← 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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$91.1M +$11.5M 15 0.67% Increased
177
Numeric Investors
Numeric Investors
Massachusetts
$90.4M -$12M 9 0.8% Reduced
178
AAM
Ardevora Asset Management
United Kingdom
$90.3M +$23.6M 3 2.85% Increased
179
SAM
Sentinel Asset Management
Vermont
$90.2M -$18M 4 2.18% Reduced
180
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$90M -$4.97K 1 1.88% Reduced
181
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$89M +$15M 4 0.86% Increased
182
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$87.8M +$77.1M 1 0.12% Increased
183
Credit Agricole
Credit Agricole
France
$87.4M -$5.13M 10 0.29% Reduced
184
Los Angeles Capital Management
Los Angeles Capital Management
California
$86.2M +$33.4M 9 0.54% Increased
185
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$85.1M -$63M 17 0.26% Reduced
186
Brown Advisory
Brown Advisory
Maryland
$84.7M +$16.5M 6 0.26% Increased
187
VanEck Associates
VanEck Associates
New York
$82.1M -$33.9M 7 0.45% Reduced
188
John W. Bristol & Co
John W. Bristol & Co
New York
$81.7M -$19.3M 1 2.4% Reduced
189
DnB Asset Management
DnB Asset Management
Norway
$81.7M +$13.9M 6 1.19% Increased
190
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$80.4M +$14.2M 2 0.93% Increased
191
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$79.8M +$10.9M 2 3% Increased
192
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$78.7M +$38.4M 8 0.18% Increased
193
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$78.6M +$5.3M 4 0.63% Increased
194
Markel Group
Markel Group
Virginia
$78.4M +$3.12M 2 1.67% Increased
195
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$78.4M +$183K 2 2.7% Increased
196
IIM
Ivory Investment Management
New York
$77.9M +$34.8M 2 2.9% Increased
197
Huntington National Bank
Huntington National Bank
Ohio
$76.6M +$2.12M 9 1.35% Increased
198
1832 Asset Management
1832 Asset Management
Ontario, Canada
$76.3M +$11.1M 3 0.35% Increased
199
Martingale Asset Management
Martingale Asset Management
Massachusetts
$75.3M +$7.49M 11 1.06% Increased
200
ACI
AMP Capital Investors
Australia
$73.9M -$2.65M 7 0.44% Reduced