← 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
1526	DI Diligent Investors Redlands, California	$267K	+$1.6K	1	0.19%	Increased
1527	HCM Howland Capital Management Boston, Massachusetts	$267K	$0	1	0.02%	Maintained
1528	WIP Wellesley Investment Partners Wellesley, Massachusetts	$267K	+$39.8K	1	0.11%	Increased
1529	CIM CIM Investment Management Pittsburgh, Pennsylvania	$266K	-$540K	1	0.09%	Reduced
1530	CHP Cable Hill Partners Portland, Oregon	$262K	-$26.6K	7	0.14%	Reduced
1531	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$262K	-$41.4K	2	0.12%	Reduced
1532	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$262K	$0	1	0.13%	Maintained
1533	AMG Asset Management Group Stamford, Connecticut	$259K	+$1.43K	1	0.1%	Increased
1534	CIAN Capstone Investment Advisors (Netherlands) New York	$256K	-$330K	2	0.89%	Reduced
1535	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$256K	-$33K	1	0.05%	Reduced
1536	AWS AJ Wealth Strategies New York	$253K	+$264K	1	0.1%	New
1537	WCM Weatherstone Capital Management Denver, Colorado	$253K	-$7.9K	1	0.17%	Reduced
1538	Plancorp LLC Saint Louis, Missouri	$250K	$0	1	0.07%	Maintained
1539	AIS AlphaOne Investment Services West Chester, Pennsylvania	$249K	-$5.43M	1	0.07%	Reduced
1540	IFB iAB Financial Bank Fort Wayne, Indiana	$246K	$0	1	0.12%	Maintained
1541	FWP FAS Wealth Partners Leawood, Kansas	$244K	+$962	1	0.07%	Increased
1542	GAM Gould Asset Management Claremont, California	$240K	-$48.1K	1	0.12%	Reduced
1543	IP Intellectus Partners San Francisco, California	$240K	-$254K	5	0.11%	Reduced
1544	TIM Thompson Investment Management Madison, Wisconsin	$239K	-$22.8K	1	0.04%	Reduced
1545	BAM Brave Asset Management Summit, New Jersey	$238K	$0	1	0.13%	Maintained
1546	WP WMS Partners Towson, Maryland	$238K	-$2K	1	0.03%	Reduced
1547	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$237K	+$247K	1	0.04%	New
1548	RC Reik & Co New York	$237K	+$242K	1	0.08%	New
1549	IP Investment Partners New Philadelphia, Ohio	$236K	$0	1	0.21%	Maintained
1550	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$236K	+$252K	3	0.23%	New