← 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
1151	AIM Aspen Investment Management Grand Rapids, Michigan	$533K	+$219K	2	0.44%	Increased
1152	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$532K	+$47.6K	1	0.53%	Increased
1153	VNA Valley National Advisers Bethlehem, Pennsylvania	$532K	+$238	4	0.28%	Increased
1154	CCT Country Club Trust Kansas City, Missouri	$529K	-$91.7K	1	0.08%	Reduced
1155	ECM EagleClaw Capital Management Boston, Massachusetts	$528K	-$201K	1	0.35%	Reduced
1156	PM Penbrook Management New York	$521K	$0	1	0.57%	Maintained
1157	Natixis Paris, France	$520K	+$525K	1	0.01%	New
1158	IIA IPG Investment Advisors San Diego, California	$519K	$0	1	0.21%	Maintained
1159	GA Geneva Advisors Chicago, Illinois	$515K	+$64.8K	1	0.01%	Increased
1160	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$512K	-$10.4K	1	0.03%	Reduced
1161	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$511K	-$440K	2	0.44%	Reduced
1162	BRCM Bright Rock Capital Management Hanover, Massachusetts	$510K	$0	1	0.17%	Maintained
1163	Busey Bank Urbana, Illinois	$500K	$0	1	0.06%	Maintained
1164	SSP Sapphire Star Partners Redmond, Washington	$494K	-$398K	2	0.63%	Reduced
1165	WRM Westport Resources Management Westport, Connecticut	$491K	+$147K	3	0.16%	Increased
1166	FFWA FRG Family Wealth Advisors Bellevue, Washington	$489K	+$59	1	0.22%	Increased
1167	1SB 1ST Source Bank South Bend, Indiana	$488K	+$17.7K	1	0.06%	Increased
1168	SIM Strategic Investment Management Arlington, Virginia	$483K	-$124K	2	0.25%	Reduced
1169	FP FDO Partners Cambridge, Massachusetts	$477K	-$49.1K	1	0.26%	Reduced
1170	HH Hilltop Holdings Dallas, Texas	$475K	-$105K	1	0.15%	Reduced
1171	FMW Farr Miller & Washington Washington, District of Columbia	$470K	$0	1	0.05%	Maintained
1172	TF Tompkins Financial Ithaca, New York	$464K	-$111K	4	0.14%	Reduced
1173	WA WFG Advisors Dallas, Texas	$464K	+$55.3K	9	0.12%	Increased
1174	ST Spinnaker Trust Portland, Maine	$463K	$0	1	0.06%	Maintained
1175	PCM Parsons Capital Management Providence, Rhode Island	$462K	+$20.8K	1	0.06%	Increased