← 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
1201	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$421K	-$80.8K	4	0.08%	Reduced
1202	SHGA Sand Hill Global Advisors Palo Alto, California	$419K	-$89.6K	1	0.07%	Reduced
1203	Haverford Trust Company Radnor, Pennsylvania	$418K	$0	1	0.01%	Maintained
1204	HIP Hatteras Investment Partners Raleigh, North Carolina	$417K	-$893K	1	2.33%	Reduced
1205	CAS Cue Advisory Services Phoenix, Arizona	$412K	$0	1	0.35%	Maintained
1206	WEC Winslow Evans & Crocker Boston, Massachusetts	$407K	+$209K	6	0.12%	Increased
1207	Regents of the University of California Oakland, California	$407K	$0	1	1.37%	Maintained
1208	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$405K	+$59.4K	1	0.37%	Increased
1209	RTS Round Table Services Westfield, New Jersey	$405K	+$435K	1	0.23%	New
1210	Exencial Wealth Advisors Oklahoma City, Oklahoma	$403K	+$65.4K	1	0.18%	Increased
1211	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$401K	+$13.6K	1	0.08%	Increased
1212	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$401K	$0	1	0.07%	Maintained
1213	OIA Optimum Investment Advisors Chicago, Illinois	$397K	-$14.3K	1	0.15%	Reduced
1214	CCM Corsair Capital Management New York	$391K	-$35.7K	1	0.06%	Reduced
1215	WTB Washington Trust Bank Spokane, Washington	$391K	+$46.7K	4	0.1%	Increased
1216	CL CIM LLC Albany, New York	$386K	$0	1	0.19%	Maintained
1217	SIM SSI Investment Management Los Angeles, California	$385K	+$6.06K	2	0.04%	Increased
1218	1GA 1st Global Advisors Dallas, Texas	$383K	+$51K	1	0.05%	Increased
1219	YIA YHB Investment Advisors West Hartford, Connecticut	$381K	+$208K	2	0.08%	Increased
1220	BDF Balasa Dinverno & Foltz	$378K	$0	1	0.07%	Maintained
1221	KT Kanaly Trust Houston, Texas	$378K	+$74.8K	5	0.08%	Increased
1222	ACM Argyle Capital Management Center Valley, Pennsylvania	$376K	$0	1	0.16%	Maintained
1223	KFS Kurt F. Somerville	$376K	$0	1	0.08%	Maintained
1224	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$376K	$0	1	0.21%	Maintained
1225	CWA Cypress Wealth Advisors San Francisco, California	$374K	+$1.96K	1	0.18%	Increased