← 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
1251	Dorsey & Whitney Trust Sioux Falls, South Dakota	$10.2M	+$262K	7	0.5%	Increased
1252	LMCG Investments Boston, Massachusetts	$10.2M	-$8.68M	3	0.55%	Reduced
1253	Norden Group Provo, Utah	$10.2M	+$349K	7	0.84%	Increased
1254	Truvestments Capital Sarasota, Florida	$10.2M	+$276K	14	1.52%	Increased
1255	IIM Ipswich Investment Management Beverly, Massachusetts	$10.2M	-$754K	1	2.14%	Reduced
1256	MI MMCAP International Grand Cayman, Cayman Islands	$10.2M	-$10.5M	1	0.86%	Reduced
1257	NME Notis-McConarty Edward	$10.1M	-$462K	2	4.38%	Reduced
1258	Hel Ved Capital Management Central, Hong Kong	$10.1M	-$8.43M	2	0.74%	Reduced
1259	TritonPoint Partners Chevy Chase, Maryland	$10.1M	+$8.19M	2	0.84%	Increased
1260	CAM Covenant Asset Management Chester, New Jersey	$10.1M	-$176K	3	1.7%	Reduced
1261	Highland Capital Management (Tennessee) Memphis, Tennessee	$10.1M	+$2.73M	3	0.46%	Increased
1262	State of Wyoming Cheyenne, Wyoming	$10.1M	+$1.33M	15	1.02%	Increased
1263	OL Odyssean LLC Darien, Connecticut	$10M	+$2.12M	11	1.62%	Increased
1264	Integrated Advisors Network Dallas, Texas	$10M	-$1.51M	5	0.46%	Reduced
1265	FCM Fourier Capital Management Hong Kong,	$9.9M	+$9.9M	1	15.54%	New
1266	Woodstock Corp Boston, Massachusetts	$9.9M	+$113K	1	0.82%	Increased
1267	SFS Stiles Financial Services Edina, Minnesota	$9.9M	+$29.5K	4	2.48%	Increased
1268	TCOT Trust Company of Toledo Holland, Ohio	$9.9M	+$293K	5	0.82%	Increased
1269	AI Axecap Investments Mason, Ohio	$9.9M	-$12.9K	3	5.45%	Reduced
1270	TrueMark Investments Chicago, Illinois	$9.9M	+$6.94M	4	1.23%	Increased
1271	Clifford Swan Investment Counsel Pasadena, California	$9.8M	-$316K	1	0.32%	Reduced
1272	Americana Partners Houston, Texas	$9.8M	-$676K	3	0.22%	Reduced
1273	Blackstone Inc New York	$9.8M	+$7.47M	6	0.03%	Increased
1274	KA Kerrisdale Advisers Miami, Florida	$9.7M	-$2.57M	2	2.44%	Reduced
1275	Navellier & Associates Reno, Nevada	$9.7M	+$3.04M	4	0.77%	Increased