← 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
1	Capital World Investors Los Angeles, California	$4.6B	+$4.69B	2	1.49%	New
2	Vanguard Group Malvern, Pennsylvania	$3.81B	+$3.82B	16	0.4%	New
3	Capital Research Global Investors Los Angeles, California	$3.38B	+$3.46B	6	1.44%	New
4	State Street Boston, Massachusetts	$2.76B	+$2.77B	15	0.36%	New
5	Primecap Management Pasadena, California	$2.61B	+$2.62B	3	3.74%	New
6	BNP Paribas Financial Markets Paris, France	$2.21B	+$317M	11	1.56%	New
7	T. Rowe Price Associates Baltimore, Maryland	$2.15B	+$2.14B	14	0.57%	New
8	BlackRock Institutional Trust San Francisco, California	$2.06B	+$2.06B	16	0.42%	New
9	Fidelity Investments Boston, Massachusetts	$2.01B	+$1.95B	15	0.33%	New
10	Wellington Management Group Boston, Massachusetts	$1.92B	+$1.94B	6	0.63%	New
11	Bank of New York Mellon New York	$1.55B	+$1.56B	16	0.49%	New
12	Invesco Atlanta, Georgia	$1.34B	+$1.35B	17	0.62%	New
13	BlackRock Fund Advisors San Francisco, California	$1.31B	+$1.31B	17	0.48%	New
14	JP Morgan Chase New York	$1.24B	+$1.25B	14	0.39%	New
15	Northern Trust Chicago, Illinois	$1.05B	+$1.06B	17	0.38%	New
16	ClearBridge Investments New York	$890M	+$846M	5	1.36%	New
17	Wells Fargo San Francisco, California	$867M	+$873M	15	0.45%	New
18	Waddell & Reed Financial Overland Park, Kansas	$812M	+$785M	6	1.69%	New
19	Harris Associates Chicago, Illinois	$692M	+$709M	1	1.45%	New
20	Norges Bank Oslo, Norway	$686M	+$679M	12	0.43%	New
21	Institutional Capital Chicago, Illinois	$678M	+$695M	1	3.5%	New
22	Ameriprise Minneapolis, Minnesota	$603M	+$604M	17	0.42%	New
23	Artisan Partners Milwaukee, Wisconsin	$540M	+$526M	3	1.16%	New
24	Davis Selected Advisers Tucson, Arizona	$528M	+$542M	1	1.34%	New
25	Neuberger Berman Group New York	$521M	+$534M	6	0.62%	New