← 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
176
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$453M -$97.5M 3 2.9% Reduced
177
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$451M -$1.99M 1 2.82% Reduced
178
Alyeska Investment Group
Alyeska Investment Group
Illinois
$450M +$48.9M 6 1.16% Increased
179
HighTower Advisors
HighTower Advisors
Illinois
$445M -$40.7M 20 0.43% Reduced
180
Baird Financial Group
Baird Financial Group
Wisconsin
$438M +$13.6M 13 0.6% Increased
181
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$436M +$28.5M 12 1.12% Increased
182
WAM
WT Asset Management
Hong Kong
$431M +$88.7M 1 8.53% Increased
183
US Bancorp
US Bancorp
Minnesota
$429M -$1.48M 21 0.47% Reduced
184
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$427M +$2.76M 22 0.69% Increased
185
Bahl & Gaynor
Bahl & Gaynor
Ohio
$426M +$11.3M 3 1.97% Increased
186
Mariner
Mariner
Kansas
$419M -$1.58M 13 0.44% Reduced
187
Los Angeles Capital Management
Los Angeles Capital Management
California
$417M +$211M 18 1.53% Increased
188
NEOS Investment Management
NEOS Investment Management
Connecticut
$414M +$39.5M 5 1.53% Increased
189
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$410M +$192M 8 0.47% Increased
190
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$409M +$162M 8 0.62% Increased
191
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$407M -$11.1M 19 0.82% Reduced
192
Nomura Holdings
Nomura Holdings
Japan
$406M +$289M 12 0.48% Increased
193
Korea Investment Corp
Korea Investment Corp
South Korea
$405M +$18.7M 5 0.77% Increased
194
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$404M +$20.2M 2 2.75% Increased
195
GW&K Investment Management
GW&K Investment Management
Massachusetts
$403M -$75M 10 3.15% Reduced
196
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$400M -$43.8M 4 1.45% Reduced
197
ACM
Analog Century Management
New York
$398M -$35.8M 4 14.56% Reduced
198
APG Asset Management
APG Asset Management
Netherlands
$393M +$117M 4 0.96% Increased
199
IP
Indivisible Partners
Florida
$387M -$3.58M 3 21.88% Reduced
200
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$385M +$7.07M 18 0.84% Increased