← 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	$6.76B	+$123M	17	0.49%	Increased
2	Capital Research Global Investors Los Angeles, California	$6.04B	-$33.7M	5	2.05%	Reduced
3	Capital World Investors Los Angeles, California	$5.46B	+$107M	3	1.48%	Increased
4	State Street Boston, Massachusetts	$4.06B	+$126M	16	0.4%	Increased
5	Primecap Management Pasadena, California	$3.65B	+$50.2M	3	3.7%	Increased
6	BlackRock Institutional Trust San Francisco, California	$2.9B	-$79.6M	17	0.46%	Reduced
7	Fidelity Investments Boston, Massachusetts	$2.45B	+$443M	16	0.32%	Increased
8	Wellington Management Group Boston, Massachusetts	$2.2B	-$102M	6	0.58%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$2.13B	+$120M	16	0.53%	Increased
10	T. Rowe Price Associates Baltimore, Maryland	$2.1B	-$119M	14	0.45%	Reduced
11	Bank of New York Mellon New York	$1.84B	+$153M	16	0.48%	Increased
12	Northern Trust Chicago, Illinois	$1.56B	+$59.6M	17	0.47%	Increased
13	Massachusetts Financial Services Boston, Massachusetts	$1.41B	+$448M	6	0.72%	Increased
14	Invesco Atlanta, Georgia	$1.41B	-$197M	18	0.54%	Reduced
15	JP Morgan Chase New York	$1.36B	+$3.2M	12	0.31%	Increased
16	Capital International Investors Los Angeles, California	$1.19B	+$64.6M	1	2.42%	Increased
17	Waddell & Reed Financial Overland Park, Kansas	$1.1B	-$338M	6	1.53%	Reduced
18	Wells Fargo San Francisco, California	$1.01B	-$36.6M	19	0.4%	Reduced
19	ClearBridge Investments New York	$942M	+$16.5M	6	0.99%	Increased
20	Norges Bank Oslo, Norway	$888M	+$22.5M	13	0.45%	Increased
21	Ameriprise Minneapolis, Minnesota	$840M	-$26.1M	14	0.49%	Reduced
22	Bank of America Charlotte, North Carolina	$813M	-$35.6M	17	0.29%	Reduced
23	BlackRock Group London, United Kingdom	$802M	+$25.1M	14	0.43%	Increased
24	Geode Capital Management Boston, Massachusetts	$756M	+$12.2M	17	0.45%	Increased
25	Neuberger Berman Group New York	$750M	-$24.5M	8	0.78%	Reduced