← 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
426	SCM Stevens Capital Management Radnor, Pennsylvania	$18.4M	-$15.4M	8	0.69%	Reduced
427	United Capital Financial Advisors Irving, Texas	$18.2M	-$1.37M	3	0.16%	Reduced
428	NPPM North Point Portfolio Managers Orange Village, Ohio	$17.9M	-$121K	1	3.12%	Reduced
429	Oberweis Asset Management Lisle, Illinois	$17.9M	+$1.94M	3	4.91%	Increased
430	BOK Financial Tulsa, Oklahoma	$17.8M	+$1.11M	5	0.56%	Increased
431	Oppenheimer & Co New York	$17.7M	-$2.48M	9	0.49%	Reduced
432	MPM Meritage Portfolio Management Overland Park, Kansas	$17.7M	+$2.45M	3	1.82%	Increased
433	IA Icon Advisers Greenwood Village, Colorado	$17.7M	+$426K	6	1.23%	Increased
434	B BP London, United Kingdom	$17.6M	-$633K	4	0.64%	Reduced
435	WI WBI Investments Red Bank, New Jersey	$17.6M	-$258K	3	0.76%	Reduced
436	MLL Moody Lynn & Lieberson Boston, Massachusetts	$17.5M	+$3.91M	2	2.3%	Increased
437	MC Muhlenkamp & Co Wexford, Pennsylvania	$17.4M	-$36.8K	1	5.45%	Reduced
438	CIBC Asset Management Toronto, Ontario, Canada	$17.3M	+$471K	5	0.12%	Increased
439	Cubist Systematic Strategies Stamford, Connecticut	$17.2M	+$1.03M	13	1.1%	Increased
440	Boston Trust Walden Boston, Massachusetts	$17.2M	-$4.58M	2	0.28%	Reduced
441	ING Group Amsterdam, Netherlands	$17.1M	-$2.76M	6	0.33%	Reduced
442	CCM Cadence Capital Management Boston, Massachusetts	$17M	+$1.6M	4	1.18%	Increased
443	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$16.9M	+$578K	2	2.26%	Increased
444	CC Cipher Capital New York	$16.7M	-$212K	5	1.3%	Reduced
445	WC Walthausen & Co Malta, New York	$16.7M	-$535K	1	1.63%	Reduced
446	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.5M	+$3.23M	1	1.23%	Increased
447	IAMA Impax Asset Management (AIFM) London, United Kingdom	$16.4M	-$1.93M	1	5.12%	Reduced
448	AAM Aureus Asset Management Boston, Massachusetts	$16.3M	-$240K	1	2.74%	Reduced
449	Lido Advisors Los Angeles, California	$16.2M	-$17.5K	1	3.37%	Reduced
450	MPAM Monarch Partners Asset Management Boston, Massachusetts	$16.1M	+$1.41M	3	1.59%	Increased