← 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	$7.62B	+$88.5M	19	0.55%	Increased
2	Capital Research Global Investors Los Angeles, California	$6.38B	+$408M	7	2.28%	Increased
3	Capital World Investors Los Angeles, California	$4.87B	+$166M	3	1.43%	Increased
4	Fidelity Investments Boston, Massachusetts	$4.04B	+$232M	15	0.58%	Increased
5	State Street Boston, Massachusetts	$3.84B	-$100M	17	0.45%	Reduced
6	Primecap Management Pasadena, California	$3.18B	-$158M	3	3.53%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$2.78B	-$106M	18	0.49%	Reduced
8	Massachusetts Financial Services Boston, Massachusetts	$2.14B	+$274M	6	1.2%	Increased
9	BlackRock Fund Advisors San Francisco, California	$1.95B	-$24.7M	16	0.5%	Reduced
10	JP Morgan Chase New York	$1.85B	+$191M	14	0.49%	Increased
11	T. Rowe Price Associates Baltimore, Maryland	$1.78B	+$615K	15	0.4%	Increased
12	Wellington Management Group Boston, Massachusetts	$1.63B	-$402M	9	0.46%	Reduced
13	Northern Trust Chicago, Illinois	$1.54B	-$70.1M	17	0.51%	Reduced
14	Bank of New York Mellon New York	$1.54B	-$91.2M	17	0.47%	Reduced
15	Invesco Atlanta, Georgia	$1.41B	+$105M	18	0.6%	Increased
16	Capital International Investors Los Angeles, California	$1.34B	+$23.9M	2	2.44%	Increased
17	Ameriprise Minneapolis, Minnesota	$1.18B	+$418M	16	0.73%	Increased
18	Bank of America Charlotte, North Carolina	$1.18B	+$259M	19	0.29%	Increased
19	Wells Fargo San Francisco, California	$1.15B	+$66.3M	19	0.48%	Increased
20	Franklin Resources San Mateo, California	$1.03B	+$324M	6	0.51%	Increased
21	Janus Henderson Investors US Denver, Colorado	$962M	+$131M	5	0.86%	Increased
22	Norges Bank Oslo, Norway	$940M	+$23M	14	0.49%	Increased
23	ClearBridge Investments New York	$935M	+$70M	7	1.12%	Increased
24	Geode Capital Management Boston, Massachusetts	$853M	+$4.1M	18	0.52%	Increased
25	BlackRock Group London, United Kingdom	$807M	+$1.46M	15	0.47%	Increased