← 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
1226	PSI Pinnacle Summer Investments Fairfax, Virginia	$143K	+$13.9K	4	0.02%	Increased
1227	PC Passport Capital San Francisco, California	$140K	+$139K	1	0%	New
1228	GAM Gemmer Asset Management Walnut Creek, California	$138K	+$519	10	0.09%	Increased
1229	PAS Partnervest Advisory Services Santa Barbara, California	$138K	+$67.9K	5	0.06%	Increased
1230	OAM Orinda Asset Management Lafayette, California	$135K	+$121K	1	0.26%	New
1231	HPBT High Point Bank & Trust High Point, North Carolina	$131K	$0	2	0.04%	Maintained
1232	RBF Capital San Francisco, California	$130K	$0	1	0.03%	Maintained
1233	BCM Beck Capital Management Austin, Texas	$128K	$0	1	0.09%	Maintained
1234	DA Denali Advisors San Diego, California	$119K	$0	1	0.03%	Maintained
1235	RCMB Revelation Capital Management (Bermuda) Hamilton, Bermuda	$118K	+$105K	1	1.4%	New
1236	UBS O'Connor Chicago, Illinois	$109K	+$108K	1	0%	New
1237	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$102K	$0	1	0.06%	Maintained
1238	HI Hudock Inc Williamsport, Pennsylvania	$102K	+$10.8K	3	0.12%	Increased
1239	MIC MU Investments Company Tokyo, Japan	$102K	$0	2	0.05%	Maintained
1240	SCM Southport Capital Management Chattanooga, Tennessee	$95K	+$94.3K	1	0.06%	New
1241	ACM Axel Capital Management New York	$92K	$0	1	0.17%	Maintained
1242	GSC Ground Swell Capital Folly Beach, South Carolina	$88K	+$84.9K	6	0.17%	New
1243	VAM Visionary Asset Management Houston, Texas	$88K	+$85.7K	3	0.02%	New
1244	CRCP Copper Rock Capital Partners Boston, Massachusetts	$84K	$0	1	0.01%	Maintained
1245	IC IKOS CIF Limassol, Cyprus	$84K	-$620K	1	0.27%	Reduced
1246	HCP Holt Capital Partners Fort Worth, Texas	$80K	$0	1	0.04%	Maintained
1247	JIC Joel Isaacson & Co New York	$80K	+$4.23K	2	0.03%	Increased
1248	PIA Piedmont Investment Advisors Durham, North Carolina	$78.1K	-$28.6K	1	0%	Reduced
1249	FFC First Financial Corp Terre Haute, Indiana	$76K	$0	2	0.04%	Maintained
1250	ST Stifel Trust St. Louis, Missouri	$75K	-$163K	4	0.01%	Reduced