← 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
AustralianSuper
AustralianSuper
Australia
$88.7M +$81.4M 1 4.01% New
202
LCM
Lakewood Capital Management
New York
$88.6M +$77.2M 1 3.2% New
203
Huntington National Bank
Huntington National Bank
Ohio
$88.4M +$901K 9 1.49% Increased
204
Martingale Asset Management
Martingale Asset Management
Massachusetts
$86.7M +$1.63M 9 1.16% Increased
205
ACI
AMP Capital Investors
Australia
$86.4M +$2.18M 8 0.49% Increased
206
CCMH
Cornerstone Capital Management Holdings
New York
$86.3M -$19M 12 0.68% Reduced
207
GW&K Investment Management
GW&K Investment Management
Massachusetts
$85.8M -$5.58M 2 1.43% Reduced
208
Nuveen
Nuveen
North Carolina
$84.8M +$4.24M 12 0.55% Increased
209
QIM
Quantitative Investment Management
Virginia
$84.4M +$51.9M 7 0.96% Increased
210
Citigroup
Citigroup
New York
$83.4M -$35M 18 0.07% Reduced
211
Todd Asset Management
Todd Asset Management
Kentucky
$80.8M -$8.69M 2 2.24% Reduced
212
Brown Advisory
Brown Advisory
Maryland
$80.7M +$6.32M 5 0.27% Increased
213
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$79.5M -$9.25M 4 0.61% Reduced
214
PRO
Pensioenfonds Rail & OV
Netherlands
$78.7M +$4.46M 1 3.31% Increased
215
Robeco Schweiz
Robeco Schweiz
Switzerland
$78.1M +$13M 8 6.02% Increased
216
RG
Renaissance Group
Kentucky
$78M +$972K 5 2.68% Increased
217
ProShare Advisors
ProShare Advisors
Maryland
$76.7M +$4.17M 10 0.71% Increased
218
Korea Investment Corp
Korea Investment Corp
South Korea
$75.6M -$4.8M 4 0.35% Reduced
219
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$74M +$43.3M 4 0.47% Increased
220
Baird Financial Group
Baird Financial Group
Wisconsin
$73.5M -$1.84M 6 0.55% Reduced
221
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.4M -$11.2M 6 0.42% Reduced
222
ACM
Atlanta Capital Management
Georgia
$71.8M -$2.29M 2 0.41% Reduced
223
DAC
Dividend Assets Capital
South Carolina
$70.8M +$2.65M 1 2.91% Increased
224
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$70.5M +$65.6M 3 0.66% New
225
HighTower Advisors
HighTower Advisors
Illinois
$70.3M +$3.74M 11 0.6% Increased