← 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
ECP
Elk Creek Partners
Colorado
$50.2M -$438K 2 3.57% Reduced
202
CC
Carlson Capital
Texas
$49.8M +$6.98M 2 0.62% Increased
203
CRM
Cramer Rosenthal McGlynn
Connecticut
$49M +$9.96M 1 0.79% Increased
204
Conning Inc
Conning Inc
Connecticut
$48.9M -$3.29M 3 2.02% Reduced
205
Alkeon Capital Management
Alkeon Capital Management
New York
$48.9M +$40.3K 2 0.94% Increased
206
STRS Ohio
STRS Ohio
Ohio
$47.6M -$1.37M 10 0.21% Reduced
207
SIM
Sadoff Investment Management
Wisconsin
$47.3M -$16K 2 5.65% Reduced
208
CAM
Cortina Asset Management
Wisconsin
$47.2M -$9.35M 4 2.14% Reduced
209
ProShare Advisors
ProShare Advisors
Maryland
$47M -$3.3M 11 0.61% Reduced
210
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$46.3M +$14.3M 5 0.53% Increased
211
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$46.2M -$1.04M 1 1.17% Reduced
212
Huntington National Bank
Huntington National Bank
Ohio
$46.2M -$3.57M 8 1.15% Reduced
213
Gabelli Funds
Gabelli Funds
New York
$45.9M -$1.6M 2 0.27% Reduced
214
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$45.9M +$16.1M 7 0.19% Increased
215
TimesSquare Capital Management
TimesSquare Capital Management
New York
$45.8M -$10.8M 1 0.3% Reduced
216
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$45.7M -$3.89M 4 0.83% Reduced
217
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$45.6M +$2.1M 12 0.61% Increased
218
American Century Companies
American Century Companies
Missouri
$44.9M -$145M 10 0.05% Reduced
219
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$44.6M -$2.95M 2 1.06% Reduced
220
Numeric Investors
Numeric Investors
Massachusetts
$44.6M +$35.1M 5 0.4% Increased
221
PIA
Piedmont Investment Advisors
North Carolina
$44.2M -$79.6K 4 0.91% Reduced
222
Wedge Capital Management
Wedge Capital Management
North Carolina
$44M +$3.41M 2 0.46% Increased
223
Comerica Bank
Comerica Bank
Texas
$43.5M -$3.06M 14 0.38% Reduced
224
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$43M -$7.71M 5 0.94% Reduced
225
RCM
Riverhead Capital Management
Delaware
$42.8M -$16.9M 13 1.37% Reduced