← 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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$74M +$385K 3 2.2% Increased
177
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$73.6M -$1.38M 4 0.41% Reduced
178
SFM
Systematic Financial Management
New Jersey
$73.5M -$16.2M 5 1.03% Reduced
179
Stifel Financial
Stifel Financial
Missouri
$72.8M -$786K 10 0.33% Reduced
180
Nicholas Company
Nicholas Company
Wisconsin
$71.8M -$2.65M 1 1.58% Reduced
181
Candriam SCA
Candriam SCA
Luxembourg
$70.4M +$9.44M 4 1.69% Increased
182
Voloridge Investment Management
Voloridge Investment Management
Florida
$69.6M +$48.6M 2 1.51% Increased
183
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$69.3M +$2.41M 8 0.55% Increased
184
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$68.8M -$855K 14 0.56% Reduced
185
Fidelity International
Fidelity International
Bermuda
$68.6M -$11.5M 2 0.21% Reduced
186
BCM
Brown Capital Management
Maryland
$68.3M -$493K 1 1% Reduced
187
DnB Asset Management
DnB Asset Management
Norway
$67.4M -$2.6M 5 1.33% Reduced
188
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$67.3M -$10.1M 2 0.88% Reduced
189
Renaissance Group
Renaissance Group
Kentucky
$67M -$2.24M 3 2.7% Reduced
190
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$65.9M -$7.04M 9 0.46% Reduced
191
Polar Capital
Polar Capital
United Kingdom
$65.2M +$28.9M 3 1.13% Increased
192
AHL Partners
AHL Partners
United Kingdom
$64.4M +$53.3M 13 2.4% Increased
193
AAM
Ardevora Asset Management
United Kingdom
$63.6M +$28.9M 2 2.34% Increased
194
Baird Financial Group
Baird Financial Group
Wisconsin
$62.7M +$276K 6 0.56% Increased
195
Aperio Group
Aperio Group
California
$62.4M +$1.17M 12 0.45% Increased
196
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$62.2M -$1.72M 2 2.66% Reduced
197
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$62.1M -$820K 1 0.95% Reduced
198
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$62.1M +$36.8M 17 0.26% Increased
199
Nuveen
Nuveen
North Carolina
$61.8M +$11.1M 12 0.36% Increased
200
AMP Capital Investors
AMP Capital Investors
Australia
$61.8M +$15.2M 7 0.38% Increased