← 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
201
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$384M -$14.4M 1 5.54% Reduced
202
Needham Investment Management
Needham Investment Management
New York
$381M +$2.17M 5 11.47% Increased
203
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$373M +$35.3M 4 0.95% Increased
204
Panagora Asset Management
Panagora Asset Management
Massachusetts
$364M +$42.4M 11 1.12% Increased
205
Nomura Asset Management
Nomura Asset Management
Japan
$363M -$145M 10 0.78% Reduced
206
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$352M -$8.5M 14 1.54% Reduced
207
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$351M +$23.1M 1 2.17% Increased
208
Holocene Advisors
Holocene Advisors
New York
$349M +$62.7M 10 0.79% Increased
209
Gotham Asset Management
Gotham Asset Management
New York
$347M -$23.9M 14 0.81% Reduced
210
GGHC
Gilder Gagnon Howe & Co
New York
$346M -$12.8M 8 3.57% Reduced
211
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$346M -$1.59M 18 0.55% Reduced
212
Nissay Asset Management
Nissay Asset Management
Japan
$340M +$52.2M 8 1.44% Increased
213
Westfield Capital Management
Westfield Capital Management
Massachusetts
$338M +$76.7M 4 1.1% Increased
214
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$333M +$7.5M 20 0.83% Increased
215
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$330M -$36.6M 13 0.94% Reduced
216
Creative Planning
Creative Planning
Kansas
$329M +$32.8M 20 0.19% Increased
217
Epoch Investment Partners
Epoch Investment Partners
New York
$327M +$11.1M 2 1.86% Increased
218
Guinness Asset Management
Guinness Asset Management
United Kingdom
$327M -$16.5M 2 5.53% Reduced
219
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$325M -$92.7M 9 1.01% Reduced
220
Candriam SCA
Candriam SCA
Luxembourg
$325M -$83.4M 7 1.46% Reduced
221
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$324M -$186M 20 0.62% Reduced
222
Longview Partners
Longview Partners
Guernsey
$322M -$121M 1 5.23% Reduced
223
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$317M +$164M 14 0.44% Increased
224
Congress Asset Management
Congress Asset Management
Massachusetts
$313M +$142M 5 1.93% Increased
225
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$313M -$168M 2 5.3% Reduced