← 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
LM
Lasry Marc
$57.7M $0 1 3.73% Maintained
177
CAM
ClariVest Asset Management
California
$57M +$35.2M 4 2.16% Increased
178
CRM
Cramer Rosenthal McGlynn
Connecticut
$56.9M +$12.7M 1 0.46% Increased
179
ARC
Absolute Return Capital
Massachusetts
$55.8M +$20.8M 6 0.65% Increased
180
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$55.1M -$288M 13 0.05% Reduced
181
Fidelity International
Fidelity International
Bermuda
$55M +$5.56M 2 0.21% Increased
182
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$54.9M -$6.07M 7 0.71% Reduced
183
KI
Kalmar Investments
Delaware
$54.6M +$4.24M 3 0.94% Increased
184
TPSF
Texas Permanent School Fund
Texas
$53.6M -$1.48M 11 0.55% Reduced
185
Panagora Asset Management
Panagora Asset Management
Massachusetts
$53.2M +$10M 13 0.26% Increased
186
Lazard Asset Management
Lazard Asset Management
New York
$53M -$49.2M 4 0.11% Reduced
187
Stifel Financial
Stifel Financial
Missouri
$52.5M +$5.57M 10 0.47% Increased
188
GE
General Electric
Ohio
$52.1M -$17.6M 2 0.24% Reduced
189
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$51.7M +$11.4M 2 0.11% Increased
190
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$50.9M -$2.55M 3 0.41% Reduced
191
Wedge Capital Management
Wedge Capital Management
North Carolina
$50.9M +$49.7M 1 0.52% New
192
William Blair & Company
William Blair & Company
Illinois
$50.2M -$13.6M 4 0.08% Reduced
193
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$50.1M -$10.5M 10 0.28% Reduced
194
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.6M +$17.3M 2 0.68% Increased
195
QAM
Quentec Asset Management
New York
$49.3M +$18.5M 6 12.83% Increased
196
Chevy Chase Trust
Chevy Chase Trust
Maryland
$49.1M -$1.09M 2 0.34% Reduced
197
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$49M -$103M 1 0.7% Reduced
198
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$48.7M -$21.3M 1 0.52% Reduced
199
Westfield Capital Management
Westfield Capital Management
Massachusetts
$48.3M +$3.37M 2 0.29% Increased
200
Canada Life
Canada Life
Manitoba, Canada
$48.1M -$4.79M 13 0.16% Reduced