← 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	USS Investment Management London, United Kingdom	$72.5M	-$8.67M	1	1.15%	Reduced
177	Retirement Systems of Alabama Montgomery, Alabama	$72.4M	-$17.3M	6	0.39%	Reduced
178	Anchor Capital Advisors Boston, Massachusetts	$72.3M	-$1.81M	1	1.63%	Reduced
179	Baird Financial Group Milwaukee, Wisconsin	$72M	+$74.5M	6	0.71%	New
180	AIG American International Group New York	$71.8M	-$24.8M	18	0.29%	Reduced
181	SM Senvest Management New York	$71.7M	+$1.14M	3	4.48%	Increased
182	Winton Group London, United Kingdom	$70.5M	-$33.4M	2	0.65%	Reduced
183	RCM Riverhead Capital Management Wilmington, Delaware	$70.4M	+$15.6M	4	1.06%	Increased
184	US Bancorp Minneapolis, Minnesota	$69.9M	-$3.11M	17	0.27%	Reduced
185	ACM Andor Capital Management Rye Brook, New York	$69.6M	-$3.88M	2	6.46%	Reduced
186	VanEck Associates New York	$67.7M	+$1.08M	6	0.4%	Increased
187	CC Carlson Capital Dallas, Texas	$67.4M	+$28.4M	2	0.74%	Increased
188	HCM Hirzel Capital Management Dallas, Texas	$66.5M	-$7.07M	1	6.43%	Reduced
189	British Columbia Investment Management Victoria, British Columbia, Canada	$66.5M	+$1.01M	4	0.63%	Increased
190	ACI AMP Capital Investors Sydney, Australia	$65.8M	-$1.08M	8	0.43%	Reduced
191	NAM NorthCoast Asset Management Greenwich, Connecticut	$65.3M	+$27M	1	3.13%	Increased
192	Jericho Capital Asset Management New York	$65.3M	+$28.4M	2	4.07%	Increased
193	Canada Life Winnipeg, Manitoba, Canada	$64M	-$5.87M	16	0.22%	Reduced
194	CAM ClariVest Asset Management San Diego, California	$63.7M	-$34.4M	6	1.9%	Reduced
195	Point72 Asset Management Stamford, Connecticut	$62.5M	+$36.6M	2	0.43%	Increased
196	Scout Investments Kansas City, Missouri	$62.2M	-$33M	2	1.15%	Reduced
197	FQ First Quadrant Glendale, California	$62.1M	+$8.81M	5	1.31%	Increased
198	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$61.3M	-$15.1M	1	3.34%	Reduced
199	TAM Tiverton Asset Management Wilimington, Delaware	$60.9M	-$6.49M	3	1.21%	Reduced
200	William Blair & Company Chicago, Illinois	$60.4M	+$5.18M	4	0.09%	Increased