← 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
1176	JIP Jaffetilchin Investment Partners Tampa, Florida	$459K	+$415K	1	0.14%	New
1177	CBN Cadence Bank NA Houston, Texas	$455K	-$818K	1	0.22%	Reduced
1178	Krilogy Financial St. Louis, Missouri	$455K	-$80.1K	4	0.16%	Reduced
1179	YP Yellowstone Partners Idaho Falls, Idaho	$454K	-$15.4K	1	0.2%	Reduced
1180	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$452K	$0	1	0.25%	Maintained
1181	B BancorpSouth Tupelo, Mississippi	$451K	-$18.9K	2	0.05%	Reduced
1182	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$451K	-$1.81M	1	0.06%	Reduced
1183	SWA Sutton Wealth Advisors Tampa, Florida	$450K	+$7.41K	10	0.43%	Increased
1184	COI Connable Office Inc Kalamazoo, Michigan	$445K	$0	1	0.12%	Maintained
1185	Jensen Investment Management Lake Oswego, Oregon	$445K	-$22K	1	0.01%	Reduced
1186	SEC Seven Eight Capital New York	$445K	-$1.22M	3	0.15%	Reduced
1187	WA WealthTrust Axiom Wayne, Pennsylvania	$438K	$0	2	0.17%	Maintained
1188	CIM CenturyLink Investment Management Denver, Colorado	$435K	$0	1	0.15%	Maintained
1189	CS Credential Securities Vancouver,	$433K	+$2.85K	1	0.23%	Increased
1190	Wealthspire Advisors (Maryland) Potomac, Maryland	$433K	-$53K	6	0.07%	Reduced
1191	PMFA Plante Moran Financial Advisors Southfield, Michigan	$432K	+$12.8K	7	0.31%	Increased
1192	HCMNY Howard Capital Management (New York) New York	$431K	-$15.8K	1	0.08%	Reduced
1193	PL Parkwood LLC Cleveland, Ohio	$431K	-$26.1K	2	0.07%	Reduced
1194	TFA Toth Financial Advisory Leesburg, Virginia	$430K	+$464K	1	0.13%	New
1195	Grimes & Company Westborough, Massachusetts	$429K	+$119	1	0.06%	Increased
1196	Quadrant Capital Group Cincinnati, Ohio	$427K	+$49.1K	12	0.29%	Increased
1197	BAM Burnham Asset Management New York	$426K	-$327K	1	0.12%	Reduced
1198	LIC Lodestar Investment Counsel Chicago, Illinois	$426K	+$57.8K	1	0.06%	Increased
1199	KIA KCM Investment Advisors Greenbrae, California	$425K	-$14.8K	1	0.03%	Reduced
1200	SignatureFD Atlanta, Georgia	$423K	+$148K	6	0.06%	Increased