← 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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$106M -$14.8M 4 0.9% Reduced
177
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$105M -$1.39M 4 2.41% Reduced
178
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$105M -$788K 2 1.1% Reduced
179
ACM
Argent Capital Management
Missouri
$105M -$41M 1 3.63% Reduced
180
Markel Group
Markel Group
Virginia
$103M $0 2 1.94% Maintained
181
John W. Bristol & Co
John W. Bristol & Co
New York
$103M -$4.5M 1 2.91% Reduced
182
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$102M -$2.31M 2 3.18% Reduced
183
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$100M +$4.53M 15 0.64% Increased
184
TCW Group
TCW Group
California
$100M -$6.08M 2 0.81% Reduced
185
LCM
Lakewood Capital Management
New York
$98.3M -$2.04M 1 3.42% Reduced
186
Citigroup
Citigroup
New York
$97.6M +$7.42M 19 0.08% Increased
187
CBT
Capital Bank & Trust
California
$97.4M -$59.6M 3 1.33% Reduced
188
Huntington National Bank
Huntington National Bank
Ohio
$97.3M -$1.01M 9 1.55% Reduced
189
Marshall Wace North America
Marshall Wace North America
New York
$97M -$53.6M 9 0.54% Reduced
190
Rafferty Asset Management
Rafferty Asset Management
New York
$96.7M +$36.5M 7 1.67% Increased
191
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$94.6M -$103M 9 0.18% Reduced
192
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$94.3M +$6.75M 4 0.66% Increased
193
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$93.1M -$12.1M 15 1.09% Reduced
194
Two Sigma Advisers
Two Sigma Advisers
New York
$91.1M -$80.7M 13 0.25% Reduced
195
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$89.5M +$433K 1 1.76% Increased
196
KBC Group
KBC Group
Belgium
$88.5M +$19.1M 7 0.76% Increased
197
Martingale Asset Management
Martingale Asset Management
Massachusetts
$87.8M -$8.22M 8 1.16% Reduced
198
ACI
AMP Capital Investors
Australia
$87M -$7.63M 7 0.47% Reduced
199
RHJA
Rice Hall James & Associates
California
$86.9M +$23.9M 5 3.42% Increased
200
PGGM Investments
PGGM Investments
Netherlands
$86.6M -$60.3M 2 0.49% Reduced