← 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
1601	CCG Cloverfields Capital Group Minneapolis, Minnesota	$5.3M	+$121K	1	1.6%	Increased
1602	NB NBT Bank Norwich, New York	$5.29M	-$12.1K	5	0.35%	Reduced
1603	BCM Bourgeon Capital Management Darien, Connecticut	$5.29M	-$82.7K	1	0.78%	Reduced
1604	DSM Capital Partners Palm Beach Gardens, Florida	$5.27M	+$262K	2	0.09%	Increased
1605	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$5.27M	-$498K	2	2.58%	Reduced
1606	NSIM North Star Investment Management Chicago, Illinois	$5.26M	-$803K	13	0.29%	Reduced
1607	RWM Rockline Wealth Management Plainview, New York	$5.25M	+$12.8K	2	1.01%	Increased
1608	KC Kintayl Capital New York	$5.25M	-$10M	1	2.08%	Reduced
1609	BCM Brookmont Capital Management Dallas, Texas	$5.24M	+$117K	1	2.81%	Increased
1610	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$5.23M	-$53.5K	2	0.28%	Reduced
1611	LGA Lebenthal Global Advisors Hauppauge, New York	$5.22M	-$289K	2	0.7%	Reduced
1612	VPW Vaquero Private Wealth Dallas, Texas	$5.22M	+$4.86M	2	1.07%	New
1613	EF Exeter Financial Scottsdale, Arizona	$5.21M	-$775K	1	1.99%	Reduced
1614	CAM Clark Asset Management Stratham, New Hampshire	$5.2M	+$3.92M	3	0.41%	Increased
1615	LJCM Lee Johnson Capital Management Fort Worth, Texas	$5.19M	+$5.17M	1	1.62%	New
1616	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$5.14M	+$2.23M	2	2.39%	Increased
1617	CCT Chemung Canal Trust Elmira, New York	$5.13M	-$1.47M	2	0.95%	Reduced
1618	GFG Greystone Financial Group Bloomfield Hills, Michigan	$5.13M	+$4.78M	1	1.43%	New
1619	QI Qtron Investments Boston, Massachusetts	$5.13M	-$744K	3	0.68%	Reduced
1620	CA Cache Advisors San Francisco, California	$5.12M	+$3.66M	3	0.43%	Increased
1621	BCFD Boit C.F. David	$5.12M	$0	2	2.15%	Maintained
1622	Mather Group Chicago, Illinois	$5.1M	+$233K	11	0.04%	Increased
1623	BWM BKM Wealth Management Brookfield, Wisconsin	$5.09M	-$131K	1	1.8%	Reduced
1624	CAM Carret Asset Management New York	$5.09M	-$19.8K	2	0.44%	Reduced
1625	BAM Blueshift Asset Management Red Bank, New Jersey	$5.07M	+$1.71M	8	1.17%	Increased