← 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	D.E. Shaw & Co New York	$39M	+$38.5M	13	0.07%	New
202	Teacher Retirement System of Texas Austin, Texas	$39M	+$39.2M	15	0.36%	New
203	Arizona State Retirement System Phoenix, Arizona	$38.9M	+$38.8M	11	0.53%	New
204	AGF Investments Inc Toronto, Ontario, Canada	$38.8M	+$35.6M	1	0.45%	New
205	Oaktree Capital Management Los Angeles, California	$38.2M	+$37.6M	1	0.78%	New
206	SAC Capital Advisors Stamford, Connecticut	$37.9M	+$35.8M	10	0.21%	New
207	Natixis Advisors Boston, Massachusetts	$37.2M	+$37.1M	6	0.74%	New
208	Chevy Chase Trust Bethesda, Maryland	$37M	+$37.7M	2	0.32%	New
209	Stephens Investment Management Group Houston, Texas	$36.3M	+$36.2M	3	2.16%	New
210	Irish Life Investment Managers Dublin, Ireland	$35.6M	+$35.9M	11	0.45%	New
211	STRS Ohio Columbus, Ohio	$35.5M	+$36.3M	5	0.15%	New
212	PP PDT Partners New York	$35.4M	+$36.1M	9	0.87%	New
213	PNC Financial Services Group Pittsburgh, Pennsylvania	$34.7M	+$34.9M	15	0.05%	New
214	State of Michigan Retirement System Lansing, Michigan	$33.7M	+$33.9M	6	0.31%	New
215	IRF IBM Retirement Fund Armonk, New York	$33M	+$33.1M	6	0.41%	New
216	Glenmede Trust Philadelphia, Pennsylvania	$32.8M	+$33.2M	7	0.41%	New
217	1832 Asset Management Toronto, Ontario, Canada	$32.7M	+$30.3M	1	0.14%	New
218	Pinnacle Associates New York	$32.7M	+$32.3M	3	0.73%	New
219	BlackRock Advisors Wilmington, Delaware	$32.2M	+$31.3M	16	0.03%	New
220	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$31.8M	+$32M	10	0.3%	New
221	MVIP Mar Vista Investment Partners Los Angeles, California	$31.5M	+$31.5M	1	2.05%	New
222	Nisa Investment Advisors St. Louis, Missouri	$31.5M	+$31.8M	7	0.49%	New
223	Polar Capital London, United Kingdom	$31.5M	+$30.9M	4	1.1%	New
224	F&C Asset Management Edinburgh, Scotland, United Kingdom	$30.6M	+$31.4M	2	0.42%	New
225	GACM Green Arrow Capital Management New York	$29.8M	+$29.7M	1	2.41%	New