← 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
1401	Moneta Group Investment Advisors St Louis, Missouri	$7.65M	-$112K	5	0.06%	Reduced
1402	FFL Future Fund LLC Chicago, Illinois	$7.65M	+$7.08M	3	2.19%	New
1403	SWM Scissortail Wealth Management Tulsa, Oklahoma	$7.64M	-$578K	1	1.47%	Reduced
1404	Employees Retirement System of Texas Austin, Texas	$7.63M	+$67.2K	2	0.06%	Increased
1405	Dodge & Cox San Francisco, California	$7.63M	-$321K	1	0%	Reduced
1406	LOIM Liberty One Investment Management Libertyville, Illinois	$7.63M	-$647K	1	0.76%	Reduced
1407	VNA Valley National Advisers Bethlehem, Pennsylvania	$7.59M	-$97.8K	9	0.84%	Reduced
1408	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$7.59M	-$7.77K	1	3.23%	Reduced
1409	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$7.58M	-$107K	1	1.07%	Reduced
1410	FCM FourWorld Capital Management New York	$7.57M	-$276K	1	6.89%	Reduced
1411	BBL Beck Bode LLC Dedham, Massachusetts	$7.57M	+$6.08M	1	1.15%	New
1412	SIG Brokerage New York	$7.56M	+$6.1M	2	0.15%	Increased
1413	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$7.54M	$0	1	1.16%	Maintained
1414	Fisher Asset Management Camas, Washington	$7.5M	+$1.32M	6	0%	Increased
1415	IWA Icon Wealth Advisors Houston, Texas	$7.49M	+$1.76M	4	0.45%	Increased
1416	RG Renaissance Group Covington, Kentucky	$7.47M	-$5.87M	1	0.3%	Reduced
1417	WPI Walter Public Investments Westmount, Canada	$7.45M	-$3.21M	1	1.79%	Reduced
1418	CPL Capital & Planning LLC Jonesboro, Georgia	$7.45M	+$947K	1	3.85%	Increased
1419	DM Diker Management New York	$7.42M	+$3.87M	2	5.71%	Increased
1420	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$7.39M	-$17.8K	1	1.6%	Reduced
1421	UA Unison Advisors Washington, District of Columbia	$7.38M	+$14.2K	3	0.51%	Increased
1422	RB Rodgers Brothers Harmony, Pennsylvania	$7.37M	-$17.8K	1	0.72%	Reduced
1423	WCP Wick Capital Partners Wayne, Pennsylvania	$7.33M	+$5.9M	1	1.11%	Increased
1424	TFS Thoroughbred Financial Services Brentwood, Tennessee	$7.32M	+$1.91M	5	0.35%	Increased
1425	CCM Candelo Capital Management New York	$7.3M	-$2.76M	2	4.5%	Reduced