← 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
1451	1C 111 Capital Paris, France	$6.94M	+$251K	5	1.19%	Increased
1452	IAM Iridian Asset Management Westport, Connecticut	$6.9M	-$1.53M	1	2.37%	Reduced
1453	PFC Phocas Financial Corp Alameda, California	$6.88M	-$1.86M	1	0.96%	Reduced
1454	SAM Sompo Asset Management Tokyo, Japan	$6.88M	-$570K	1	1.13%	Reduced
1455	Leonteq Securities AG Zurich, Switzerland	$6.86M	+$1.77M	15	0.24%	Increased
1456	PCP Proficio Capital Partners Newton, Massachusetts	$6.84M	+$1.68M	6	0.25%	Increased
1457	WPC White Pine Capital Bloomington, Minnesota	$6.82M	-$5.92M	4	1.61%	Reduced
1458	SAM Sunstone Asset Management New York	$6.82M	+$562K	2	7.38%	Increased
1459	BDL Banque de Luxembourg Luxembourg	$6.78M	-$95.4K	1	3.2%	Reduced
1460	Belpointe Asset Management Reno, Nevada	$6.78M	-$203K	4	0.22%	Reduced
1461	I InceptionR Lafayette, California	$6.76M	+$4.28M	10	1.66%	Increased
1462	PCG Prosperity Consulting Group Owings Mills, Maryland	$6.76M	+$1.15M	3	0.26%	Increased
1463	BNP Paribas Paris, France	$6.75M	+$5.1M	3	0.18%	Increased
1464	Sumitomo Mitsui Financial Group Tokyo, Japan	$6.73M	+$497K	1	0.13%	Increased
1465	TIS Titan Investment Solutions London,	$6.71M	-$7.29M	1	0.75%	Reduced
1466	Capstone Investment Advisors New York	$6.71M	+$497K	6	0.01%	Increased
1467	RAM Robinhood Asset Management Menlo Park, California	$6.7M	+$6.05M	1	0.36%	New
1468	AWCI Alpine Woods Capital Investors Purchase, New York	$6.69M	-$1.51M	1	1.45%	Reduced
1469	BCM Buckhead Capital Management Atlanta, Georgia	$6.68M	-$1.11M	1	2.29%	Reduced
1470	VCM Versant Capital Management Phoenix, Arizona	$6.68M	-$209K	20	0.6%	Reduced
1471	WPC Waters Parkerson & Co New Orleans, Louisiana	$6.68M	-$678K	2	0.33%	Reduced
1472	AIM Anchor Investment Management Columbia, South Carolina	$6.66M	+$114K	6	0.5%	Increased
1473	Krilogy Financial St. Louis, Missouri	$6.63M	+$588K	7	0.2%	Increased
1474	HAM Harber Asset Management Asheville, North Carolina	$6.63M	-$2.26M	2	3.98%	Reduced
1475	KIC Kensington Investment Counsel Long Beach, California	$6.63M	-$260K	1	2.88%	Reduced