← 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
1326	M MOTCO San Antonio, Texas	$9.03M	-$104K	9	0.77%	Reduced
1327	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$8.99M	-$16.1M	2	0.38%	Reduced
1328	LGT Fund Management Vaduz, Liechtenstein	$8.95M	+$1.69M	1	0.37%	Increased
1329	AWA Artemis Wealth Advisors New York	$8.95M	+$5.6M	6	1.07%	Increased
1330	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$8.95M	+$4.76M	8	1.38%	Increased
1331	RPA Rock Point Advisors Burlington, Vermont	$8.9M	-$1.57M	1	2.18%	Reduced
1332	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$8.89M	-$128K	2	1.41%	Reduced
1333	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$8.88M	-$717K	3	4.16%	Reduced
1334	HJIM Henry James International Management New York	$8.87M	+$800K	1	2.66%	Increased
1335	FGI Foresight Global Investors Purchase, New York	$8.85M	-$11.2M	2	5.37%	Reduced
1336	IPAM ICICI Prudential Asset Management Mumbai, India	$8.81M	-$14.1K	3	0.96%	Reduced
1337	Kestra Investment Management Austin, Texas	$8.81M	-$152K	4	0.17%	Reduced
1338	LJHT Laurie J. Hall Trustee	$8.79M	-$524K	2	2.73%	Reduced
1339	HH Hilltop Holdings Dallas, Texas	$8.79M	+$1.54M	6	0.68%	Increased
1340	CFSG Community Financial Services Group Newport, Vermont	$8.78M	+$4.33M	4	1.28%	Increased
1341	QCM Qsemble Capital Management New York	$8.77M	+$3.99M	7	1.12%	Increased
1342	Chicago Partners Investment Group Chicago, Illinois	$8.75M	+$2.52M	10	0.18%	Increased
1343	P Paradiem Covington, Louisiana	$8.74M	-$10.2M	1	1.89%	Reduced
1344	DCM Davidson Capital Management Corpus Christi, Texas	$8.73M	+$1.24M	2	1.4%	Increased
1345	Sigma Planning Corp Ann Arbor, Michigan	$8.69M	+$978K	5	0.22%	Increased
1346	ERWM Elk River Wealth Management Denver, Colorado	$8.66M	-$693K	2	1.38%	Reduced
1347	Focus Partners Advisor Solutions Saint Louis, Missouri	$8.65M	+$2.33M	4	0.07%	Increased
1348	DI Deeter Investments Austin, Texas	$8.64M	-$5.59M	2	1.2%	Reduced
1349	Atomi Financial Group New York	$8.62M	+$1.14M	8	0.22%	Increased
1350	CTA Clear Trail Advisors Houston, Texas	$8.62M	+$196K	2	1.32%	Increased