← 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
1476
Western Wealth Management
Western Wealth Management
Colorado
$6.62M +$113K 5 0.22% Increased
1477
NWM
Northcape Wealth Management
New York
$6.57M -$2.55M 2 1.72% Reduced
1478
HTIM
Harbour Trust & Investment Management
Indiana
$6.57M +$3.62M 1 0.63% Increased
1479
NS
NBC Securities
Alabama
$6.56M -$560K 14 0.44% Reduced
1480
VEA
Virtus ETF Advisers
New York
$6.53M +$488K 10 2.5% Increased
1481
CK
Cohen Klingenstein
New York
$6.53M $0 1 0.19% Maintained
1482
FAT
First American Trust
California
$6.5M -$4.49M 3 0.39% Reduced
1483
AC
AXQ Capital
New Jersey
$6.49M +$1.69M 9 0.71% Increased
1484
SC
Skylands Capital
Wisconsin
$6.49M -$492K 1 0.8% Reduced
1485
FG
Fiduciary Group
Georgia
$6.43M -$274K 2 0.5% Reduced
1486
1IA
1834 Investment Advisors
Wisconsin
$6.42M -$1.25M 1 0.73% Reduced
1487
AHL
Abel Hall LLC
Louisiana
$6.42M +$1.31M 13 1.11% Increased
1488
KHCM
Kettle Hill Capital Management
New York
$6.42M -$10.3M 1 1.58% Reduced
1489
ICP
Impact Capital Partners
Colorado
$6.41M +$550K 4 1.75% Increased
1490
PIM
Penobscot Investment Management
Massachusetts
$6.37M +$45.2K 2 0.44% Increased
1491
BCM
Barometer Capital Management
Ontario, Canada
$6.36M +$2.17M 2 1.77% Increased
1492
BOC
Barbara Oil Co
Illinois
$6.36M $0 2 2.14% Maintained
1493
FWP
FAS Wealth Partners
Kansas
$6.36M +$297K 2 0.33% Increased
1494
Central Trust Company
Central Trust Company
Missouri
$6.35M +$227K 6 0.11% Increased
1495
FSA
Franklin Street Advisors
North Carolina
$6.34M $0 2 0.35% Maintained
1496
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$6.33M -$1.31M 15 0.22% Reduced
1497
SRL
Scientech Research LLC
New Jersey
$6.32M +$4.06M 6 5.13% Increased
1498
MCM
MV Capital Management
Maryland
$6.32M -$101K 12 0.56% Reduced
1499
TAM
Trust Asset Management
Texas
$6.3M -$96.2K 4 0.39% Reduced
1500
HPIA
Hamilton Point Investment Advisors
North Carolina
$6.3M +$29.4K 1 0.89% Increased