← 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
Fidelity International
Fidelity International
Bermuda
$79.7M +$8.32M 2 0.23% Increased
177
SDJVC
St. Denis J. Villere & Co
Louisiana
$79.3M +$798K 1 4.98% Increased
178
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$77.2M +$13.6M 5 0.82% Increased
179
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$77.2M +$26.3M 4 0.6% Increased
180
Nuveen
Nuveen
North Carolina
$76.9M +$7.42M 13 0.39% Increased
181
ACM
Atlanta Capital Management
Georgia
$75.4M -$4.02M 2 0.48% Reduced
182
STRS Ohio
STRS Ohio
Ohio
$74.9M +$21.1M 11 0.33% Increased
183
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$74.5M -$3.83M 8 0.43% Reduced
184
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$72.4M -$9.36M 2 2.62% Reduced
185
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$71M -$1.38M 14 0.57% Reduced
186
Nicholas Company
Nicholas Company
Wisconsin
$70.9M +$534K 1 1.58% Increased
187
VanEck Associates
VanEck Associates
New York
$70.5M -$19.7M 7 0.35% Reduced
188
DnB Asset Management
DnB Asset Management
Norway
$69.9M -$5.74M 5 1.28% Reduced
189
Acadian Asset Management
Acadian Asset Management
Massachusetts
$69.4M +$14.9M 8 0.34% Increased
190
PRO
Pensioenfonds Rail & OV
Netherlands
$67.9M -$1.22M 1 3.33% Reduced
191
Polar Capital
Polar Capital
United Kingdom
$67.8M -$1.37M 3 1.08% Reduced
192
Aperio Group
Aperio Group
California
$67.8M +$1.6M 12 0.52% Increased
193
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$67.2M +$1.76M 16 0.31% Increased
194
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$67.1M +$1.3M 2 2.74% Increased
195
CCI
Columbus Circle Investors
$66.6M +$61.1M 2 0.87% Increased
196
Kennedy Capital Management
Kennedy Capital Management
Missouri
$66M -$19.8M 7 1.15% Reduced
197
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$65.2M $0 2 0.77% Maintained
198
RG
Renaissance Group
Kentucky
$64.8M -$2.98M 5 2.62% Reduced
199
CRM
Cramer Rosenthal McGlynn
Connecticut
$64.6M -$3.06M 1 0.96% Reduced
200
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$64.2M +$61.2M 2 3.93% New