← 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
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$85.9M -$20M 5 1.01% Reduced
202
NSLI
Nan Shan Life Insurance
Taiwan
$85.8M +$79.6M 1 2.22% New
203
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$84.9M +$49M 17 0.03% Increased
204
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$80.9M -$13.5M 2 1.21% Reduced
205
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$80.1M -$111K 5 0.37% Reduced
206
Natixis Advisors
Natixis Advisors
Massachusetts
$79.8M +$6.8M 8 0.81% Increased
207
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$79.6M -$22M 8 0.86% Reduced
208
PRO
Pensioenfonds Rail & OV
Netherlands
$79.6M -$1.69M 1 3.31% Reduced
209
Nuveen
Nuveen
North Carolina
$79.2M -$11.5M 11 0.51% Reduced
210
Korea Investment Corp
Korea Investment Corp
South Korea
$78M -$5.81M 4 0.36% Reduced
211
Baird Financial Group
Baird Financial Group
Wisconsin
$76.3M -$1.43M 6 0.54% Reduced
212
RG
Renaissance Group
Kentucky
$76M -$5.7M 4 2.57% Reduced
213
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$75.5M -$24.7M 5 0.42% Reduced
214
ACM
Atlanta Capital Management
Georgia
$75.5M -$3.69M 2 0.4% Reduced
215
DZ Bank
DZ Bank
Germany
$75.5M +$6.58M 4 0.29% Increased
216
GW&K Investment Management
GW&K Investment Management
Massachusetts
$75.4M -$1.82M 2 1.29% Reduced
217
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$75.3M +$2.4M 16 0.67% Increased
218
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$75M +$7.98M 11 0.32% Increased
219
CCMH
Cornerstone Capital Management Holdings
New York
$74.8M -$15.6M 7 0.52% Reduced
220
HighTower Advisors
HighTower Advisors
Illinois
$74.6M -$2.44M 10 0.61% Reduced
221
DAC
Dividend Assets Capital
South Carolina
$74.3M -$7.56M 1 3.33% Reduced
222
Winton Group
Winton Group
United Kingdom
$73.6M +$573K 7 2.13% Increased
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$72.6M -$1.85M 13 0.75% Reduced
224
Todd Asset Management
Todd Asset Management
Kentucky
$72.6M -$12.3M 2 1.96% Reduced
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$72.5M +$12.7M 13 0.71% Increased