← 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	$6.23B	+$477M	3	1.75%	Increased
2	Capital Research Global Investors Los Angeles, California	$4.8B	+$213M	6	1.78%	Increased
3	Vanguard Group Malvern, Pennsylvania	$4.66B	+$101M	16	0.41%	Increased
4	State Street Boston, Massachusetts	$3.32B	-$8.89M	16	0.37%	Reduced
5	Primecap Management Pasadena, California	$3.11B	-$3.11M	3	3.73%	Reduced
6	Wellington Management Group Boston, Massachusetts	$2.44B	+$95.3M	7	0.7%	Increased
7	BlackRock Institutional Trust San Francisco, California	$2.39B	+$1.94M	16	0.42%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$2.28B	+$23.9M	15	0.52%	Increased
9	Fidelity Investments Boston, Massachusetts	$2.14B	+$113M	14	0.3%	Increased
10	BNP Paribas Financial Markets Paris, France	$1.94B	-$254M	16	1.41%	Reduced
11	Bank of New York Mellon New York	$1.67B	-$162M	15	0.46%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$1.64B	+$84.8M	17	0.5%	Increased
13	Invesco Atlanta, Georgia	$1.61B	+$201K	17	0.64%	Increased
14	JP Morgan Chase New York	$1.33B	-$107M	14	0.38%	Reduced
15	Northern Trust Chicago, Illinois	$1.21B	+$19.1M	17	0.39%	Increased
16	Wells Fargo San Francisco, California	$1.18B	-$7.6M	14	0.51%	Reduced
17	Waddell & Reed Financial Overland Park, Kansas	$1.14B	+$190M	7	1.84%	Increased
18	ClearBridge Investments New York	$1.11B	+$106M	5	1.39%	Increased
19	Ameriprise Minneapolis, Minnesota	$788M	+$49.9M	17	0.48%	Increased
20	Norges Bank Oslo, Norway	$692M	-$65.7M	12	0.4%	Reduced
21	Neuberger Berman Group New York	$690M	+$11.1M	8	0.71%	Increased
22	Capital International Investors Los Angeles, California	$689M	+$88.9M	1	2.14%	Increased
23	Institutional Capital Chicago, Illinois	$685M	-$124M	1	3.31%	Reduced
24	Davis Selected Advisers Tucson, Arizona	$657M	-$6.71M	1	1.61%	Reduced
25	Geode Capital Management Boston, Massachusetts	$602M	+$24.2M	16	0.42%	Increased