← 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	$8.73B	+$267M	19	0.59%	Increased
2	Capital Research Global Investors Los Angeles, California	$6.94B	-$191M	7	2.28%	Reduced
3	Capital World Investors Los Angeles, California	$5.03B	-$490M	3	1.36%	Reduced
4	Fidelity Investments Boston, Massachusetts	$4.87B	+$230M	17	0.62%	Increased
5	State Street Boston, Massachusetts	$4.51B	-$162M	17	0.48%	Reduced
6	Primecap Management Pasadena, California	$3.51B	-$7.57M	3	3.45%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$3.31B	-$166M	18	0.53%	Reduced
8	Wellington Management Group Boston, Massachusetts	$2.27B	-$249M	8	0.59%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$2.26B	-$300M	16	0.54%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$2.01B	+$233M	7	1.02%	Increased
11	T. Rowe Price Associates Baltimore, Maryland	$1.94B	+$59.5M	15	0.4%	Increased
12	Northern Trust Chicago, Illinois	$1.84B	-$15.9M	18	0.55%	Reduced
13	JP Morgan Chase New York	$1.83B	+$188M	15	0.43%	Increased
14	Bank of New York Mellon New York	$1.83B	-$103M	17	0.5%	Reduced
15	Invesco Atlanta, Georgia	$1.49B	-$66.3M	18	0.58%	Reduced
16	Capital International Investors Los Angeles, California	$1.39B	+$53.3M	2	2.36%	Increased
17	Wells Fargo San Francisco, California	$1.22B	-$41.3M	20	0.47%	Reduced
18	Bank of America Charlotte, North Carolina	$1.09B	+$50.3M	19	0.36%	Increased
19	Norges Bank Oslo, Norway	$1.05B	+$30.7M	14	0.52%	Increased
20	Ameriprise Minneapolis, Minnesota	$1.03B	-$207M	16	0.59%	Reduced
21	Janus Henderson Investors US Denver, Colorado	$980M	+$205M	5	0.81%	Increased
22	Geode Capital Management Boston, Massachusetts	$973M	+$95.5M	18	0.56%	Increased
23	Dimensional Fund Advisors Austin, Texas	$952M	-$87.6M	19	0.58%	Reduced
24	ClearBridge Investments New York	$913M	+$60.7M	6	0.97%	Increased
25	BlackRock Group London, United Kingdom	$909M	+$820K	15	0.49%	Increased