← 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
Barclays
Barclays
United Kingdom
$61.5M -$10.4M 19 0.07% Reduced
202
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$61.1M +$8.34M 5 1.1% Increased
203
Korea Investment Corp
Korea Investment Corp
South Korea
$60.4M +$28.4M 3 0.32% Increased
204
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$60.3M -$7.31M 2 0.75% Reduced
205
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$59.4M +$6.47M 5 0.66% Increased
206
Huntington National Bank
Huntington National Bank
Ohio
$59.3M +$7M 8 1.1% Increased
207
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$58.5M -$1.82M 4 0.63% Reduced
208
KBC Group
KBC Group
Belgium
$58.4M +$23.3M 7 0.69% Increased
209
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$58.1M +$10.7M 3 1.04% Increased
210
Hodges Capital Management
Hodges Capital Management
Texas
$58.1M +$1.2M 5 2.79% Increased
211
ECP
Elk Creek Partners
Colorado
$57.7M +$704K 2 3.8% Increased
212
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$57.6M $0 1 3.05% Maintained
213
Todd Asset Management
Todd Asset Management
Kentucky
$56.5M +$12.5M 2 1.71% Increased
214
Hermes Investment Management
Hermes Investment Management
United Kingdom
$56.1M +$9.02M 1 0.95% Increased
215
American Century Companies
American Century Companies
Missouri
$56.1M +$4.32M 10 0.06% Increased
216
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$55.7M +$20.2M 7 0.81% Increased
217
Fred Alger Management
Fred Alger Management
New York
$55.6M +$5.33M 2 0.29% Increased
218
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$55.5M +$23.8M 15 0.58% Increased
219
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$55.5M -$1.37M 6 0.37% Reduced
220
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$55.2M -$11.9M 4 0.56% Reduced
221
QS Investors
QS Investors
New York
$53.4M +$10.1M 10 0.42% Increased
222
TimesSquare Capital Management
TimesSquare Capital Management
New York
$53.3M -$5.1M 1 0.34% Reduced
223
Weitz Investment Management
Weitz Investment Management
Nebraska
$52.6M -$5.83M 1 1.98% Reduced
224
Sadoff Investment Management
Sadoff Investment Management
Wisconsin
$52.4M -$870K 2 5.79% Reduced
225
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$52.3M +$912K 13 0.68% Increased