← 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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$64M +$6.2M 4 0.56% Increased
202
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$63.5M +$6.86M 15 0.66% Increased
203
KBC Group
KBC Group
Belgium
$63.4M +$3.14M 6 0.63% Increased
204
Korea Investment Corp
Korea Investment Corp
South Korea
$62.6M +$508K 3 0.3% Increased
205
Huntington National Bank
Huntington National Bank
Ohio
$61.8M -$1.8M 7 1.12% Reduced
206
Baird Financial Group
Baird Financial Group
Wisconsin
$60.6M -$3.92M 6 0.53% Reduced
207
AMP Capital Investors
AMP Capital Investors
Australia
$60.4M -$5.58M 6 0.37% Reduced
208
AAM
Ardevora Asset Management
United Kingdom
$60.1M -$5.19M 2 2.15% Reduced
209
Markel Group
Markel Group
Virginia
$58.8M +$11.5M 2 1.42% Increased
210
ECP
Elk Creek Partners
Colorado
$58.7M -$2.52M 2 3.96% Reduced
211
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$58.3M +$938K 7 0.81% Increased
212
CCMH
Cornerstone Capital Management Holdings
New York
$58.1M -$23.4M 13 0.45% Reduced
213
Cortina Asset Management
Cortina Asset Management
Wisconsin
$57.9M +$1.36M 3 2.41% Increased
214
SFM
Systematic Financial Management
New Jersey
$57.8M -$21.2M 6 0.92% Reduced
215
Summit Partners
Summit Partners
Massachusetts
$56.4M +$136K 1 15.34% Increased
216
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$56.2M +$3.55M 7 0.54% Increased
217
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$55.9M +$802K 13 0.68% Increased
218
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$55.8M -$14.1M 2 0.78% Reduced
219
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$55.6M -$30.8M 2 0.66% Reduced
220
CAM
Contour Asset Management
New York
$55.4M +$20.2M 1 3.93% Increased
221
RCM
Roystone Capital Management
New York
$55.4M +$9.8M 2 3.27% Increased
222
Sadoff Investment Management
Sadoff Investment Management
Wisconsin
$55M -$1.06M 2 5.66% Reduced
223
Todd Asset Management
Todd Asset Management
Kentucky
$54.8M -$2.32M 2 1.65% Reduced
224
SI
Sensato Investors
California
$54.5M -$37.2M 4 9.38% Reduced
225
HighTower Advisors
HighTower Advisors
Illinois
$54.5M +$4.13M 8 0.59% Increased