← 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	LSCM LaSalle Street Capital Management Chicago, Illinois	$225K	+$259K	1	0.21%	New
1327	ACM Alta Capital Management Salt Lake City, Utah	$224K	-$120K	1	0.01%	Reduced
1328	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$224K	+$215K	1	0.01%	New
1329	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$221K	-$238K	1	0.02%	Reduced
1330	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$220K	$0	1	0.04%	Maintained
1331	Mairs & Power Inc St Paul, Minnesota	$219K	$0	1	0%	Maintained
1332	PCA Private Capital Advisors Darien, Connecticut	$218K	+$207K	1	0.08%	New
1333	ATC Argent Trust Co Nashville, Tennessee	$217K	+$206K	1	0.1%	New
1334	FAM Fortaleza Asset Management Chicago, Illinois	$216K	-$118K	3	0.18%	Reduced
1335	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$213K	+$202K	1	0.12%	New
1336	DI Diligent Investors Redlands, California	$213K	+$202K	1	0.2%	New
1337	NC Northpointe Capital Bloomfield Hills, Michigan	$213K	-$60.2K	1	0.03%	Reduced
1338	IB Intrust Bank Wichita, Kansas	$212K	-$47.6K	1	0.09%	Reduced
1339	Thompson Siegel & Walmsley Richmond, Virginia	$211K	$0	1	0%	Maintained
1340	Waverly Advisors Birmingham, Alabama	$211K	-$23.8K	1	0.1%	Reduced
1341	HCM Howland Capital Management Boston, Massachusetts	$210K	-$21.4K	1	0.02%	Reduced
1342	IFB iAB Financial Bank Fort Wayne, Indiana	$210K	+$199K	1	0.13%	New
1343	Picton Mahoney Asset Management Toronto, Ontario, Canada	$210K	+$112K	2	0.01%	Increased
1344	Klingman & Associates New York	$207K	$0	4	0.07%	Maintained
1345	SWK Stephen W. Kidder	$207K	+$209K	1	0.08%	New
1346	WP WealthSource Partners San Luis Obispo, California	$207K	-$498K	1	0.08%	Reduced
1347	AWP Ascent Wealth Partners New Hartford, New York	$206K	+$186K	1	0.11%	New
1348	VAM Verity Asset Management Durham, North Carolina	$205K	+$190K	1	0.2%	New
1349	WA WealthTrust-Arizona Scottsdale, Arizona	$205K	-$13.9K	4	0.13%	Reduced
1350	Carnegie Investment Counsel Pepper Pike, Ohio	$204K	+$13.6K	1	0.03%	Increased