← 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	Perpetual Ltd Sydney, New South Wales, Australia	$466K	+$48.1K	1	0.04%	Increased
1402	ACM Argyle Capital Management Center Valley, Pennsylvania	$462K	$0	1	0.19%	Maintained
1403	Buckingham Strategic Wealth Clayton, Missouri	$462K	+$42.5K	1	0.11%	Increased
1404	AIA Allegis Investment Advisors Idaho Falls, Idaho	$459K	-$250K	1	0.12%	Reduced
1405	Harfst & Associates Sheridan, Wyoming	$459K	+$101K	1	0.19%	Increased
1406	PK Pflug Koory Omaha, Nebraska	$457K	+$4.19K	2	0.39%	Increased
1407	SSP Sapphire Star Partners Redmond, Washington	$457K	-$424K	2	0.58%	Reduced
1408	UFG United Fire Group Cedar Rapids, Iowa	$457K	$0	2	0.16%	Maintained
1409	KCM Investment Advisors Greenbrae, California	$456K	-$67.3K	1	0.03%	Reduced
1410	NPC National Planning Corporation El Segundo, California	$456K	+$484K	2	0.03%	New
1411	Doyle Wealth Management St. Petersburg, Florida	$455K	+$23.6K	1	0.08%	Increased
1412	Addison Capital Conshohocken, Pennsylvania	$452K	+$32.7K	1	0.36%	Increased
1413	SCM Salem Capital Management Woburn, Massachusetts	$449K	$0	1	0.25%	Maintained
1414	IHT Wealth Management Chicago, Illinois	$445K	+$94.5K	9	0.22%	Increased
1415	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$443K	+$500K	1	0.38%	New
1416	M Holdings Securities Portland, Oregon	$442K	+$437K	1	0.15%	New
1417	DRD Dennis R. Delaney	$440K	+$108K	1	0.89%	Increased
1418	Montecito Bank & Trust Santa Barbara, California	$440K	-$266K	1	0.16%	Reduced
1419	Creative Financial Designs Kokomo, Indiana	$436K	+$69.6K	2	0.28%	Increased
1420	Global Endowment Management Charlotte, North Carolina	$436K	$0	1	0.06%	Maintained
1421	Essex Financial Services Essex, Connecticut	$431K	+$197K	2	0.09%	Increased
1422	Bell Bank Fargo, North Dakota	$422K	+$431K	1	0.15%	New
1423	TCV Trust & Wealth Management Richmond, Virginia	$421K	$0	1	0.06%	Maintained
1424	Greenleaf Trust Kalamazoo, Michigan	$419K	+$45.9K	1	0.01%	Increased
1425	Patriot Financial Group Insurance Agency Westborough, Massachusetts	$418K	+$31.9K	6	0.44%	Increased