← 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
BCM
Brown Capital Management
Maryland
$60.6M -$20.4M 1 0.96% Reduced
177
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$60.5M +$3.8M 6 0.35% Increased
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$60.3M +$5.99K 2 0.25% Increased
179
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$60.2M -$7.73M 2 0.79% Reduced
180
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$60M -$2.55M 3 1.97% Reduced
181
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$59.9M +$1.34M 4 0.53% Increased
182
RG
Renaissance Group
Kentucky
$59.8M -$1.03M 3 2.51% Reduced
183
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$59.4M +$3.26M 6 0.47% Increased
184
VanEck Associates
VanEck Associates
New York
$59.2M +$24.1M 7 0.3% Increased
185
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$58.9M +$54M 4 0.33% Increased
186
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$58.8M -$37M 11 0.19% Reduced
187
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$58.4M -$1.78M 14 0.48% Reduced
188
Congress Asset Management
Congress Asset Management
Massachusetts
$57.1M -$921K 2 1.32% Reduced
189
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$57M +$102K 2 2.39% Increased
190
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$56M +$1.37M 13 0.74% Increased
191
Baird Financial Group
Baird Financial Group
Wisconsin
$54.2M +$4.2M 6 0.5% Increased
192
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.8M +$33.9M 4 0.6% Increased
193
Candriam SCA
Candriam SCA
Luxembourg
$53.8M +$21.1M 4 1.4% Increased
194
Aperio Group
Aperio Group
California
$53.7M +$5.51M 12 0.42% Increased
195
PHS
PFM Health Sciences
California
$53M +$39.4M 1 1.6% Increased
196
AWM
Ashmore Wealth Management
Delaware
$52.3M -$14.1M 1 2.01% Reduced
197
WIM
Weitz Investment Management
Nebraska
$52.3M -$2.86M 1 1.93% Reduced
198
HCM
Hodges Capital Management
Texas
$52.3M +$13.4M 4 2.54% Increased
199
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$52.2M -$43.7M 6 0.35% Reduced
200
PRO
Pensioenfonds Rail & OV
Netherlands
$51.2M -$3.12M 1 2.93% Reduced