← 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
Todd Asset Management
Todd Asset Management
Kentucky
$73.7M -$14.6M 2 2.1% Reduced
202
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$73.4M +$44M 8 0.88% Increased
203
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.5M +$7.23M 8 0.38% Increased
204
Nuveen
Nuveen
North Carolina
$72.3M -$4.1M 11 0.46% Reduced
205
CAM
Cortina Asset Management
Wisconsin
$71.6M -$4.1M 3 3.03% Reduced
206
Two Sigma Investments
Two Sigma Investments
New York
$71.4M -$82.7M 10 0.26% Reduced
207
Korea Investment Corp
Korea Investment Corp
South Korea
$71.1M -$6.25M 4 0.33% Reduced
208
RG
Renaissance Group
Kentucky
$69.3M -$3.15M 5 2.54% Reduced
209
Coatue Management
Coatue Management
New York
$68.7M +$73.6M 1 0.62% New
210
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$68.1M +$4.25M 6 0.6% Increased
211
Baird Financial Group
Baird Financial Group
Wisconsin
$67.8M -$44.9K 6 0.53% Reduced
212
ACM
Atlanta Capital Management
Georgia
$67.7M +$3.84M 2 0.4% Increased
213
Westfield Capital Management
Westfield Capital Management
Massachusetts
$67.3M -$21.5M 3 0.57% Reduced
214
PRO
Pensioenfonds Rail & OV
Netherlands
$66.8M +$1.33M 1 3.12% Increased
215
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$66.5M +$25.8M 13 0.03% Increased
216
MC
Montag & Caldwell
Georgia
$65.2M +$64.8M 3 1.92% Increased
217
Riverbridge Partners
Riverbridge Partners
Minnesota
$65.1M +$22.2M 3 1.24% Increased
218
HighTower Advisors
HighTower Advisors
Illinois
$64.5M -$5.97M 9 0.58% Reduced
219
ProShare Advisors
ProShare Advisors
Maryland
$63.9M +$12M 12 0.64% Increased
220
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$63.4M -$2.25M 1 2.76% Reduced
221
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.1M +$45.2M 7 0.41% Increased
222
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$61.3M -$1.63M 13 0.72% Reduced
223
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$60.7M -$208K 9 0.42% Reduced
224
Westwood Holdings Group
Westwood Holdings Group
Texas
$60.5M +$140K 2 0.49% Increased
225
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$60.5M +$87.9K 8 0.46% Increased