← 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
Gotham Asset Management
Gotham Asset Management
New York
$105M -$10.5M 6 1.54% Reduced
177
Credit Agricole
Credit Agricole
France
$104M +$4.48M 10 0.36% Increased
178
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$101M -$10.7M 15 1.21% Reduced
179
MC
Montag & Caldwell
Georgia
$100M +$26.6M 3 3.09% Increased
180
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$100M -$4.4M 8 0.52% Reduced
181
AAM
Ardevora Asset Management
United Kingdom
$100M -$1.5M 3 2.99% Reduced
182
DnB Asset Management
DnB Asset Management
Norway
$99.9M +$7.94M 6 1.33% Increased
183
1832 Asset Management
1832 Asset Management
Ontario, Canada
$98.8M +$14.5M 3 0.35% Increased
184
SAM
Sentinel Asset Management
Vermont
$98.5M -$8.9M 4 2.36% Reduced
185
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$97.3M +$5.79M 2 1.07% Increased
186
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$97M -$7.25M 6 1.18% Reduced
187
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$96.5M +$32.3M 1 0.83% Increased
188
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$96.3M -$9.4M 9 0.59% Reduced
189
Numeric Investors
Numeric Investors
Massachusetts
$96.2M +$678K 9 0.74% Increased
190
TCW Group
TCW Group
California
$93.7M +$15.1M 2 0.75% Increased
191
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$93.6M +$17.4M 7 0.79% Increased
192
Markel Group
Markel Group
Virginia
$93.5M +$4.08M 2 1.86% Increased
193
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$93.3M +$52.6M 2 1.38% Increased
194
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$93M +$118K 15 0.67% Increased
195
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$93M -$106M 6 0.67% Reduced
196
John W. Bristol & Co
John W. Bristol & Co
New York
$92.3M -$2.63M 1 2.67% Reduced
197
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$92.2M +$2.09M 8 1.05% Increased
198
Westfield Capital Management
Westfield Capital Management
Massachusetts
$91M +$10.6M 4 0.7% Increased
199
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$90.9M +$657K 2 2.95% Increased
200
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$88.7M -$1.67M 1 1.86% Reduced