← 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	SIC SFE Investment Counsel Los Angeles, California	$289K	+$45.1K	1	0.12%	Increased
1502	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$288K	+$300K	1	0.15%	New
1503	DLG Daniel L. Goodwin	$287K	$0	1	0.13%	Maintained
1504	EMG ETF Managers Group Summit, New Jersey	$282K	+$291K	6	0.02%	New
1505	Advent Capital Management New York	$281K	+$301K	1	0.01%	New
1506	FCMT Founders Capital Management (Texas) Houston, Texas	$281K	$0	2	0.25%	Maintained
1507	Mairs & Power Inc St Paul, Minnesota	$281K	-$19.6K	1	0%	Reduced
1508	SS Sunbelt Securities Houston, Texas	$280K	-$217K	1	0.53%	Reduced
1509	Forvis Mazars Wealth Advisors Springfield, Missouri	$279K	-$27.2K	1	0.03%	Reduced
1510	IWA Inspirion Wealth Advisors Libertyville, Illinois	$278K	$0	1	0.15%	Maintained
1511	CAM Chesapeake Asset Management New York	$277K	-$2.22M	1	0.26%	Reduced
1512	ICM IMS Capital Management Portland, Oregon	$277K	+$289K	1	0.26%	New
1513	CC Capital Counsel New York	$276K	$0	1	0.03%	Maintained
1514	CANC Culbertson A N & Co Charlottesville, Virginia	$276K	+$288K	1	0.09%	New
1515	FTC Farmers Trust Company Youngstown, Ohio	$276K	-$86.5K	1	0.1%	Reduced
1516	ACM Alta Capital Management Salt Lake City, Utah	$275K	$0	1	0.02%	Maintained
1517	Mission Wealth Management Santa Barbara, California	$275K	+$36.9K	1	0.05%	Increased
1518	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$274K	$0	1	0.14%	Maintained
1519	JMFC J.M. Forbes & Co Boston, Massachusetts	$274K	-$31.5K	1	0.07%	Reduced
1520	WI WrapManager Inc Mill Valley, California	$273K	+$8.47K	1	0.1%	Increased
1521	AF Arrow Financial Glens Falls, New York	$270K	+$239K	2	0.06%	Increased
1522	BA Birinyi Associates Westport, Connecticut	$269K	+$281K	1	0.13%	New
1523	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$268K	+$142K	4	0.02%	Increased
1524	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$268K	+$14.1K	1	0.1%	Increased
1525	PFC Phocas Financial Corp Alameda, California	$268K	-$724K	1	0.02%	Reduced