← 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
1126	CCM Investment Advisers Columbia, South Carolina	$13.2M	+$2.98M	1	1.02%	Increased
1127	Sculptor Capital New York	$13.2M	-$302K	2	0.11%	Reduced
1128	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$13.2M	+$398K	2	3.55%	Increased
1129	Evercore Wealth Management New York	$13.1M	-$792K	2	0.19%	Reduced
1130	CFG Cambridge Financial Group Columbus, Ohio	$13.1M	-$95.7K	1	4.55%	Reduced
1131	Brighton Jones LLC Seattle, Washington	$13M	+$1.95M	10	0.24%	Increased
1132	Channing Capital Management Chicago, Illinois	$13M	-$15.1M	1	0.3%	Reduced
1133	HLAM Hidden Lake Asset Management New York	$13M	-$8.21M	1	3.91%	Reduced
1134	TW ticino wealth Mission Viejo, California	$13M	+$33K	3	4.09%	Increased
1135	Aquatic Capital Management Chicago, Illinois	$12.9M	-$2.36M	6	0.44%	Reduced
1136	Granahan Investment Management Waltham, Massachusetts	$12.9M	-$35.1M	1	0.46%	Reduced
1137	CCM Capstone Capital Management Hong Kong,	$12.9M	+$11.6M	9	5.77%	New
1138	Guardian Partners Toronto, Canada	$12.9M	-$946K	1	1.16%	Reduced
1139	Roundview Capital Princeton, New Jersey	$12.9M	+$4.84M	4	0.7%	Increased
1140	Massar Capital Management Stamford, Connecticut	$12.8M	+$10M	5	1.25%	New
1141	Westerkirk Capital Victoria,	$12.8M	-$4.04M	1	1.23%	Reduced
1142	SCM Silvant Capital Management Atlanta, Georgia	$12.8M	-$6.61M	4	0.37%	Reduced
1143	Everence Capital Management Goshen, Indiana	$12.7M	+$1.18M	12	0.67%	Increased
1144	ECP Elwood Capital Partners New York	$12.7M	-$3.28M	2	6.27%	Reduced
1145	Stanley-Laman Group Berwyn, Pennsylvania	$12.7M	-$6.41M	1	1.29%	Reduced
1146	Twin Tree Management Dallas, Texas	$12.7M	+$1.87M	10	0.24%	Increased
1147	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$12.7M	-$3.16M	1	3.73%	Reduced
1148	Integrated Quantitative Investments Bellevue, Washington	$12.6M	+$1.38M	8	2.07%	Increased
1149	Sky Investment Group Hartford, Connecticut	$12.6M	-$107K	1	1.98%	Reduced
1150	Clear Street New York	$12.6M	+$13.4M	5	0.03%	New