← 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
1501	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$6.28M	-$54.8K	2	0.34%	Reduced
1502	Venture Visionary Partners Sylvania, Ohio	$6.27M	+$2.19M	2	0.17%	Increased
1503	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$6.27M	-$372K	1	1.66%	Reduced
1504	MB MidFirst Bank Oklahoma City, Oklahoma	$6.24M	+$14.8K	6	0.44%	Increased
1505	CT Caldwell Trust Venice, Florida	$6.23M	+$489K	4	0.5%	Increased
1506	BC Beaconlight Capital New York	$6.22M	-$22.1M	2	2.19%	Reduced
1507	GH GAM Holding Zurich, Switzerland	$6.18M	-$910K	5	0.47%	Reduced
1508	DL Dockside LLC New York	$6.18M	+$5.73M	2	1.45%	New
1509	DC Diametric Capital Boston, Massachusetts	$6.17M	+$1.61M	6	0.65%	Increased
1510	RP Rowlandmiller & Partners Atlanta, Georgia	$6.15M	-$84.9K	3	1.12%	Reduced
1511	Bridges Investment Management Omaha, Nebraska	$6.14M	-$144K	3	0.07%	Reduced
1512	GCM Greenland Capital Management New York	$6.14M	-$8.39M	8	0.76%	Reduced
1513	CI Cigna Investments Bloomfield, Connecticut	$6.14M	+$190K	6	0.79%	Increased
1514	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$6.13M	-$514K	1	0.66%	Reduced
1515	CANC Culbertson A N & Co Charlottesville, Virginia	$6.13M	-$30.5K	1	0.71%	Reduced
1516	PWP Principle Wealth Partners Madison, Connecticut	$6.13M	-$135K	3	0.3%	Reduced
1517	EPW Evolve Private Wealth Los Angeles, California	$6.12M	-$3.27M	9	0.37%	Reduced
1518	DC Dendur Capital New York	$6.1M	+$5.51M	1	0.32%	New
1519	CWM Centric Wealth Management Chicago, Illinois	$6.09M	$0	2	0.95%	Maintained
1520	Capital Analysts LLC Fort Washington, Pennsylvania	$6.09M	-$543K	6	0.14%	Reduced
1521	DF DNCA Finance Paris, France	$6.08M	-$1.17M	1	0.29%	Reduced
1522	Valeo Financial Advisors Carmel, Indiana	$6.08M	+$1.13M	7	0.13%	Increased
1523	CCA Checchi Capital Advisers Beverly Hills, California	$6.03M	-$42K	4	0.27%	Reduced
1524	Groupama Asset Management Paris, France	$6.03M	-$10.2K	4	0.08%	Reduced
1525	CCP Clough Capital Partners Boston, Massachusetts	$6.02M	+$74.3K	2	0.49%	Increased