← 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	$8.88B	+$1.14B	19	0.6%	Increased
2	Capital Research Global Investors Los Angeles, California	$7.67B	+$1.03B	7	2.63%	Increased
3	Capital World Investors Los Angeles, California	$5.86B	-$80.6M	3	1.58%	Reduced
4	State Street Boston, Massachusetts	$4.91B	+$327M	17	0.5%	Increased
5	Fidelity Investments Boston, Massachusetts	$4.79B	+$1.77B	16	0.61%	Increased
6	Primecap Management Pasadena, California	$3.93B	+$2.68M	3	3.84%	Increased
7	BlackRock Institutional Trust San Francisco, California	$3.66B	+$342M	18	0.57%	Increased
8	BlackRock Fund Advisors San Francisco, California	$2.71B	+$248M	16	0.65%	Increased
9	Wellington Management Group Boston, Massachusetts	$2.58B	+$80.5M	8	0.66%	Increased
10	Bank of New York Mellon New York	$2.56B	-$31.5M	17	0.67%	Reduced
11	T. Rowe Price Associates Baltimore, Maryland	$2.05B	-$214M	15	0.42%	Reduced
12	Northern Trust Chicago, Illinois	$1.94B	+$177M	18	0.58%	Increased
13	Massachusetts Financial Services Boston, Massachusetts	$1.9B	+$343M	6	0.96%	Increased
14	JP Morgan Chase New York	$1.72B	+$191M	14	0.39%	Increased
15	Invesco Atlanta, Georgia	$1.62B	+$36.1M	18	0.63%	Increased
16	Capital International Investors Los Angeles, California	$1.48B	+$205M	2	2.69%	Increased
17	Wells Fargo San Francisco, California	$1.31B	+$166M	20	0.51%	Increased
18	Waddell & Reed Financial Overland Park, Kansas	$1.26B	+$92.9M	6	1.75%	Increased
19	Ameriprise Minneapolis, Minnesota	$1.24B	+$185M	16	0.71%	Increased
20	Dimensional Fund Advisors Austin, Texas	$1.1B	+$383M	19	0.69%	Increased
21	Norges Bank Oslo, Norway	$1.09B	+$77.4M	14	0.53%	Increased
22	ClearBridge Investments New York	$1.07B	+$41.4M	6	1.11%	Increased
23	Bank of America Charlotte, North Carolina	$1.06B	+$77.4M	19	0.36%	Increased
24	BlackRock Group London, United Kingdom	$958M	+$55.8M	15	0.52%	Increased
25	Geode Capital Management Boston, Massachusetts	$924M	+$72.5M	17	0.53%	Increased