← 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
551	Jain Global New York	$66.7M	+$10M	10	0.26%	Increased
552	Shelton Capital Management Denver, Colorado	$66.1M	+$29.5M	12	1.23%	Increased
553	GIPM G2 Investment Partners Management New York	$66M	-$293K	6	12.02%	Reduced
554	IEQ Capital Foster City, California	$65.8M	+$24.3M	10	0.3%	Increased
555	AGAM Avalon Global Asset Management San Francisco, California	$65.8M	-$2.41M	3	7.17%	Reduced
556	ACA Apis Capital Advisors New York	$65.2M	+$20.6M	6	6.34%	Increased
557	Rathbones Group Liverpool, United Kingdom	$65.1M	-$15.7M	5	0.24%	Reduced
558	MUFG Securities EMEA London, United Kingdom	$65.1M	+$40.5M	6	0.68%	Increased
559	Mairs & Power Inc St Paul, Minnesota	$65M	-$3.86M	2	0.6%	Reduced
560	Ceredex Value Advisors Orlando, Florida	$64.9M	+$14.5M	3	1.83%	Increased
561	WCM Investment Management Laguna Beach, California	$64.8M	+$13.7M	7	0.12%	Increased
562	PineBridge Investments New York	$64.6M	+$40M	12	0.53%	Increased
563	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$64.4M	-$25.4M	2	3.86%	Reduced
564	TCM Tributary Capital Management Omaha, Nebraska	$64.1M	-$993K	3	5.27%	Reduced
565	Kestra Advisory Services Austin, Texas	$64M	+$1.65M	11	0.21%	Increased
566	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$64M	-$2.18M	1	3.34%	Reduced
567	AIC AWM Investment Company New York	$63.8M	-$37.2M	2	5.54%	Reduced
568	AustralianSuper Melbourne, Australia	$63.2M	+$43.5M	3	0.27%	Increased
569	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$63.2M	+$4.21M	10	1.62%	Increased
570	NS Night Squared New York	$63.1M	+$13.8M	3	6.79%	Increased
571	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$63.1M	+$39.3K	2	1.43%	Increased
572	Prudential plc London, England, United Kingdom	$62.8M	-$508K	6	0.34%	Reduced
573	Bragg Financial Advisors Charlotte, North Carolina	$62.5M	-$38.6M	3	1.67%	Reduced
574	Kennedy Capital Management St Louis, Missouri	$62.5M	-$58.5M	4	1.11%	Reduced
575	CFM Catalyst Funds Management Sydney NSW, Australia	$61.8M	+$48.8M	7	3.46%	Increased