← 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	1ST Source Bank South Bend, Indiana	$327K	-$16.6K	1	0.04%	Reduced
1127	Benjamin F. Edwards & Company St. Louis, Missouri	$326K	+$5.72K	4	0.08%	Increased
1128	Wolverine Asset Management Chicago, Illinois	$324K	-$806K	1	0.01%	Reduced
1129	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$323K	+$316K	1	0.16%	New
1130	CBN Cadence Bank NA Houston, Texas	$318K	-$5.04K	1	0.17%	Reduced
1131	Checchi Capital Advisers Beverly Hills, California	$316K	+$79.5K	1	0.14%	Increased
1132	AP Alydar Partners Boston, Massachusetts	$315K	-$6.43M	1	0.03%	Reduced
1133	Moneta Group Investment Advisors St Louis, Missouri	$314K	+$282K	1	0.17%	New
1134	Balasa Dinverno & Foltz	$312K	+$1.4K	1	0.04%	Increased
1135	Regents of the University of California Oakland, California	$311K	+$303K	1	0.17%	New
1136	WAM Westport Asset Management Southport, Connecticut	$310K	-$860K	1	0.12%	Reduced
1137	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$306K	-$28K	1	0.06%	Reduced
1138	Rathbones Group Liverpool, United Kingdom	$303K	+$296K	1	0.02%	New
1139	1919 Investment Counsel Baltimore, Maryland	$297K	-$52.8K	3	0.01%	Reduced
1140	TCV Trust & Wealth Management Richmond, Virginia	$297K	+$14K	1	0.05%	Increased
1141	CWM Concert Wealth Management San Jose, California	$294K	-$20K	1	0.04%	Reduced
1142	Roundview Capital Princeton, New Jersey	$293K	+$286K	1	0.12%	New
1143	Alpha Cubed Investments Irvine, California	$292K	$0	1	0.13%	Maintained
1144	FPC Falcon Point Capital San Francisco, California	$292K	-$152K	2	0.29%	Reduced
1145	ACM Argyle Capital Management Center Valley, Pennsylvania	$287K	$0	1	0.13%	Maintained
1146	KFS Kurt F. Somerville	$287K	$0	1	0.11%	Maintained
1147	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$287K	$0	1	0.15%	Maintained
1148	Nichols & Pratt Advisers Boston, Massachusetts	$286K	-$7.46K	1	0.02%	Reduced
1149	NES New England Securities New York	$285K	+$82.2K	6	0.1%	Increased
1150	Appleton Partners Boston, Massachusetts	$280K	+$13.5K	1	0.07%	Increased