los Angeles Capital Management
Los Angeles Capital Management
California
$129M -$15.7M 10 0.71% Reduced
158
USS Investment Management
USS Investment Management
United Kingdom
$129M $0 1 1.5% Maintained
159
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$127M -$12.6M 14 0.42% Reduced
160
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$126M -$18.2M 6 1.89% Reduced
161
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$124M -$15.5M 4 1.07% Reduced
162
US Bancorp
US Bancorp
Minnesota
$124M -$2.48M 15 0.38% Reduced
163
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$123M $0 8 0.95% Maintained
164
Federated Hermes
Federated Hermes
Pennsylvania
$123M -$4.98M 15 0.35% Reduced
165
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$121M +$16.8M 14 0.81% Increased
166
ProShare Advisors
ProShare Advisors
Maryland
$119M +$33.9M 13 0.82% Increased
167
SEI Investments
SEI Investments
Pennsylvania
$117M -$20.1M 16 0.41% Reduced
168
AMF Tjänstepension
AMF Tjänstepension
Sweden
$113M -$13.4M 1 1.11% Reduced
169
MC
Montag & Caldwell
Georgia
$112M +$8.21M 3 3.52% Increased
170
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$109M -$1.03M 8 0.53% Reduced
171
Robeco Schweiz
Robeco Schweiz
Switzerland
$109M +$23M 8 7.17% Increased
172
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$108M +$80.1M 6 1.08% Increased
173
CAM
Contour Asset Management
New York
$107M +$7.3M 1 5.92% Increased
174
EARNEST Partners
EARNEST Partners
Georgia
$106M -$23M 6 1.02% Reduced
175
PIM
Platinum Investment Management
Australia
$106M +$511K 1 2.8% Increased