← 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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$47.9M +$3.24M 5 0.24% Increased
202
Eagle Asset Management
Eagle Asset Management
Florida
$47.6M -$6.17K 4 0.26% Reduced
203
STRS Ohio
STRS Ohio
Ohio
$47.3M -$5.1M 6 0.21% Reduced
204
ProShare Advisors
ProShare Advisors
Maryland
$46.3M -$546K 13 0.6% Reduced
205
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45.8M +$11.8M 3 0.5% Increased
206
Arizona State Retirement System
Arizona State Retirement System
Arizona
$45.7M +$977K 11 0.55% Increased
207
KBC Group
KBC Group
Belgium
$45M +$19.6M 7 0.51% Increased
208
Nuveen
Nuveen
North Carolina
$44.9M +$1.07M 9 0.27% Increased
209
Citigroup
Citigroup
New York
$44.8M -$3.42M 19 0.04% Reduced
210
Credit Agricole
Credit Agricole
France
$44.7M -$10.3M 6 0.19% Reduced
211
GW&K Investment Management
GW&K Investment Management
Massachusetts
$44.6M +$12M 1 1.13% Increased
212
Boston Trust Walden
Boston Trust Walden
Massachusetts
$44.3M -$3.09M 1 0.64% Reduced
213
LCM
LionEye Capital Management
New York
$44.1M +$17.7M 1 2.99% Increased
214
ACM
Argent Capital Management
Missouri
$43.6M +$427K 2 2.32% Increased
215
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.4M +$5.66M 3 0.12% Increased
216
NSLI
Nan Shan Life Insurance
Taiwan
$42.9M +$32.8M 2 5.67% Increased
217
Oaktree Capital Management
Oaktree Capital Management
California
$42.6M $0 1 0.74% Maintained
218
HighTower Advisors
HighTower Advisors
Illinois
$42.6M -$3.31M 6 0.74% Reduced
219
MSA
Mason Street Advisors
Wisconsin
$42.4M -$17.5M 12 0.33% Reduced
220
Fred Alger Management
Fred Alger Management
New York
$41.6M +$24.6M 5 0.21% Increased
221
VCM
Vision Capital Management
Oregon
$41.4M +$1.7M 2 4.95% Increased
222
Kennedy Capital Management
Kennedy Capital Management
Missouri
$41.4M -$12.1M 6 0.77% Reduced
223
Comerica Bank
Comerica Bank
Texas
$40.9M -$8.09M 13 0.35% Reduced
224
NA
Navellier & Associates
Nevada
$40.6M +$35.1M 3 1.84% Increased
225
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$40.1M +$5.16M 6 0.96% Increased
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