← 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
1576	GCIA Gabelli & Co Investment Advisers Rye, New York	$208K	$0	1	0.02%	Maintained
1577	MCM MV Capital Management Bethesda, Maryland	$208K	+$7.46K	2	0.06%	Increased
1578	NCM Noesis Capital Mangement Boca Raton, Florida	$208K	-$10.7K	1	0.08%	Reduced
1579	DA Dillon & Associates Jackson, Michigan	$206K	-$201K	1	0.08%	Reduced
1580	Lincoln National Corp Radnor, Pennsylvania	$206K	+$214K	1	0.01%	New
1581	FIMG Financial & Investment Management Group Traverse City, Michigan	$205K	$0	1	0.07%	Maintained
1582	WDA Wendell David Associates Portsmouth, New Hampshire	$205K	$0	1	0.04%	Maintained
1583	FMA FNY Managed Accounts New York	$203K	-$1.07K	2	2.04%	Reduced
1584	PFM Parsec Financial Management Asheville, North Carolina	$203K	-$16.4K	1	0.02%	Reduced
1585	SFA Staton Financial Advisors Charlotte, North Carolina	$203K	$0	1	0.17%	Maintained
1586	GAM Gemmer Asset Management Walnut Creek, California	$202K	-$4.08K	10	0.08%	Reduced
1587	JFA JNBA Financial Advisors Bloomington, Minnesota	$201K	$0	1	0.05%	Maintained
1588	EP Wealth Advisors Torrance, California	$199K	$0	1	0.02%	Maintained
1589	RIA RPG Investment Advisory Pleasanton, California	$194K	+$202K	3	0.05%	New
1590	LBG Lloyds Banking Group London, United Kingdom	$193K	-$17.8K	1	1.87%	Reduced
1591	Cohen & Steers New York	$187K	-$7.95K	1	0%	Reduced
1592	MCF Advisors Covington, Kentucky	$183K	-$25K	3	0.04%	Reduced
1593	SC SRB Corp Boston, Massachusetts	$179K	$0	1	0.03%	Maintained
1594	BWP Baldwin Wealth Partners Marion, Massachusetts	$177K	$0	4	0.03%	Maintained
1595	LF Lee Financial Dallas, Texas	$176K	+$32.1K	3	0.06%	Increased
1596	Pathstone Family Office Englewood, New Jersey	$174K	-$3.32K	2	0.07%	Reduced
1597	Balentine LLC Atlanta, Georgia	$173K	-$540	5	0.02%	Reduced
1598	Loews Corp New York	$171K	-$165K	1	0%	Reduced
1599	Global Retirement Partners San Rafael, California	$170K	+$20.3K	5	0.08%	Increased
1600	BTIS BB&T Investment Services Charlotte, North Carolina	$166K	+$72.2K	7	0.04%	Increased