← 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
701
BBCM
Broad Bay Capital Management
New York
$40.3M -$8.8M 1 3.76% Reduced
702
EP Wealth Advisors
EP Wealth Advisors
California
$40.1M +$18.3M 11 0.15% Increased
703
Burney Company
Burney Company
Virginia
$40.1M -$9.37M 5 1.08% Reduced
704
MC
Metropolis Capital
United Kingdom
$40.1M -$267M 1 1.16% Reduced
705
YCM
Yaupon Capital Management
New York
$40.1M +$29.1M 2 0.79% Increased
706
AWM
Absher Wealth Management
North Carolina
$40M -$7.59M 2 4.56% Reduced
707
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$40M +$2.83M 13 0.38% Increased
708
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$39.9M -$122M 2 0.67% Reduced
709
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$39.7M -$3.66M 2 1.65% Reduced
710
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$39.6M -$888K 14 0.88% Reduced
711
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$39.5M -$55.9M 1 1.22% Reduced
712
ACP
Avantyr Capital Partners
New York
$39.1M +$35.3M 1 1.44% New
713
ACB
Aristotle Capital Boston
Massachusetts
$39.1M -$34.3M 1 2.62% Reduced
714
HCM
Hodges Capital Management
Texas
$39.1M -$38.4M 4 2.59% Reduced
715
Meyer Handelman Company
Meyer Handelman Company
New York
$39M -$1.05M 1 1.1% Reduced
716
EIA
Emerald Investment Advisers
Pennsylvania
$38.8M +$6.27M 5 2.58% Increased
717
Chilton Investment Company
Chilton Investment Company
Connecticut
$38.5M -$10.5M 4 0.92% Reduced
718
CIA
Capital Impact Advisors
Massachusetts
$38.4M +$41.7M 1 2.15% New
719
RIM
Ranger Investment Management
Texas
$38.2M -$15.9M 1 2.42% Reduced
720
Sit Investment Associates
Sit Investment Associates
Minnesota
$38.1M +$6.95M 4 0.72% Increased
721
CastleKnight Management
CastleKnight Management
New York
$38.1M +$22.3M 5 0.52% Increased
722
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$38.1M +$2.72M 8 0.18% Increased
723
PSC
Portman Square Capital
United Kingdom
$38M -$61.3M 2 1.8% Reduced
724
Arax Advisory Partners
Arax Advisory Partners
Colorado
$37.7M +$27.9M 21 0.25% Increased
725
ACM
Alight Capital Management
New York
$37.7M +$19.6M 4 5.29% Increased