← 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	Vanguard Group Malvern, Pennsylvania	$5.95B	+$65.2M	17	0.46%	Increased
2	Capital Research Global Investors Los Angeles, California	$5.42B	-$272M	5	1.88%	Reduced
3	Capital World Investors Los Angeles, California	$4.77B	-$492M	3	1.34%	Reduced
4	State Street Boston, Massachusetts	$3.52B	+$75.6M	16	0.38%	Increased
5	Primecap Management Pasadena, California	$3.32B	+$31.9M	3	3.55%	Increased
6	BlackRock Institutional Trust San Francisco, California	$2.67B	+$84M	17	0.45%	Increased
7	Wellington Management Group Boston, Massachusetts	$2.05B	-$510M	7	0.57%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$2B	-$265M	14	0.44%	Reduced
9	Fidelity Investments Boston, Massachusetts	$1.9B	-$74.8M	14	0.26%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$1.82B	+$38.3M	17	0.51%	Increased
11	Bank of New York Mellon New York	$1.51B	-$79.9M	15	0.41%	Reduced
12	Invesco Atlanta, Georgia	$1.44B	-$87.4M	17	0.58%	Reduced
13	Waddell & Reed Financial Overland Park, Kansas	$1.41B	+$201M	7	1.95%	Increased
14	Northern Trust Chicago, Illinois	$1.34B	+$49.7M	17	0.42%	Increased
15	JP Morgan Chase New York	$1.21B	-$144M	12	0.29%	Reduced
16	ClearBridge Investments New York	$1.02B	+$52.9M	6	1.13%	Increased
17	Capital International Investors Los Angeles, California	$997M	-$52.3M	1	2.43%	Reduced
18	Wells Fargo San Francisco, California	$941M	-$68.1M	19	0.39%	Reduced
19	Massachusetts Financial Services Boston, Massachusetts	$835M	+$731M	4	0.44%	Increased
20	Norges Bank Oslo, Norway	$793M	-$782M	13	0.43%	Reduced
21	Ameriprise Minneapolis, Minnesota	$737M	-$119M	19	0.44%	Reduced
22	Bank of America Charlotte, North Carolina	$727M	+$136M	18	0.24%	Increased
23	Neuberger Berman Group New York	$711M	+$36M	8	0.73%	Increased
24	BlackRock Group London, United Kingdom	$691M	+$54.1M	14	0.4%	Increased
25	Geode Capital Management Boston, Massachusetts	$666M	-$1.09M	16	0.43%	Reduced