← 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	BMC Benin Management Corp Wilton, Connecticut	$366K	$0	1	0.16%	Maintained
1452	GC Garde Capital Seattle, Washington	$366K	$0	1	0.09%	Maintained
1453	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$366K	+$177K	1	0.41%	Increased
1454	GW & Wade Wellesley, Massachusetts	$364K	$0	1	0.05%	Maintained
1455	NWP Northstar Wealth Partners West Hartford, Connecticut	$363K	$0	1	0.33%	Maintained
1456	OneDigital Investment Advisors Overland Park, Kansas	$363K	+$373K	5	0.11%	New
1457	ED Exane Derivatives Paris, France	$362K	+$33.2K	3	0.08%	Increased
1458	HC Henshaw Capital Woburn, Massachusetts	$361K	-$99.3K	1	0.04%	Reduced
1459	VNA VNBTrust National Association Charlottesville, Virginia	$358K	$0	1	0.14%	Maintained
1460	NL NWAM LLC Mercer Island, Washington	$357K	-$220K	1	0.06%	Reduced
1461	Carnegie Investment Counsel Pepper Pike, Ohio	$355K	-$51.3K	1	0.04%	Reduced
1462	HT Heritage Trust Oklahoma City, Oklahoma	$355K	-$160K	2	0.14%	Reduced
1463	Brighton Jones LLC Seattle, Washington	$353K	+$368K	1	0.05%	New
1464	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$349K	+$5.69K	1	0.07%	Increased
1465	Reinhart Partners Mequon, Wisconsin	$347K	+$372K	1	0.03%	New
1466	Rathbones Group Liverpool, United Kingdom	$346K	$0	1	0.02%	Maintained
1467	ADL Asset Dedication LLC San Francisco, California	$345K	-$40.6K	1	0.17%	Reduced
1468	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$341K	+$54.1K	4	0.23%	Increased
1469	CCG Cypress Capital Group Palm Beach, Florida	$339K	+$27.3K	1	0.08%	Increased
1470	CCT Chemung Canal Trust Elmira, New York	$338K	+$66.5K	1	0.08%	Increased
1471	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$338K	$0	1	0.08%	Maintained
1472	FG Fiduciary Group Savannah, Georgia	$336K	+$160	1	0.08%	Increased
1473	GEA Glen Eagle Advisors Kingston, New Jersey	$335K	$0	2	0.27%	Maintained
1474	GIM Greylin Investment Management Orange, Virginia	$330K	$0	1	0.08%	Maintained
1475	WP WealthSource Partners San Luis Obispo, California	$330K	-$739K	1	0.11%	Reduced