← 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	$8.68B	+$207M	18	0.56%	Increased
2	Capital Research Global Investors Los Angeles, California	$7.59B	+$310M	7	2.62%	Increased
3	Capital World Investors Los Angeles, California	$5.29B	-$195M	3	1.46%	Reduced
4	State Street Boston, Massachusetts	$4.28B	-$8.96M	17	0.46%	Reduced
5	Primecap Management Pasadena, California	$3.66B	+$5.38M	3	3.8%	Increased
6	Fidelity Investments Boston, Massachusetts	$3.46B	-$439M	15	0.48%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$3.2B	-$65.8M	17	0.53%	Reduced
8	Massachusetts Financial Services Boston, Massachusetts	$2.75B	+$309M	5	1.43%	Increased
9	BlackRock Fund Advisors San Francisco, California	$2.31B	-$20.8M	17	0.53%	Reduced
10	JP Morgan Chase New York	$2.17B	+$81.2M	17	0.55%	Increased
11	Wellington Management Group Boston, Massachusetts	$1.88B	+$505M	11	0.49%	Increased
12	T. Rowe Price Associates Baltimore, Maryland	$1.85B	-$103M	15	0.4%	Reduced
13	Franklin Resources San Mateo, California	$1.79B	+$370M	4	0.95%	Increased
14	Bank of New York Mellon New York	$1.71B	-$79.7M	17	0.52%	Reduced
15	Capital International Investors Los Angeles, California	$1.67B	+$95M	3	2.56%	Increased
16	Northern Trust Chicago, Illinois	$1.54B	-$70.8M	17	0.51%	Reduced
17	Invesco Atlanta, Georgia	$1.43B	-$63.4M	18	0.58%	Reduced
18	Wells Fargo San Francisco, California	$1.2B	-$26.7M	19	0.48%	Reduced
19	Ameriprise Minneapolis, Minnesota	$1.2B	-$208M	16	0.72%	Reduced
20	Bank of America Charlotte, North Carolina	$1.09B	-$130M	19	0.26%	Reduced
21	Norges Bank Oslo, Norway	$1.04B	+$3.05M	14	0.51%	Increased
22	Geode Capital Management Boston, Massachusetts	$994M	+$27.5M	19	0.53%	Increased
23	ClearBridge Investments New York	$989M	-$15.2M	7	1.18%	Reduced
24	BlackRock Group London, United Kingdom	$954M	-$11.4M	15	0.52%	Reduced
25	Dimensional Fund Advisors Austin, Texas	$905M	+$76.2M	19	0.54%	Increased