← 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	SM Stratton Management King Of Prussia, Pennsylvania	$60.3M	-$5.68M	3	2.63%	Reduced
202	Snyder Capital Management San Francisco, California	$60.1M	-$11.2M	2	3.37%	Reduced
203	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$59M	+$29.5M	12	0.7%	Increased
204	Commerzbank Aktiengesellschaft Frankfurt, Germany	$57.8M	+$363K	6	0.3%	Increased
205	Riverbridge Partners Minneapolis, Minnesota	$57.6M	-$75.3M	2	1.09%	Reduced
206	QS Investors New York	$57.5M	-$5.36M	7	0.71%	Reduced
207	AMF Tjänstepension Stockholm, Sweden	$57.3M	-$7.82M	1	0.8%	Reduced
208	Credit Agricole Montrouge Cedex, France	$56.5M	-$14.7M	7	0.27%	Reduced
209	Robeco Institutional Asset Management Rotterdam, Netherlands	$55M	-$3.85M	5	0.42%	Reduced
210	Gabelli Funds Rye, New York	$54.9M	-$6.67M	2	0.29%	Reduced
211	Perkins Investment Management Chicago, Illinois	$54.7M	-$34.8M	1	0.62%	Reduced
212	NA Navellier & Associates Reno, Nevada	$54.2M	+$993K	6	4.75%	Increased
213	BNP Paribas Financial Markets Paris, France	$54M	-$30.8M	18	0.15%	Reduced
214	Capital Fund Management (CFM) Paris, France	$53M	+$45.7M	4	0.67%	Increased
215	Axa Paris, France	$52.9M	+$22.1M	7	0.21%	Increased
216	CGM Capital Growth Management Boston, Massachusetts	$52.9M	-$36.4M	2	1.51%	Reduced
217	PHS PFM Health Sciences San Francisco, California	$52M	+$50.5M	4	1.32%	New
218	PGGM Investments Zeist, Netherlands	$51.3M	+$52.2M	2	0.27%	New
219	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$50.8M	+$10.1M	5	0.13%	Increased
220	WIM Weitz Investment Management Omaha, Nebraska	$50.5M	+$967K	1	1.42%	Increased
221	Lazard Asset Management New York	$49.6M	+$364K	6	0.1%	Increased
222	Paradigm Capital Management Inc Albany, New York	$49.3M	+$12.6M	4	5.09%	Increased
223	RCM Raging Capital Management Rocky Hill, New Jersey	$49.3M	+$30.7M	2	6.34%	Increased
224	TPSF Texas Permanent School Fund Austin, Texas	$49.1M	-$7.64M	12	0.57%	Reduced
225	Stifel Financial St. Louis, Missouri	$49.1M	-$6.52M	9	0.25%	Reduced